Automate credit repair agreement Template using Tango Bot

Explore a no-code way to develop fully-automated credit repair agreement workflow with Tango bot

• To start creating a new automated credit repair agreement workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to customize it. Place fields anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve uploaded or created credit repair agreement, the next step is assigning this document and its fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

• The final stage of configuring an automated credit repair agreement workflow is setting up the no-code bots. To add a Tango bot to the step, hover over the step you want to automate and choose 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 view the full list of the bots you can add to the step. Alocate the Tango bot, click Install bot, and configure the bot settings.

  

• Now that your automated credit repair agreement workflow is set up, you can:

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