Automate internship evaluation Template using Jaldi Bot

Discover a no-code approach to create fully-automated internship evaluation workflow with Jaldi bot

• To start creating a new automated internship evaluation 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 modify it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

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

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which users.

  

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

  

• The last stage of configuring an automated internship evaluation workflow is adding the no-code bots. To add a Jaldi 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 is limited. Choose All bots in the top left corner to find the full list of the bots you can add to the step. Find the Jaldi bot, click Install bot, and configure the bot settings.

  

• Now that your automated internship evaluation workflow is set up, you can:

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