Automate assignment planner Template using Pipefile Bot

Explore a no-code approach to develop fully-automated assignment planner workflow with Pipefile bot

• To start developing a new automated assignment planner workflow, go 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 insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to fill out.

  

• After you’ve added or created assignment planner, the next stage is assigning this document and its fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated assignment planner workflow is adding the no-code bots. To add a Pipefile 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. Select All bots in the top left corner to see the complete list of the bots you can add to the step. Alocate the Pipefile bot, click Install bot, and configure the bot settings.

  

• Now that your automated assignment planner 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 send out your workflow