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How to create a workflow

1

Start with a blank workflow

Open an existing form first or create a new one, then navigate to the Integrate tab from the top menu followed by Workflows to create a + Blank workflow.Screenshot 2025-10-23 at 6.17.13 PM.png
2

Choose a trigger

Select a trigger.Fillout WorkflowWorkflow triggersA trigger refers to a condition that starts a specific action or series of actions. Examples are:

Form submitted

Form abandoned

Scheduling event canceled

Event rescheduled

Before event starts

3

Choose an action

Select an action and Edit it according to your preferences. To add more actions, click .Fillout WorkflowsWorkflow actionsActions are the tasks or steps that are automatically carried out after a trigger occurs. Examples are:

Run AI (Summarize, Classify, Generate, Extract)

Send Slack/Teams/Discord messages

Delay ("wait 4 hours")

Send custom emails

Filter and Branch

Send Webhooks

Connect to Zapier (coming soon)

4

Publish and share

Test your workflow first to ensure everything’s running. Then, Publish and Share it.
Unverified accounts are limited to 5 workflows per form, while verified accounts can make up to 20 workflows per form (including reminder emails). To increase your limit, submit an organization verification request.

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Edit an existing workflow

Click Integrate from the top menu of your form, and click Workflows. Simply select a workflow to edit it. Screenshot 2025-10-23 at 6.21.59 PM.png

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Test workflows with prior submissions

Test your workflows without waiting for triggers or creating demo submissions.

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1-click automations with templates

The fastest way to get started with workflows is from a template. These are common use cases for Fillout Workflows. Fillout Workflow

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Monitor workflows in one place

Easily track email notifications and other workflows, with full visibility of what happened when. To view workflow runs, open your form and go to Integrate from the top menu. Click . Screenshot 2025-10-23 at 6.42.53 PM.png You can also view an individual form submission and scroll down to see the workflow run history. Screenshot 2025-10-23 at 6.41.49 PM.png
You can have up to 5 workflows per form for unverified organizations, and up to 20 workflows for verified organizations. To request verification, submit this form.