Use Booqable Bot for Automating account closure Template

Explore a no-code approach to build fully-automated account closure workflow with Booqable bot

• To begin building a new automated account closure 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 customize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created account closure, the next step is assigning this document and its particular fields to recipients.

  

• Next, proceed 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 account closure workflow is setting up the no-code bots. To add a Booqable bot to the step, hover over the step you want 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 full list of the bots you can add to the step. Alocate the Booqable bot, click Install bot, and configure the bot settings.

  

• Now that your automated account closure workflow is configured, you can:

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