Use Splynx Bot for Automating business bank statement Template

Explore a no-code way to create fully-automated business bank statement workflow with Splynx bot

• To begin creating a new automated business bank statement workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After 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 users to fill out.

  

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

  

• 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 last stage of configuring an automated business bank statement workflow is adding the no-code bots. To add a Splynx 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 offered bots has limitations. Select All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the Splynx bot, click Install bot, and configure the bot settings.

  

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

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