Use PeerBie Bot for Automating puppy health guarantee Template

Explore a no-code way to create fully-automated puppy health guarantee workflow with PeerBie bot

• To start building a new automated puppy health guarantee workflow, navigate 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 in.

  

• After you’ve uploaded or created puppy health guarantee, 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 meant for which recipients.

  

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

  

• The final stage of configuring an automated puppy health guarantee workflow is setting up the no-code bots. To add a PeerBie 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 available bots is limited. Choose All bots in the top left area to check out the complete list of the bots you can add to the step. Find the PeerBie bot, click Install bot, and configure the bot configurations.

  

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

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