Use Moneybird Bot for Automating wound assessment Template

Explore a no-code approach to develop fully-automated wound assessment workflow with Moneybird bot

• To start creating a new automated wound 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 recipients to fill out.

  

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

  

• Next, go to the Assign fields dropdown to indicate which document fields are created for which users.

  

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

  

• The last stage of configuring an automated wound assessment workflow is setting up the no-code bots. To add a Moneybird bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Choose All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the Moneybird bot, click Install bot, and configure the bot settings.

  

• Now that your automated wound assessment workflow is configured, you can:

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