Automate credit application Template using Nobel SMS Bot

Discover a no-code approach to create fully-automated credit application workflow with Nobel SMS bot

• To begin creating a new automated credit application workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to customize it. Place fields where you need it in a document to make it easier for individuals to fill in.

  

• After you’ve uploaded or created credit application, the next stage is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated credit application workflow is adding the no-code bots. To add a Nobel SMS bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Nobel SMS bot, click Install bot, and configure the bot settings.

  

• Now that your automated credit application workflow is set up, you can:

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