Automate adverse event Template using Client Diary Bot

Discover a no-code way to create fully-automated adverse event workflow with Client Diary bot

• To start building a new automated adverse event workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to modify it. Place fields anywhere in a document to make it easier for users to fill in.

  

• After you’ve added or created adverse event, the next stage is assigning this document along with its fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated adverse event workflow is setting up the no-code bots. To add a Client Diary 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 offered bots has limitations. Select All bots in the top left corner to see the complete list of the bots you can add to the step. Alocate the Client Diary bot, click Install bot, and configure the bot settings.

  

• Now that your automated adverse event workflow is set up, you can:

  • check how it works by choosing Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow