Automate business bank statement Template using Stella Connect Bot

Explore a no-code approach to build fully-automated business bank statement workflow with Stella Connect bot

• To begin building a new automated business bank statement workflow, go to 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 modify 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 business bank statement, the next step is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated business bank statement workflow is setting up the no-code bots. To add a Stella Connect bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Choose All bots in the top left area to see the full list of the bots you can add to the step. Alocate the Stella Connect bot, click Install bot, and configure the bot configurations.

  

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

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