Automate puppy health record Template using Qonto Bot

Discover a no-code approach to develop fully-automated puppy health record workflow with Qonto bot

• To start developing a new automated puppy health record workflow, navigate to the dashboard and click Start. Choose 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 out.

  

• After you’ve uploaded or created puppy health record, the next step is assigning this document along with its fields to individuals.

  

• 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 page.

  

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

  

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

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