Use Quipu Bot for Automating new client onboarding Template

Discover a no-code way to create fully-automated new client onboarding workflow with Quipu bot

• To begin creating a new automated new client onboarding 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 insert fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created new client onboarding, the next step is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated new client onboarding workflow is setting up the no-code bots. To add a Quipu bot to the step, hover over the step you need 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 view the complete list of the bots you can add to the step. Find the Quipu bot, click Install bot, and configure the bot settings.

  

• Now that your automated new client onboarding workflow is set up, you can:

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