Use Let's Connect Bot for Automating scholarship application Template

Explore a no-code approach to create fully-automated scholarship application workflow with Let's Connect bot

• To begin setting up a new automated scholarship application workflow, navigate to the dashboard and click Start. Select Design workflow and upload 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 individuals to complete.

  

• After you’ve added or created scholarship 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 screen.

  

• The last stage of configuring an automated scholarship application workflow is adding the no-code bots. To add a Let's Connect bot to the step, hover over the step you need 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 area to see the complete list of the bots you can add to the step. Alocate the Let's Connect bot, click Install bot, and configure the bot settings.

  

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

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