Use Filemail Bot for Automating functional behavior assessment Template

Explore a no-code way to create fully-automated functional behavior assessment workflow with Filemail bot

• To begin creating a new automated functional behavior assessment 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 individuals to fill in.

  

• After you’ve uploaded or created functional behavior assessment, the next stage is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated functional behavior assessment workflow is adding the no-code bots. To add a Filemail 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 has limitations. Select All bots in the top left area to see the full list of the bots you can add to the step. Alocate the Filemail bot, click Install bot, and configure the bot settings.

  

• Now that your automated functional behavior assessment workflow is configured, you can:

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