Use Clinchd Bot for Automating mass order Template

Explore a no-code way to build fully-automated mass order workflow with Clinchd bot

• To start creating a new automated mass order workflow, navigate to 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 add fillable fields to modify it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve added or created mass order, the next step is assigning this document along with its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to specify 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 mass order workflow is setting up the no-code bots. To add a Clinchd bot to the step, hover over the step you intend 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 see the complete list of the bots you can add to the step. Alocate the Clinchd bot, click Install bot, and configure the bot configurations.

  

• Now that your automated mass order 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