Use BrainCert Bot for Automating catering quote Template

Discover a no-code approach to build fully-automated catering quote workflow with BrainCert bot

• To begin creating a new automated catering quote workflow, navigate to the dashboard and click Start. Choose 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 complete.

  

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

  

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

  

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

  

• The last stage of configuring an automated catering quote workflow is setting up the no-code bots. To add a BrainCert 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 area to find the complete list of the bots you can add to the step. Alocate the BrainCert bot, click Install bot, and configure the bot settings.

  

• Now that your automated catering quote workflow is configured, you can:

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