Automate guest speaker Template using Power Bi Bot

Discover a no-code way to build fully-automated guest speaker workflow with Power Bi bot

• To begin creating a new automated guest speaker 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 add fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to complete.

  

• After you’ve uploaded or created guest speaker, the next step is assigning this document along with its fields to individuals.

  

• Next, proceed to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

• The last stage of configuring an automated guest speaker 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 select 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 Power Bi bot, click Install bot, and configure the bot configurations.

  

• Now that your automated guest speaker workflow is configured, you can:

  • check how it operates by selecting Test
  • click Finish later if you plan to return to the workflow setup
  • click Publish to send out your workflow