Automate bank transfer receipt Template using Click to Buy Services Bot

Explore a no-code way to develop fully-automated bank transfer receipt workflow with Click to Buy Services bot

• To start setting up a new automated bank transfer receipt workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

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

  

• After you’ve added or created bank transfer receipt, the next step is assigning this document along with its fields to individuals.

  

• Next, navigate 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 transfer receipt workflow is setting up the no-code bots. To add a Click to Buy Services 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 is limited. Select All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the Click to Buy Services bot, click Install bot, and configure the bot settings.

  

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

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