Use Stella Connect Bot for Automating book recommendation Template

Explore a no-code approach to develop fully-automated book recommendation workflow with Stella Connect bot

• To start developing a new automated book recommendation workflow, check out 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 customize it. Place fields anywhere in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created book recommendation, the next stage is assigning this document and its particular fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated book recommendation workflow is adding the no-code bots. To add a Stella Connect 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 has limitations. Select All bots in the top left corner to find the complete list of the bots you can add to the step. Alocate the Stella Connect bot, click Install bot, and configure the bot settings.

  

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

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