Automate account closure Template using Botsify Bot

Explore a no-code way to build fully-automated account closure workflow with Botsify bot

• To begin building a new automated account closure workflow, go 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 insert 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 account closure, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are intended for which users.

  

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

  

• The last stage of configuring an automated account closure workflow is adding the no-code bots. To add a Botsify 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 available bots is limited. Select All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the Botsify bot, click Install bot, and configure the bot settings.

  

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

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