Automate ach authorization Template using Follow Up Boss Bot

Explore a no-code way to build fully-automated ach authorization workflow with Follow Up Boss bot

• To begin creating a new automated ach authorization workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add 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 ach authorization, the next step is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

• The last stage of configuring an automated ach authorization workflow is adding the no-code bots. To add a Follow Up Boss bot to the step, hover over the step you need 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 area to see the complete list of the bots you can add to the step. Alocate the Follow Up Boss bot, click Install bot, and configure the bot settings.

  

• Now that your automated ach authorization workflow is configured, you can:

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