Use Facebook Groups Bot for Automating bank authorization Template

Explore a no-code approach to build fully-automated bank authorization workflow with Facebook Groups bot

• To start developing a new automated bank authorization workflow, navigate 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 add fillable fields to customize it. Place fields anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve added or created bank authorization, the next stage 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 bank authorization workflow is setting up the no-code bots. To add a Facebook Groups 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 offered bots is limited. Choose All bots in the top left area to check out the full list of the bots you can add to the step. Find the Facebook Groups bot, click Install bot, and configure the bot settings.

  

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

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