Automate bank account opening Template using Callendo Bot

Explore a no-code way to create fully-automated bank account opening workflow with Callendo bot

• To start creating a new automated bank account opening workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to complete.

  

• After you’ve added or created bank account opening, the next stage is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated bank account opening workflow is setting up the no-code bots. To add a Callendo 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. Select All bots in the top left corner to see the full list of the bots you can add to the step. Find the Callendo bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank account opening workflow is set up, you can:

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