Automate order management Template using Daily.co Bot

Discover a no-code way to develop fully-automated order management workflow with Daily.co bot

• To begin setting up a new automated order management workflow, navigate 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 add fillable fields to modify it. Place fields where you need it in a document to make it easier for users to complete.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are created for which users.

  

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

  

• The last stage of configuring an automated order management workflow is setting up the no-code bots. To add a Daily.co bot to the step, hover over the step you intend to automate and choose 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 see the full list of the bots you can add to the step. Alocate the Daily.co bot, click Install bot, and configure the bot configurations.

  

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

  • check how it operates by choosing Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow