Automate library card application Template using Fiveoak Bot

Discover a no-code way to develop fully-automated library card application workflow with Fiveoak bot

• To start building a new automated library card application workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields anywhere in a document to make it easier for recipients to complete.

  

• After you’ve added or created library card application, the next step is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated library card application workflow is adding the no-code bots. To add a Fiveoak 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 Fiveoak bot, click Install bot, and configure the bot settings.

  

• Now that your automated library card application workflow is set up, you can:

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