Automate bank statement request Template using Quotient Bot

Discover a no-code approach to build fully-automated bank statement request workflow with Quotient bot

• To start creating a new automated bank statement request workflow, go 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 customize it. Place fields anywhere in a document to make it easier for users to fill in.

  

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

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated bank statement request workflow is adding the no-code bots. To add a Quotient bot to the step, hover over the step you intend 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 area to view the full list of the bots you can add to the step. Alocate the Quotient bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank statement request workflow is set up, you can:

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