Use Callingly Bot for Automating accounts payable ledger Template

Explore a no-code way to create fully-automated accounts payable ledger workflow with Callingly bot

• To begin creating a new automated accounts payable ledger 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 insert fillable fields to customize it. Place fields where you need it in a document to make it easier for users to fill in.

  

• After you’ve added or created accounts payable ledger, the next step is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated accounts payable ledger workflow is adding the no-code bots. To add a Callingly 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 available bots is limited. Select All bots in the top left corner to view the complete list of the bots you can add to the step. Find the Callingly bot, click Install bot, and configure the bot settings.

  

• Now that your automated accounts payable ledger workflow is set up, you can:

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