> ## Documentation Index
> Fetch the complete documentation index at: https://fillout.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Fillout Workflows

> Turn forms into powerful automations. Reclaim your team's time with Fillout's built-in form and scheduling workflows.

export const SupportBanner = () => {
  const titleId = React.useId();
  return <div className="support-banner" role="region" aria-labelledby={titleId}>
      <span className="support-banner__ring support-banner__ring--outer" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--middle" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--inner" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--center" aria-hidden="true" />

      <div className="support-banner__content">
        <div className="support-banner__title" id={titleId} role="heading" aria-level="2">Still have questions?</div>

        <div className="support-banner__copy">
          <span className="support-banner__line">Our team is happy to help. Start a live chat using the</span>
          <span className="support-banner__line">
            chat bubble <span className="support-banner__chat-icon" aria-hidden="true" /> in the bottom right, or email us at
          </span>
          <span className="support-banner__line">
            <a href="mailto:support@fillout.com">support{'@'}fillout.com</a>
          </span>
        </div>

        <a className="support-banner__cta" href="mailto:support@fillout.com">Contact us</a>
      </div>
    </div>;
};

## What is a workflow?

A workflow is a series of automated steps that run after something happens, such as when someone submits your form or books a meeting.

## Interactive demo

## How it works

Typically, completing tasks manually requires you to perform each step yourself, such as sending emails, updating records, or notifying your team. With [Fillout Workflows](https://www.fillout.com/workflows), you can automate these steps by setting up a trigger and a series of actions that run automatically.

For example, when someone submits a form, a workflow can automatically:

* Send a confirmation email to the user
* Notify your team about a new submission
* Update a record in another app
* Trigger a follow-up action

Once a workflow is set up, it runs in the background and completes these tasks for you. This helps reduce repetitive work, keep processes consistent, and make sure important actions happen at the right time.

### Common use cases

* **Automatic meeting reminders:** Send reminders to attendees before scheduled meetings
* **Follow-up emails:** Send automated emails after a form submission or booking
* **Third-party app integrations:** Create records, update data, and trigger actions in other apps
* **Team notifications:** Alert your team when new submissions or events occur
* **Lead and customer follow-ups:** Automatically engage users and guide them through next steps

## Workflow types

<CardGroup cols={2}>
  <Card title="Notifications" color="#FFC738" icon="envelope-open-text" iconType="regular" href="/help/custom-emails">
    Automate email sending, pipe previous answers, and style your email.
  </Card>

  <Card title="Approvals" color="#FFC738" icon="badge-check" iconType="regular" href="/help/approval-workflows">
    Automate project approvals, HR requests, job applications, and others.
  </Card>

  <Card title="Scheduling" color="#FFC738" icon="circle-calendar" iconType="regular" href="/help/scheduling-workflows">
    Allow respondents to book a time slot on your calendar.
  </Card>

  <Card title="AI" color="#FFC738" icon="robot" iconType="regular" href="/help/ai-workflows">
    Use AI to summarize, classify or extract insights from submissions.
  </Card>

  <Card title="Conversion Kit" color="#FFC738" icon="arrow-trend-up" iconType="regular" href="/help/conversion-kit-workflows">
    Enrich emails, require, route leads based on company size, and more.
  </Card>
</CardGroup>

## Workflow actions

<CardGroup cols={2}>
  <Card title="Filter and Branch" color="#FFC738" icon="filter" iconType="regular" href="/help/filter-branch-workflows">
    Trigger different actions based on specific conditions.
  </Card>

  <Card title="Delay (&#x22;wait 4 hours&#x22;)" color="#FFC738" icon="clock" iconType="regular" href="/help/delay-workflows">
    Pause workflows for minutes, hours, or even days.
  </Card>
</CardGroup>

<SupportBanner />