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How to automate approvals

In the Workflows page, select your preferred Approval template. Screenshot 2025-10-28 at 6.27.20 PM.png

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Approve or reject submissions

By default, the form owner is the Approver. You can Edit this to choose another member of the workspace or add more approvers. Fillout Workflows You can also opt to Request approval by Slack. Fillout Workflows If necessary, request for Approver input like reason and comments, and edit the default Notification email. A different email will be sent depending on the option the approver will choose. When you have set your workflow, Test this before clicking Publish. Fillout Workflows You can opt to Edit the contents of each email and format its style.

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Assign task for submissions

Delegate a task to your team after receiving submissions. The default workflow template, sends a summary of form responses in a Slack channel to notify members. Fillout Workflows Besides notifying, you can enhance this workflow. For example, add a step for reviewing submissions. Customize it by clicking Edit in Approval and adding Options. Fillout Workflows You can opt to edit the Custom message in Slack and reference form fields. More info here.

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Manage approvals in one dashboard

When you receive an approval request, it will redirect to the Results page of your form where you can take the necessary Action needed. Screenshot 2025-10-28 at 6.38.57 PM.png You can view comments by clicking the messaging icon beside Answers.

Workflows

Simplify task flows with native multi-step automations.

Custom emails

Automate sending, pipe previous answers, and style your email.

Answer piping

Insert respondents’ input into fields for a personalized experience.