Use pre-built workflow samples to speed up the process of sending documents. These samples already include bots, setup conditions, and steps. If needed, you can adjust the workflow according to your requirements.
On the homepage, find the Load workflow samples section and select the desired workflow from the list of available samples.
Once added, feel free to adjust the workflow.
Adjust the steps as necessary to match your needs.
Ensure all conditions are appropriately set to achieve the desired outcomes.
Configure bot settings. By default, all Google bots in the samples are connected to the airSlate test account. To save or pre-fill data using your own Google account, update the bot connection settings.
