Automate cash payment receipt Template using Feedly Bot

Explore a no-code way to build fully-automated cash payment receipt workflow with Feedly bot

• To start creating a new automated cash payment receipt workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to customize it. Place fields anywhere in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created cash payment receipt, the next step is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

• Once done, click Continue at the bottom of the page.

  

• The final stage of configuring an automated cash payment receipt workflow is setting up the no-code bots. To add a Feedly bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Select All bots in the top left area to check out the complete list of the bots you can add to the step. Find the Feedly bot, click Install bot, and configure the bot settings.

  

• Now that your automated cash payment receipt workflow is set up, you can:

  • check how it works by choosing Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow