Use Corsizio Bot for Automating bank authorization Template

Explore a no-code way to build fully-automated bank authorization workflow with Corsizio bot

• To start building a new automated bank 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 anywhere in a document to make it easier for users to complete.

  

• After you’ve uploaded or created bank authorization, the next step is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated bank authorization workflow is adding the no-code bots. To add a Corsizio 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 available bots has limitations. Select All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Corsizio 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
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow