Use Dialog Bot for Automating health risk assessment Template

Discover a no-code approach to create fully-automated health risk assessment workflow with Dialog bot

• To begin setting up a new automated health risk assessment 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 add fillable fields to personalize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created health risk assessment, the next stage is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to specify 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 health risk assessment workflow is setting up the no-code bots. To add a Dialog bot to the step, hover over the step you need 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 find the full list of the bots you can add to the step. Alocate the Dialog bot, click Install bot, and configure the bot settings.

  

• Now that your automated health risk assessment workflow is configured, you can:

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