Use Wimi Bot for Automating account opening Template

Explore a no-code approach to create fully-automated account opening workflow with Wimi bot

• To start setting up a new automated account opening workflow, go to the dashboard and click Start. Choose Design workflow and add 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 account opening, the next step is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated account opening workflow is adding the no-code bots. To add a Wimi bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to view the full list of the bots you can add to the step. Find the Wimi bot, click Install bot, and configure the bot settings.

  

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

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