Automate daily lesson plan Template using Toybox Systems Bot

Explore a no-code way to develop fully-automated daily lesson plan workflow with Toybox Systems bot

• To begin creating a new automated daily lesson plan workflow, navigate to the dashboard and click Start. Select Design workflow and upload 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 out.

  

• After you’ve uploaded or created daily lesson plan, the next stage is assigning this document and its particular fields to recipients.

  

• Next, go to the Assign fields dropdown to specify which document fields are intended for which users.

  

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

  

• The final stage of configuring an automated daily lesson plan workflow is adding the no-code bots. To add a Toybox Systems bot to the step, hover over the step you want 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 area to check out the full list of the bots you can add to the step. Find the Toybox Systems bot, click Install bot, and configure the bot settings.

  

• Now that your automated daily lesson plan workflow is configured, you can:

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