Automate dispute credit letter Template using ProductPlan Bot

Discover a no-code way to build fully-automated dispute credit letter workflow with ProductPlan bot

• To start developing a new automated dispute credit letter workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

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

  

• After you’ve uploaded or created dispute credit letter, the next stage is assigning this document and its particular fields to individuals.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which users.

  

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

  

• The last stage of configuring an automated dispute credit letter workflow is setting up the no-code bots. To add a ProductPlan bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to see the full list of the bots you can add to the step. Alocate the ProductPlan bot, click Install bot, and configure the bot configurations.

  

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

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