Fillout Workflows
Fillout Workflows
Turn forms into powerful automations. Reclaim your team’s time with Fillout’s built-in form and scheduling workflows.
Fillout Workflows is the fastest way to build multi-step automations that trigger based on your Fillout forms and schedulers.
Common use cases include automatic meeting reminders, follow-up emails, 3rd party app calls and more.
You can also view a single form submission and click on the
Workflow types
Notifications
Automate email sending, pipe previous answers, and style your email.
Approvals
Automate project approvals, HR requests, job applications, and others.
Scheduling
Allow respondents to book a time slot on your calendar.
AI
Use AI to summarize, classify or extract insights from submissions.
Conversion Kit
Enrich emails, require, route leads based on company size, and more.
How to create a workflow
1
Start with a blank workflow
Open an existing form first or create a new one, then navigate to the Integrate tab at the top menu followed by
Workflows to createa a + Blank workflow.2
Choose a trigger
Select a trigger.
Workflow triggersA trigger refers to a condition that starts a specific action or series of actions. Examples are:
Form submitted
Form abandoned
Scheduling event canceled
Event rescheduled
Before event starts
3
Choose an action
Select an action and 
Workflow actionsActions are the tasks or steps that are automatically carried out after a trigger occurs. Examples are:
Edit it according to your preferences. To add more actions, press the + icon.Run AI (Summarize, Classify, Generate, Extract)
Send Slack/Teams/Discord messages
Delay ("wait 4 hours")
Send custom emails
Filter and Branch
Send Webhooks
Connect to Zapier (coming soon)
Edit an existing workflow
Go to Integrate from the top menu of your form, and clickWorkflows. Select a workflow to edit it.
Test workflows with prior submissions
Test your workflows without waiting for triggers or creating demo submissions.1-click automations with templates
The fastest way to get started with workflows is from a template. These are common use cases for Fillout Workflows.Monitor workflows in one place
Easily track email notifications and other workflows, with full visibility of what happened when. To view workflow runs, open your form and go to Integrate from the top menu. Click theclock icon.
Workflows tab. The workflow run history shows when each step occurred and if there were any issues.
Good to know: You can have up to 5 workflows per form for unverified organizations, and up to 20 workflows for verified organizations. To request verification, submit this form.