Use Instapaper Bot for Automating travel expense reimbursement Template

Discover a no-code approach to develop fully-automated travel expense reimbursement workflow with Instapaper bot

• To begin developing a new automated travel expense reimbursement workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to modify it. Place fields where you need it in a document to make it easier for users to complete.

  

• After you’ve uploaded or created travel expense reimbursement, the next step is assigning this document and its particular fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated travel expense reimbursement workflow is setting up the no-code bots. To add a Instapaper bot to the step, hover over the step you need 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 area to find the complete list of the bots you can add to the step. Alocate the Instapaper bot, click Install bot, and configure the bot configurations.

  

• Now that your automated travel expense reimbursement workflow is configured, you can:

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