Automate weight tracker Template using Hire Aiva Bot

Discover a no-code way to develop fully-automated weight tracker workflow with Hire Aiva bot

• To begin developing a new automated weight tracker 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 modify it. Place fields anywhere in a document to make it easier for recipients to complete.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated weight tracker workflow is adding the no-code bots. To add a Hire Aiva 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 is limited. Select All bots in the top left area to check out the full list of the bots you can add to the step. Find the Hire Aiva bot, click Install bot, and configure the bot settings.

  

• Now that your automated weight tracker workflow is configured, you can:

  • check how it works by choosing Test
  • click Finish later if you intend to go back to the workflow setup
  • click Publish to send out your workflow