Use WordPress Website Creator Bot for Automating personal finance statement Template

Explore a no-code approach to develop fully-automated personal finance statement workflow with WordPress Website Creator bot

• To begin setting up a new automated personal finance statement 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 personalize it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

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

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

• 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 WordPress Website Creator 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 is limited. Select All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the WordPress Website Creator 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 works by selecting Test
  • click Finish later if you plan to return to the workflow setup
  • click Publish to email your workflow