Workflow Automation

Workflows let you automate business processes - without writing code. They connect forms, webhooks, logic, document actions, emails, and integrations into a single, repeatable flow.

Instead of manually reviewing requests, sending emails, or copying data between systems, a workflow does it for you - consistently and instantly.

What is a Workflow?

A workflow is a series of steps that run automatically when something happens - for example, when a client submits a form or a webhook is received.

Each workflow can:

  • Collect information
  • Generate documents
  • Send emails and notifications
  • Make decisions with conditions
  • Connect to storage, spreadsheets, external systems, and APIs

Example Workflow

In the example below:

  • A client submits an intake form
  • The workflow evaluates urgency and value based on the user input
  • High-priority requests notify the team and create a CRM lead
  • Standard requests receive an automatic confirmation with a document attachment

All of this runs without manual intervention, ensuring a consistent and efficient process.

Example workflow with a form trigger, flow control step, document steps, email notifications, and a spreadsheet update

Run History

Every workflow keeps a history of its runs. For each run you can see its status, the steps it executed, their timing and cost, and any errors or warnings - making it easy to verify results and troubleshoot problems.

Runs that are still in progress can be cancelled from the history view: steps that are waiting to execute stop immediately, steps that are already executing finish their work, and the run is marked as Cancelled.

Next Steps

  • Learn how to create Forms to collect data from users
  • Read more about Documents and Templates
  • Start a workflow for every spreadsheet row with Bulk Generation
  • Explore the power of Formulas for advanced calculations and transformations