[Video] Automate Repetitive Tasks with GoFormz Workflows

Streamline your daily workflow with automations

Welcome back to the third and final installment of the Intro to GoFormz webinar series, all about getting started with GoFormz and the features that can help you streamline your documentation and data capture. Join Alicia Bryan, Director of Customer Success, and Implementation Lead, Emily Switzer, as they walk you through the process of customizing your GoFormz account with automated workflows.

If you’d like, you can review the first Intro to GoFormz webinar here, and the second Intro to GoFormz webinar here, as this third webinar will build on features and forms already presented in these previous episodes.

Video Recap

Quick Takeaways

The following timestamps give more detailed guidance on what to expect within the webinar to make it even faster to find the specific topic you’re looking for.

Introductions (00:28)

Welcome to the webinar and a chance to learn a little more about your hosts.

Introduction to Template Events (02:52)

Building quick automations from within the Template Editor. These are a simple, user-friendly way to build out and incorporate some of our most popular basic automations, consisting of a trigger, action, and an event.

Automatically Sending Emails (03:29)

You can automate the process of emailing completed forms by setting up a Template Event for it within your designated Template.

Automatically Transferring Forms to Users (04:32)

This is a great way to automate communication between your teams, by sending a completed form automatically to another user to either move forward in your business processes or even authorize with an electronic signature.

Introduction to Users and Groups (05:27)

This is a quick way to review and organize your users into specific groups, that can provide more flexibility over permissions or even form routing.

Introduction to Public Forms (06:36)

A quick look at the best use cases for Public Forms, and how to configure them, and how they differ from forms all your GoFormz account users can access.

Automatically Tagging Forms (08:40)

Another simple automation that can be created from within the Template Editor using Template Events, typically to help organize and group your forms.

Getting Started with Collaboration (09:17)

A look at a few ways to introduce collaboration between teams using Template Events.

Introduction to Workflows (10:55)

Getting started with Workflows and understanding how they’re different from Template Events.

Meet the Workflow Dashboard (11:15)

This new GoFormz feature gives you a bird’s eye view of all your enabled Workflows within your account, and where there are Workflows failing or struggling to complete.

Building Your First Workflow (13:24)

Understanding the Workflow folder structure, and how to configure and build out a new Workflow from scratch. This section starts with an overview of the Workflow Recipe Library, where most of the automation details are pre-configured. From there, Emily walks through the process of understanding what makes a Workflow happen, and how to best build it out to meet your business needs.

Building an Automated Email Based on Form Details (22:24)

In this section you’ll learn how to flag or reference detailed form information to be the catalyst for your Workflow, in this case, only emailing the completed form in the case of a certain selected criteria within the form itself.

Workflows to Route Forms Through Integrated Third Parties (26:04)

Here Emily walks through using Workflows to automatically route completed forms into integrated third-party platforms, specifically uploading completed forms to Dropbox.

Advanced Data Routing with Integrated Third Parties (29:16)

You can use GoFormz to send more than completed forms to connected applications and also take advantage of routing form data directly from your GoFormz account to integrated third-party applications.

Upserting Form Data into Connected Applications (31:00)

This is a great way to automatically update or insert form data into connected spreadsheet applications.

Troubleshooting Failed Workflows (39:54)

Within your GoFormz account, you have the ability to review failed and successful Workflows, giving you better insight into how your account configurations may be slowing down your processes.

Q&A Block (43:55)

All the questions asked during the live webinar presentation from users in attendance.

Closing Announcements (56:47)

Closing details from the webinar, and a reminder to catch our next webinar, GoFormz Office Hours, covering all the latest updates to GoFormz features and features coming soon.