Use Pusher Bot for Automating degree verification Template

Explore a no-code approach to build fully-automated degree verification workflow with Pusher bot

• To begin building a new automated degree verification workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• Once 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 uploaded or created degree verification, the next step is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

• The final stage of configuring an automated degree verification workflow is adding the no-code bots. To add a Pusher 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 available bots is limited. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Pusher bot, click Install bot, and configure the bot settings.

  

• Now that your automated degree verification workflow is set up, you can:

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