Use Let's Connect Bot for Automating book recommendation Template

Explore a no-code way to create fully-automated book recommendation workflow with Let's Connect bot

• To start creating a new automated book recommendation workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to complete.

  

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

  

• 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 last stage of configuring an automated book recommendation workflow is adding the no-code bots. To add a Let's Connect bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to check out the full 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 book recommendation workflow is set up, you can:

  • check how it works by choosing Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow