Automate business bank statement Template using Printfection Bot

Discover a no-code way to create fully-automated business bank statement workflow with Printfection bot

• To start developing a new automated business bank statement workflow, check out the dashboard and click Start. Select Design workflow and upload 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 users to fill in.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

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

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left corner to find the complete list of the bots you can add to the step. Alocate the Printfection bot, click Install bot, and configure the bot configurations.

  

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

  • check how it operates by choosing Test
  • click Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow