Automate vehicle title application Template using Power Bi Bot

Discover a no-code approach to create fully-automated vehicle title application workflow with Power Bi bot

• To begin creating a new automated vehicle title application workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created vehicle title application, 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 meant for which users.

  

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

  

• The last stage of configuring an automated vehicle title application workflow is setting up the no-code bots. To add a Power Bi 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 offered bots is limited. Select All bots in the top left area to check out the complete list of the bots you can add to the step. Find the Power Bi bot, click Install bot, and configure the bot settings.

  

• Now that your automated vehicle title application workflow is configured, you can:

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