Use Nozbe Personal Bot for Automating dental treatment plan Template

Discover a no-code approach to build fully-automated dental treatment plan workflow with Nozbe Personal bot

• To begin building a new automated dental treatment plan 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 customize it. Place fields where you need it in a document to make it easier for users to fill in.

  

• After you’ve added or created dental treatment plan, the next stage is assigning this document along with its fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated dental treatment plan workflow is adding the no-code bots. To add a Nozbe Personal bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots is limited. Select All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the Nozbe Personal bot, click Install bot, and configure the bot settings.

  

• Now that your automated dental treatment plan workflow is configured, you can:

  • check how it operates by selecting Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow