Use Moneybird Bot for Automating college enrollment Template

Discover a no-code way to develop fully-automated college enrollment workflow with Moneybird bot

• To start building a new automated college enrollment workflow, navigate to the dashboard and click Start. Select Design workflow and add 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 college enrollment, the next stage is assigning this document along with its fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated college enrollment workflow is adding the no-code bots. To add a Moneybird 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 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 Moneybird bot, click Install bot, and configure the bot settings.

  

• Now that your automated college enrollment 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