Create your first workflow

Collect data with a form, generate a document and deliver it automatically.

A workflow is a series of steps that run automatically when something happens, such as a client submitting a form. Instead of collecting data by email and filling in documents by hand, the workflow collects the data, generates the documents and delivers them - the same way, every time.

In this guide you'll build the most common workflow: a form that generates a document and sends it by email.

1. Create the workflow

  1. Open the Workflows page and click New Workflow.
  2. Give the workflow a name, for example "Quote request", and confirm.

The workflow designer opens. A workflow starts with a trigger - what kicks it off - followed by the steps that run afterwards.

2. Set up the form trigger

A form is the easiest way to get data into a workflow:

  1. Select the form trigger and open the form designer.
  2. Add a field for every piece of information you need - text, numbers, dates, choices, and so on. The field names become the values you can use in later steps.
  3. Adjust the form's look and feel if you like, then return to the workflow.

Workflows can also be triggered by a webhook from another system, which is useful when the data already lives in a CRM or a spreadsheet.

3. Generate a document

  1. Add a Document step after the trigger.
  2. Choose the template to use. If you don't have one yet, see Create your first template.
  3. Map each tag of the template to a value from the form - for example, map {{CustomerName}} to the Name field. Tags are matched by name automatically where possible, and you can adjust the mapping by hand.
  4. Choose the output format: Word, PDF or both.

Values don't have to come straight from the form. Formulas let you calculate totals, format dates or combine fields before they land in the document.

4. Deliver the document

Add an Email step and attach the generated document. The recipient can be a fixed address, such as your sales inbox, or a value from the form, such as the client's email.

Documents can also be saved to cloud storage, sent to other tools through integrations, or returned to your own systems - see Workflows for the full list of steps.

5. Test and publish

  1. Run the workflow with test data and check the result. Test runs consume credits like any other run.
  2. When you're happy, publish the workflow. Publishing makes the form live and gives you a link you can share, or an embed snippet for your website.

Every run is recorded in the workflow's run history, where you can see which steps executed, how long they took, and any errors or warnings.