Automate book recommendation Template using Client Hub Bot

Discover a no-code way to create fully-automated book recommendation workflow with Client Hub bot

• To begin creating a new automated book recommendation workflow, navigate to 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 add fillable fields to customize it. Place fields anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve uploaded or created book recommendation, the next step is assigning this document along with its fields to recipients.

  

• Next, proceed to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated book recommendation workflow is setting up the no-code bots. To add a Client Hub bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left corner to view the full list of the bots you can add to the step. Alocate the Client Hub bot, click Install bot, and configure the bot configurations.

  

• Now that your automated book recommendation workflow is configured, you can:

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