Use Confluence Cloud Bot for Automating commercial loan application Template

Discover a no-code way to create fully-automated commercial loan application workflow with Confluence Cloud bot

• To begin setting up a new automated commercial loan application workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After 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 complete.

  

• After you’ve uploaded or created commercial loan application, the next stage is assigning this document along with its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are intended for which recipients.

  

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

  

• The last stage of configuring an automated commercial loan application workflow is adding the no-code bots. To add a Confluence Cloud bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left corner to see the complete list of the bots you can add to the step. Alocate the Confluence Cloud bot, click Install bot, and configure the bot configurations.

  

• Now that your automated commercial loan application workflow is configured, you can:

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