Automate Common Tasks With GoFormz Workflows

Did you know that you can automate common tasks like emailing copies of completed forms or uploading documents to connected Cloud storage applications? Using the Workflows feature, teams can effortlessly streamline communication, collaboration, and the collection of documents, all while reducing their workload.?

Workflows are available at all GoFormz paying subscription tiers and offer a multitude of ways to automate business processes through the use of digital forms. Using the Workflows feature, businesses can easily set up basic automations to accelerate and simplify tasks, saving significant time and ensuring forms always end up in the right place. Workflows can be used to instantly:

• Email completed forms to contacts (either pre-specified or pulled from form data)
• Upload completed forms to Cloud Storage (like Box or Google Drive)

…and so much more!

Benefits of Automated Workflows

Workflows expedite common processes by eliminating the need for time-wasting tasks like manual form delivery, printing, faxing, data re-entry, and physical record-keeping. These improved efficiencies result in:

• Streamlined processes – Waiting for manual handoffs can be frustrating and downright detrimental, especially when deadlines, schedules, and budgets are involved. With a variety of customizable Automated Workflows at your disposal, business processes can be fully streamlined, allowing for real-time response rates and immediate action on critical items. Workflows offer incredible advantages for field-based operations by eliminating the need for travel – significantly streamlining communication and collaboration between the field and office.
• Time Savings – Rather than waiting for team members, clients, or other collaborating partners to deliver forms, Workflows allow your business access to collected data in real-time. Once a form is completed, that digital form can be automatically routed via email or transferred to a colleague or client, eliminating opportunities for documentation delays.
• Internal Efficiencies – Workflows allow your business to be more efficient in their everyday tasks. For example, by integrating with 谷歌 Suite, forms can be instantly routed to corresponding folders within your Drive account. New folders can even be instantly created for forms completed for new clients, accounts, partners, and more. This accelerated process reduces demands on your team, freeing them up to focus on more pressing tasks like customer care.

On average, we save about 63 hours a week on form completion, preventing miscommunication, limiting phone conversations, and order assistance. On top of those hours, we save about 1-2 business days by electronically sending completed forms immediately in place of delivering or mailing them from the field to the office. – Kelly Paterra, Assistant Project Manager, Ferry Electric Company

Read how Ferry Electric Company utilizes Automated Workflows to streamline business processes >

How are businesses using Workflows today?

The GoFormz Workflows feature offers teams a plethora of opportunities to streamline form and data collection. Whether it’s acquiring critical authorization in the field or obtaining valuable customer feedback, Automated Workflows are an essential feature for enhancing processes, productivity, and efficiency in the workplace across all industries. Here are a few examples of how businesses are currently leveraging automations in their daily processes:

• Aldridge Electric : Leverages automatic form routing to gain approvals on vehicle inspections and safety measures conducted in the field.
• Balmain & Co : Leverages the GoFormz- Procore Technologies integration to automatically create jobs in the field once an online form is submitted on their website from a tenant.
• CCDC : Utilizes automations to instantly route completed applications to corresponding property managers.
• Ohio Department of Transportation : Leverages Automated Workflows to automatically file completed forms to their appropriate SharePoint files.

…and so much more!?

Interested in trying Automated Workflows out for yourself? Log in to your GoFormz account or sign up for a free 14-day trial to get started with automations today.