Use Confluence Cloud Bot for Automating personal finance statement Template

Discover a no-code way to create fully-automated personal finance statement workflow with Confluence Cloud bot

• To begin setting up a new automated personal finance statement workflow, navigate 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 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 personal finance statement, the next stage is assigning this document and its particular fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated personal finance statement workflow is setting up the no-code bots. To add a Confluence Cloud 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 available bots has limitations. Select All bots in the top left area to view the complete list of the bots you can add to the step. Find the Confluence Cloud bot, click Install bot, and configure the bot configurations.

  

• Now that your automated personal finance statement workflow is set up, you can:

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