Automate funding request Template using Stackby Bot

Discover a no-code approach to create fully-automated funding request workflow with Stackby bot

• To start setting up a new automated funding request 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 insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to fill in.

  

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

  

• 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 page.

  

• The final stage of configuring an automated funding request workflow is setting up the no-code bots. To add a Stackby bot to the step, hover over the step you intend 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 corner to view the full list of the bots you can add to the step. Alocate the Stackby bot, click Install bot, and configure the bot configurations.

  

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

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