Automate bank reference Template using Eartho Bot

Explore a no-code way to build fully-automated bank reference workflow with Eartho bot

• To begin creating a new automated bank reference workflow, check out 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 insert fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

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

  

• Next, proceed 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 bank reference workflow is setting up the no-code bots. To add a Eartho bot to the step, hover over the step you intend 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 corner to view the complete list of the bots you can add to the step. Find the Eartho bot, click Install bot, and configure the bot configurations.

  

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

  • check how it works by selecting Test
  • choose Finish later if you intend to go back to the workflow setup
  • click Publish to send out your workflow