Use Birdeye Bot for Automating vendor setup Template

Discover a no-code way to develop fully-automated vendor setup workflow with Birdeye bot

• To begin building a new automated vendor setup workflow, check out 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 add fillable fields to personalize it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created vendor setup, 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 meant for which recipients.

  

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

  

• The last stage of configuring an automated vendor setup workflow is adding the no-code bots. To add a Birdeye bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the Birdeye bot, click Install bot, and configure the bot settings.

  

• Now that your automated vendor setup workflow is configured, you can:

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