Automate abortion receipt Template using Streamtime Bot

Discover a no-code way to create fully-automated abortion receipt workflow with Streamtime bot

• To start developing a new automated abortion receipt 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 personalize it. Place fields where you need it in a document to make it easier for individuals to complete.

  

• After you’ve added or created abortion receipt, the next step is assigning this document and its fields to individuals.

  

• 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 abortion receipt workflow is setting up the no-code bots. To add a Streamtime bot to the step, hover over the step you intend 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 corner to view the complete list of the bots you can add to the step. Alocate the Streamtime bot, click Install bot, and configure the bot settings.

  

• Now that your automated abortion receipt workflow is configured, 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