Automate travel expense reimbursement Template using Datalot Bot

Explore a no-code way to build fully-automated travel expense reimbursement workflow with Datalot bot

• To start creating a new automated travel expense reimbursement 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 add fillable fields to customize it. Place fields where you need it in a document to make it easier for users to fill in.

  

• After you’ve added or created travel expense reimbursement, the next step is assigning this document and 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 Datalot bot to the step, hover over the step you want to automate and select 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 complete list of the bots you can add to the step. Alocate the Datalot 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
  • choose Finish later if you plan to return to the workflow setup
  • click Publish to email your workflow