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  3. Assign Roles. Indicate who should do what to properly complete the workflow.
  4. Automate the process. Choose Bots and determine conditions for when they have to be activated.
  5. Share the Template. Check it out on your own or send it to colleagues and make sure everything runs properly.

When all these steps are complete, don't forget to check your analytics widgets to identify any required improvements and automate more. Start improving productivity and cutting costs today!

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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