> ## Documentation Index
> Fetch the complete documentation index at: https://fillout.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Workflows

> Turn forms into powerful automations. Reclaim your team's time with Fillout's built-in form and scheduling workflows.

## How to create a workflow

<Steps>
  <Step title="Start with a blank workflow">
    **Open an existing form first or create a new one**, then navigate to the `Integrate` tab from the top menu followed by `Workflows` to create a `+ Blank workflow`.

    <img src="https://mintcdn.com/fillout-005a867b/l_rMHZZoQeUibKig/images/Screenshot2025-10-23at6.17.13PM.png?fit=max&auto=format&n=l_rMHZZoQeUibKig&q=85&s=42dc121fdeb668cf8545a4163b327125" alt="Screenshot 2025-10-23 at 6.17.13 PM.png" width="2596" height="533" data-path="images/Screenshot2025-10-23at6.17.13PM.png" />
  </Step>

  <Step title="Choose a trigger">
    Select a **trigger**.

    <img src="https://mintcdn.com/fillout-005a867b/Bc-CfW1Edpr3p-LV/images/workflows/image-1.png?fit=max&auto=format&n=Bc-CfW1Edpr3p-LV&q=85&s=7fc1f72a236b26e6803d0179d905c4bb" alt="Fillout Workflow" width="1176" height="860" data-path="images/workflows/image-1.png" />

    **Workflow triggers**

    A trigger refers to a condition that starts a specific action or series of actions. Examples are:

    <CardGroup cols={2}>
      <Card color="#FFC738" icon="square-check" iconType="regular" horizontal="true" title="Form submitted" />

      <Card color="#FFC738" icon="file-dashed-line" iconType="regular" horizontal title="Form abandoned" />

      <Card color="#FFC738" icon="calendar-xmark" iconType="regular" horizontal title="Scheduling event canceled" />

      <Card color="#FFC738" icon="calendar-pen" iconType="regular" horizontal title="Event rescheduled" />

      <Card color="#FFC738" icon="calendar-circle-exclamation" iconType="regular" horizontal title="Before event starts" />
    </CardGroup>
  </Step>

  <Step title="Choose an action">
    Select an **action** and `Edit` it according to your preferences. To add more actions, click <Icon icon="circle-plus" />.

    <img src="https://mintcdn.com/fillout-005a867b/Ry0Xh_IDCocpHua0/images/workflows/image-2.png?fit=max&auto=format&n=Ry0Xh_IDCocpHua0&q=85&s=3eb47f48dbee2fe630da573d7f9aa38c" alt="Fillout Workflows" width="2880" height="1638" data-path="images/workflows/image-2.png" />

    **Workflow actions**

    Actions are the tasks or steps that are automatically carried out after a trigger occurs. Examples are:

    <CardGroup cols={2}>
      <Card color="#FFC738" icon="robot" iconType="regular" horizontal="true" href="/ai-workflows" title="Run AI (Summarize, Classify, Generate, Extract)" />

      <Card color="#FFC738" icon="slack" iconType="regular" horizontal="true" title="Send Slack/Teams/Discord messages" />

      <Card color="#FFC738" icon="clock" iconType="regular" horizontal="true" href="/delay-workflows" title="Delay (&#x22;wait 4 hours&#x22;)" />

      <Card color="#FFC738" icon="envelope-open-text" iconType="regular" horizontal="true" href="/custom-emails" title="Send custom emails" />

      <Card color="#FFC738" icon="filter" iconType="regular" horizontal="true" href="/filter-branch-workflows" title="Filter and Branch" />

      <Card color="#FFC738" icon="webhook" iconType="regular" horizontal title="Send Webhooks" />

      <Card color="#FFC738" icon="bolt" iconType="regular" horizontal="true" title="Connect to Zapier (coming soon)" />
    </CardGroup>
  </Step>

  <Step title="Publish and share">
    `Test` your workflow first to ensure everything's running. Then, `Publish` and `Share` it.
  </Step>
</Steps>

<Warning>
  Unverified accounts are limited to 5 workflows per form, while verified accounts can make up to 20 workflows per form (including reminder emails). To increase your limit, submit an [organization verification request](https://main.fillout.com/verify-your-fillout-account).
</Warning>

## Edit an existing workflow

Click `Integrate` from the top menu of your form, and click `Workflows`. Simply select a workflow to edit it.

<img src="https://mintcdn.com/fillout-005a867b/l_rMHZZoQeUibKig/images/Screenshot2025-10-23at6.21.59PM.png?fit=max&auto=format&n=l_rMHZZoQeUibKig&q=85&s=4537fc5aea74d8c6a92792a11f877997" alt="Screenshot 2025-10-23 at 6.21.59 PM.png" width="2593" height="881" data-path="images/Screenshot2025-10-23at6.21.59PM.png" />

## Test workflows with prior submissions

Test your workflows without waiting for triggers or creating demo submissions.

<video controls={true} className="w-full aspect-video rounded-xl" src="https://prod-files-secure.s3.us-west-2.amazonaws.com/2a7ed980-5add-4b51-82ab-889415f57134/440f1939-5f54-4b69-bc27-27769f0947bc/testworkflow.mp4" />

## 1-click automations with templates

The fastest way to get started with workflows is from a [template](https://build.fillout.com/home/workflows). These are common use cases for Fillout Workflows.

<img src="https://mintcdn.com/fillout-005a867b/Ry0Xh_IDCocpHua0/images/workflows/image-4.png?fit=max&auto=format&n=Ry0Xh_IDCocpHua0&q=85&s=848764eb2c75539c686af15b1841bb19" alt="Fillout Workflow" width="1754" height="1246" data-path="images/workflows/image-4.png" />

## 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 <Icon icon="clock" />.

<img src="https://mintcdn.com/fillout-005a867b/l_rMHZZoQeUibKig/images/Screenshot2025-10-23at6.42.53PM.png?fit=max&auto=format&n=l_rMHZZoQeUibKig&q=85&s=58860a8d67122c5f80af09b8516fb4ea" alt="Screenshot 2025-10-23 at 6.42.53 PM.png" width="2081" height="598" data-path="images/Screenshot2025-10-23at6.42.53PM.png" />

You can also [view an individual form submission](https://www.fillout.com/help/view-responses#view-individual-submissions) and scroll down to see the workflow run history.

<img src="https://mintcdn.com/fillout-005a867b/l_rMHZZoQeUibKig/images/Screenshot2025-10-23at6.41.49PM.png?fit=max&auto=format&n=l_rMHZZoQeUibKig&q=85&s=a49442629b920628e6100ebdf6fd3862" alt="Screenshot 2025-10-23 at 6.41.49 PM.png" width="1110" height="368" data-path="images/Screenshot2025-10-23at6.41.49PM.png" />

<Check>
  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](https://main.fillout.com/verify-your-fillout-account).
</Check>
