Use Heyflow Bot for Automating puppy health guarantee Template

Explore a no-code way to build fully-automated puppy health guarantee workflow with Heyflow bot

• To begin setting up a new automated puppy health guarantee workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After 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 complete.

  

• After you’ve added or created puppy health guarantee, the next step is assigning this document and its particular fields to recipients.

  

• Next, go to the Assign fields dropdown to specify 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 puppy health guarantee workflow is setting up the no-code bots. To add a Heyflow 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 is limited. Select All bots in the top left area to check out the full list of the bots you can add to the step. Alocate the Heyflow bot, click Install bot, and configure the bot configurations.

  

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

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