Automate school admission Template using Production Template Bot

Discover a no-code approach to build fully-automated school admission workflow with Production Flow bot

• To start developing a new automated school admission 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 customize it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve added or created school admission, the next stage is assigning this document and its particular fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated school admission workflow is setting up the no-code bots. To add a Production Flow 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 offered bots is limited. Select All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the Production Flow bot, click Install bot, and configure the bot configurations.

  

• Now that your automated school admission 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