Use Productive.io Bot for Automating health appraisal Template

Discover a no-code way to develop fully-automated health appraisal workflow with Productive.io bot

• To begin creating a new automated health appraisal workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

• After you’ve added or created health appraisal, the next step is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated health appraisal workflow is setting up the no-code bots. To add a Productive.io 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 offered bots has limitations. Choose All bots in the top left corner to check out the complete list of the bots you can add to the step. Alocate the Productive.io bot, click Install bot, and configure the bot settings.

  

• Now that your automated health appraisal workflow is set up, you can:

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