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Building an Employee Onboarding Workflow with Formstack Copilot

December 1, 2021
Min Read

Product Update: As of February 14, 2024, Copilot is now known as Workflows! Visit this page to learn how you can leverage new Workflows features.

Copilot is the newest piece of the Formstack puzzle.

As we move to more and more remote and hybrid workplaces, modernizing the process around the early days for our employee experience is key. With Copilot, you can build an employee onboarding workflow in minutes that keeps the right people in the right loop!

With Copilot, solving the common workplace process of Employee Onboarding is a breeze. To accomplish this workflow, you have to:

  • Build your Employee Onboarding form in Formstack Forms
  • Design your Employee Onboarding documents in Formstack Documents
  • Setup your workflow by tying together the form, document, and then building the Sign step in Copilot

Once you’ve built the pieces of your workflow, you’ll head into Copilot where you can use the drag and drop workflow builder elements to get the automation working! 


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Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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