Use Rocket.Chat Bot for Automating business bank statement Template

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

• To begin setting up a new automated business bank statement workflow, navigate 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 add fillable fields to personalize it. Place fields anywhere in a document to make it easier for individuals to complete.

  

• After you’ve uploaded or created business bank statement, the next stage is assigning this document along with its fields to individuals.

  

• Next, proceed 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 last stage of configuring an automated business bank statement workflow is adding the no-code bots. To add a Rocket.Chat 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 is limited. Choose All bots in the top left corner to check out the complete list of the bots you can add to the step. Alocate the Rocket.Chat 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 choosing Test
  • select Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow