Automate travel expense reimbursement Template using SnapCall Bot

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

• To begin creating a new automated travel expense reimbursement workflow, navigate to 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 insert fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve added or created travel expense reimbursement, the next stage is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to specify which document fields are meant for which recipients.

  

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

  

• The last stage of configuring an automated travel expense reimbursement workflow is setting up the no-code bots. To add a SnapCall 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 area to check out the complete list of the bots you can add to the step. Alocate the SnapCall 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 choosing Test
  • click Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow