Automate audit report Template using emBlue Bot

Explore a no-code way to create fully-automated audit report workflow with emBlue bot

• To begin developing a new automated audit report workflow, navigate 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 anywhere in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created audit report, the next stage is assigning this document and its particular fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated audit report workflow is adding the no-code bots. To add a emBlue bot to the step, hover over the step you intend 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 see the full list of the bots you can add to the step. Alocate the emBlue bot, click Install bot, and configure the bot settings.

  

• Now that your automated audit report workflow is configured, you can:

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