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Add-On

Transform your workflows & reimagine the way you work.

Create dynamic workflow processes that help you stay organized and crush your to-do list.

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A simple way to work smarter.

Your workflows should be as fluid and versatile as your team. Formstack combines an intuitive online form builder with flexible workflow automation tools to give you an easy, dynamic way to manage company processes. Use the Workflows add-on to let multiple people in your organization collect, review, and edit information on a single form.

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Simplify your day-to-day.

Create automated workflows in minutes that flow across departments and help you quickly complete repetitive tasks.

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Keep your team organized.

Assign sections of your workflow to different team members depending on what you want them to review and edit.

Improve efficiencies with our automated workflow system

Improve your efficiency.

Track the progress of your workflows from start to finish and time each step to identify communication bottlenecks.

Save time and resources by creating workflows with Formstack

Save time and resources.

Use Workflow Logic to send forms back for corrections and define rules that skip steps or complete the workflow entirely.

Set up automated workflows in minutes.

Step 1 example in using our automated workflow software
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Andrew submits his annual self-review.


He sends his evaluation through a form, which is automatically routed to his manager for review.

Workflows Step 2 Graphic
Andrew's manager reviews and edits the form.

Sara fills out her own review of Andrew on the same form and adds notes on compensation changes.

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Workflows Step 3 Graphic
The reviews are sent to HR for approval.

Jeff, the HR manager, notices some small errors and uses Workflow Logic to send the form back to Sara.

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Workflows Step 4 Graphic
The form is sent back for corrections.

Sara edits the form and sends it back to Jeff so he can approve and pass it on to the finance department.

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Workflows Step 3 Graphic
The finance team adjusts Andrew's compensation.

The form is routed to the payroll manager so she can make Andrew's new compensation official.

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Workflows Step 6 Graphic
A confirmation email is sent to Andrew.

The payroll manager notes the change has been made and sends a confirmation email to Andrew.

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Worried about your workflows?

Take our BPM quiz to analyze your methods and discover ways to boost your productivity.

Collaborate seamlessly.

Need to get one-time reviews or sign-offs from your boss or coworkers? Take your workflows to the next level by assigning people to different steps as Participant Users. These users can participate in your Formstack workflow without counting against your Standard User account limits. Plus, every user has a Workspace to keep assigned tasks organized and reduce the time it takes to complete a workflow.
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Add Participant Users to your account individually or via a bulk upload.

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Get real-time usage details via a dedicated Participant Users dashboard.

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Add different user types to the same user group to keep your team organized.

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Easily manage and complete assigned tasks in your personal Workspace.

Want to learn more? Contact our Sales team today.

 

Terese was bogged down by paperwork, so she took action. Hear how Formstack transformed the way Carmel Clay Parks & Recreation does business.

Versatile workflow automation for teams of all kinds

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Internal Operations

Enhance efficiency by streamlining the processes you use every day. Create an automated workflow for sales quotes, budget approvals, invoice requests, travel reimbursements, product evaluations, and much more.

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Healthcare

Improve patient intake and registration by letting care providers submit their notes on a single form. Practitioners can add comments to a patient's record after an appointment and route data to multiple departments.

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Human Resources

Improve communication amongst employees and meet your growth and engagement goals by going paperless. Quickly review and process job applications, employee reviews, feedback, PTO requests, and more.

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Education

Create automated workflows that help you reduce paperwork and share student information between departments. Process financial aid applications, enrollment forms, evaluations, scholarship applications, and more.

"Formstack allows me to take any offline, manual process, bring it online, and apply a workflow to the forms in order to automate once laborious processes. I can drag and drop or dive into the API integrations to get what I need accomplished."

Dan Tushinski
Ecommerce, Search, and Analytics Consultant

Move your business forward.
Creating seamless, agile workflows with Formstack is easy. Connect with us to learn how the Workflows add-on can help you become more efficient.