Use Aventri Bot for Automating price book Template

Explore a no-code way to create fully-automated price book workflow with Aventri bot

• To begin setting up a new automated price book workflow, go 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 personalize it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve added or created price book, the next step is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated price book workflow is adding the no-code bots. To add a Aventri bot to the step, hover over the step you intend to automate and choose 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. Find the Aventri bot, click Install bot, and configure the bot configurations.

  

• Now that your automated price book workflow is set up, you can:

  • check how it operates by choosing Test
  • select Finish later if you intend to go back to the workflow setup
  • click Publish to send out your workflow