Use Lexamica Bot for Automating recurring payment Template

Explore a no-code way to build fully-automated recurring payment workflow with Lexamica bot

• To begin setting up a new automated recurring payment 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 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 recurring payment, the next stage is assigning this document and its fields to recipients.

  

• 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 last stage of configuring an automated recurring payment workflow is adding the no-code bots. To add a Lexamica 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 check out the complete list of the bots you can add to the step. Alocate the Lexamica bot, click Install bot, and configure the bot configurations.

  

• Now that your automated recurring payment workflow is set up, you can:

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