Automate student data Template using CPACharge Bot

Explore a no-code approach to build fully-automated student data workflow with CPACharge bot

• To begin developing a new automated student data workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields where you need it in a document to make it easier for individuals to fill in.

  

• After you’ve added or created student data, the next step is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

• The final stage of configuring an automated student data workflow is setting up the no-code bots. To add a CPACharge bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Select All bots in the top left area to view the full list of the bots you can add to the step. Alocate the CPACharge bot, click Install bot, and configure the bot configurations.

  

• Now that your automated student data workflow is set up, you can:

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