Use Fleetit Bot for Automating dietary assessment Template

Explore a no-code approach to create fully-automated dietary assessment workflow with Fleetit bot

• To start creating a new automated dietary assessment workflow, go to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to fill out.

  

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

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated dietary assessment workflow is adding the no-code bots. To add a Fleetit bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left area to find the complete list of the bots you can add to the step. Alocate the Fleetit bot, click Install bot, and configure the bot configurations.

  

• Now that your automated dietary assessment 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