Automate credit repair agreement Template using Birdeye Bot

Discover a no-code way to create fully-automated credit repair agreement workflow with Birdeye bot

• To begin setting up a new automated credit repair agreement workflow, navigate to 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 insert fillable fields to modify it. Place fields anywhere in a document to make it easier for users to fill in.

  

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

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which users.

  

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

  

• The final stage of configuring an automated credit repair agreement workflow is adding the no-code bots. To add a Birdeye bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

  

• At this stage, the list of available 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 Birdeye bot, click Install bot, and configure the bot configurations.

  

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

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