Use Lime Cellular Bot for Automating audit report Template

Explore a no-code approach to build fully-automated audit report workflow with Lime Cellular bot

• To start developing a new automated audit report workflow, check out the dashboard and click Start. Choose 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 anywhere in a document to make it easier for recipients to fill in.

  

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

  

• Next, proceed to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated audit report workflow is setting up the no-code bots. To add a Lime Cellular 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 offered bots is limited. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Lime Cellular bot, click Install bot, and configure the bot settings.

  

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

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