Use Let's Connect Bot for Automating financial aid application Template

Discover a no-code approach to create fully-automated financial aid application workflow with Let's Connect bot

• To begin building a new automated financial aid application workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After 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 individuals to fill out.

  

• After you’ve uploaded or created financial aid application, the next stage is assigning this document and its particular fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated financial aid application workflow is adding the no-code bots. To add a Let's Connect bot to the step, hover over the step you need to automate and choose 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 find the full list of the bots you can add to the step. Alocate the Let's Connect bot, click Install bot, and configure the bot configurations.

  

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

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