Automate vehicle sale agreement Template using Loyalty Gator Bot

Discover a no-code approach to create fully-automated vehicle sale agreement workflow with Loyalty Gator bot

• To begin setting up a new automated vehicle sale agreement workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to customize it. Place fields where you need it in a document to make it easier for users to complete.

  

• After you’ve added or created vehicle sale agreement, 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 intended for which recipients.

  

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

  

• The last stage of configuring an automated vehicle sale agreement workflow is adding the no-code bots. To add a Loyalty Gator bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to view the full list of the bots you can add to the step. Find the Loyalty Gator bot, click Install bot, and configure the bot configurations.

  

• Now that your automated vehicle sale agreement workflow is set up, you can:

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