Use Teachable Bot for Automating monthly sales report Template

Explore a no-code way to build fully-automated monthly sales report workflow with Teachable bot

• To begin creating a new automated monthly sales report workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add 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 monthly sales report, the next step is assigning this document and its particular fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify 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 monthly sales report workflow is setting up the no-code bots. To add a Teachable 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. Choose All bots in the top left corner to see the full list of the bots you can add to the step. Find the Teachable bot, click Install bot, and configure the bot settings.

  

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

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