Automate photography quote Template using Learnistic Bot

Explore a no-code way to build fully-automated photography quote workflow with Learnistic bot

• To start creating a new automated photography quote workflow, navigate to the dashboard and click Start. Select Design workflow and add 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 users to fill in.

  

• After you’ve added or created photography quote, the next stage is assigning this document along with its fields to individuals.

  

• Next, proceed 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 photography quote workflow is adding the no-code bots. To add a Learnistic bot to the step, hover over the step you need 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 find the complete list of the bots you can add to the step. Alocate the Learnistic bot, click Install bot, and configure the bot settings.

  

• Now that your automated photography quote workflow is set up, you can:

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