Use Pipeliner Cloud Bot for Automating order management Template

Explore a no-code way to build fully-automated order management workflow with Pipeliner Cloud bot

• To begin creating a new automated order management workflow, go to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After 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 uploaded or created order management, the next step is assigning this document and its 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 page.

  

• The final stage of configuring an automated order management workflow is adding the no-code bots. To add a Pipeliner Cloud 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 check out the complete list of the bots you can add to the step. Alocate the Pipeliner Cloud bot, click Install bot, and configure the bot settings.

  

• Now that your automated order management workflow is set up, you can:

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