Use Repuso Bot for Automating sales receipt Template

Explore a no-code way to build fully-automated sales receipt workflow with Repuso bot

• To start building a new automated sales receipt workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created sales receipt, the next stage is assigning this document and its fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated sales receipt workflow is setting up the no-code bots. To add a Repuso 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 offered bots is limited. Select All bots in the top left corner to check out the complete list of the bots you can add to the step. Find the Repuso bot, click Install bot, and configure the bot settings.

  

• Now that your automated sales receipt workflow is set up, you can:

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