Use Mifiel Bot for Automating capital expenditure request Template

Discover a no-code approach to develop fully-automated capital expenditure request workflow with Mifiel bot

• To start building a new automated capital expenditure request workflow, go to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

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

  

• After you’ve uploaded or created capital expenditure request, the next step is assigning this document along with its fields to recipients.

  

• 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 last stage of configuring an automated capital expenditure request workflow is setting up the no-code bots. To add a Mifiel 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 has limitations. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Mifiel bot, click Install bot, and configure the bot settings.

  

• Now that your automated capital expenditure request workflow is set up, you can:

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