Use BreachRx Bot for Automating statement of account Template

Explore a no-code way to build fully-automated statement of account workflow with BreachRx bot

• To begin creating a new automated statement of account workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

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

  

• After you’ve added or created statement of account, the next step is assigning this document along with its fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated statement of account workflow is setting up the no-code bots. To add a BreachRx 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 has limitations. Select All bots in the top left area to check out the full list of the bots you can add to the step. Alocate the BreachRx bot, click Install bot, and configure the bot configurations.

  

• Now that your automated statement of account workflow is set up, you can:

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