Automate bank reference Template using Beeminder Bot

Discover a no-code way to create fully-automated bank reference workflow with Beeminder bot

• To start setting up a new automated bank reference workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

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

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

• The last stage of configuring an automated bank reference workflow is setting up the no-code bots. To add a Beeminder bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Beeminder bot, click Install bot, and configure the bot settings.

  

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

  • check how it works by choosing Test
  • select Finish later if you intend to return to the workflow setup
  • click Publish to send out your workflow