Automate travel expense reimbursement Template using ToneDen Bot

Explore a no-code approach to build fully-automated travel expense reimbursement workflow with ToneDen bot

• To start building a new automated travel expense reimbursement workflow, go to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to customize 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 stage is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated travel expense reimbursement workflow is adding the no-code bots. To add a ToneDen 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 available bots has limitations. Choose All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the ToneDen bot, click Install bot, and configure the bot settings.

  

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

  • check how it works by selecting Test
  • select Finish later if you plan to return to the workflow setup
  • click Publish to email your workflow