Use Zahara Bot for Automating expense report Template

Explore a no-code way to build fully-automated expense report workflow with Zahara bot

• To begin developing a new automated expense report workflow, go to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

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

  

• After you’ve uploaded or created expense report, the next stage is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

• The final stage of configuring an automated expense report workflow is adding the no-code bots. To add a Zahara 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 available bots is limited. Select All bots in the top left area to view the complete list of the bots you can add to the step. Find the Zahara bot, click Install bot, and configure the bot settings.

  

• Now that your automated expense report workflow is configured, you can:

  • check how it operates by choosing Test
  • select Finish later if you intend to return to the workflow setup
  • click Publish to send out your workflow