Automate teaching plan Template using Wave Cards Bot

Discover a no-code approach to develop fully-automated teaching plan workflow with Wave Cards bot

• To begin setting up a new automated teaching plan workflow, check out the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to fill in.

  

• After you’ve added or created teaching plan, the next stage is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to specify 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 teaching plan workflow is setting up the no-code bots. To add a Wave Cards 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. Choose All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the Wave Cards bot, click Install bot, and configure the bot settings.

  

• Now that your automated teaching plan workflow is set up, you can:

  • check how it operates by selecting Test
  • select Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow