Automate roommate application Template using Crelate Bot

Explore a no-code approach to build fully-automated roommate application workflow with Crelate bot

• To begin creating a new automated roommate application 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 insert fillable fields to personalize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve added or created roommate application, the next stage is assigning this document along with its fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated roommate application workflow is setting up the no-code bots. To add a Crelate 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 available bots is limited. Choose All bots in the top left area to find the full list of the bots you can add to the step. Find the Crelate bot, click Install bot, and configure the bot settings.

  

• Now that your automated roommate application workflow is set up, you can:

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