Automated Workflows are your answer to efficiently enhancing business processes from end-to-end

When deadlines, schedules, and budgets are involved, waiting for manual handoffs can be frustrating and downright detrimental. Luckily, with GoFormz, there’s an easy solution: Automated Workflows! With a variety of customizable Workflows at your disposal, critical processes can be fully streamlined to allow for breakneck response times and immediate action.

With Automated Workflows now available to all subscription tiers, there are a multitude of ways this functionality can streamline business processes with the use of digital forms – and it’s easy to set up too! Here are two simple ways to use Workflows, available starting at the ‘Team Edition’ of the GoFormz platform:

Auto-Email a Form

Route your information to direct recipients with an easy-to-setup ‘No-Code Workflow’ for automatically emailing completed digital forms. This Workflow is one of the most commonly used Workflows at GoFormz to date, saving thousands of customers time and resources. SGI Heating and Cooling, a current GoFormz user, utilizes Automated Workflows to instantly email completed digital invoices, worksheets, and health checks to corresponding recipients to ultimately streamline their business and enhance customer satisfaction – here are the results of their Automations in place:

• Improved relationship with The Home Depot as a “Service Provider”

• Increased quality of work by reducing opportunities for error

• Eliminated data entry redundancies

• Optimized client documentation and communication

Auto-Upload to Cloud Storage 

A ‘No-Code Workflow’ can be set up to automatically route completed forms or critical form data, like Images, to Cloud-storage applications like Box, Dropbox, Google Workspace, and more. La Nacional, a current GoFormz customer, leverages Automated Workflows to upload their Money Transfer Application forms directly into corresponding Google Drive folders – here are the results of adding this simple, dynamic automation:

• Applications can now be completed in two days, rather than weeks

• Fewer data entry errors and more legible, professional documentation

• Completed forms and form data can be instantly uploaded to Google Drive

• Applicant signatures can be captured electronically

BONUS: A two-in-one customer use case

Workflows are proven to be a powerful asset to any business simply because they can be used in a multitude of ways to match the unique needs of various business processes. Arixio, a GoFormz client since 2016, leverages both Automated Workflow examples together to make a fully streamlined process – eliminating all manual aspects of their operation. Here are the results of their fully automated process:

• Automatically email a copy of the completed form to appropriate recipients, removing the need for manual form delivery

• Increased efficiency by instantly saving completed forms to the Cloud

• Streamlined project workflows with easy document access for multiple teammates to complete their portions and provide their electronic signatures

These examples are just the beginning of the capabilities of Automated Workflows, there are many more ways Workflows can be used to further streamline business processes. Whether you require employee evaluations or any sort of signature form, GoFormz can take your operation to the next level with easy-to-use ‘No-Code Workflows’. Sign up for a risk-free 14-day trial or dive into our customer success stories to see how quickly GoFormz can drastically enhance your operations today.