Use Bannerbear Bot for Automating student data Template

Explore a no-code way to develop fully-automated student data workflow with Bannerbear bot

• To begin building a new automated student data 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 insert fillable fields to personalize it. Place fields anywhere in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created student data, the next step 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 page.

  

• The last stage of configuring an automated student data workflow is setting up the no-code bots. To add a Bannerbear 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 has limitations. Choose All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the Bannerbear bot, click Install bot, and configure the bot settings.

  

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

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