Automate mental health questionnaire Template using Crelate Bot

Explore a no-code way to create fully-automated mental health questionnaire workflow with Crelate bot

• To start developing a new automated mental health questionnaire workflow, check out 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 add fillable fields to modify it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created mental health questionnaire, the next stage is assigning this document along with its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated mental health questionnaire workflow is setting up the no-code bots. To add a Crelate 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 available bots is limited. Choose All bots in the top left corner to view the full list of the bots you can add to the step. Find the Crelate bot, click Install bot, and configure the bot configurations.

  

• Now that your automated mental health questionnaire workflow is configured, you can:

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