Use Unbird Bot for Automating dog boarding agreement Template

Discover a no-code way to create fully-automated dog boarding agreement workflow with Unbird bot

• To start developing a new automated dog boarding agreement workflow, go 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 users to fill in.

  

• After you’ve added or created dog boarding agreement, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are intended for which users.

  

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

  

• The final stage of configuring an automated dog boarding agreement workflow is setting up the no-code bots. To add a Unbird bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the Unbird bot, click Install bot, and configure the bot settings.

  

• Now that your automated dog boarding agreement workflow is set up, you can:

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