Use GoLinks Bot for Automating ach authorization Template

Discover a no-code way to develop fully-automated ach authorization workflow with GoLinks bot

• To begin building a new automated ach authorization 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 modify it. Place fields where you need it in a document to make it easier for users to fill in.

  

• After you’ve uploaded or created ach authorization, the next step is assigning this document and its particular fields to individuals.

  

• Next, navigate to the Assign fields dropdown to indicate 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 setting up the no-code bots. To add a GoLinks 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 is limited. Select All bots in the top left area to view the complete list of the bots you can add to the step. Find the GoLinks bot, click Install bot, and configure the bot settings.

  

• Now that your automated ach authorization workflow is set up, 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