Use HelpdeskAdvanced Bot for Automating funding request Template

Explore a no-code way to develop fully-automated funding request workflow with HelpdeskAdvanced bot

• To start creating a new automated funding request workflow, navigate to the dashboard and click Start. Select Design workflow and add 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 complete.

  

• After you’ve uploaded or created funding request, the next stage is assigning this document and its particular fields to recipients.

  

• Next, proceed 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 final stage of configuring an automated funding request workflow is setting up the no-code bots. To add a HelpdeskAdvanced 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 offered bots is limited. Select All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the HelpdeskAdvanced bot, click Install bot, and configure the bot settings.

  

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

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