Fillout Workflows is the fastest way to build multi-step automations that trigger based on your Fillout forms and schedulers. Common use cases include automatic meeting reminders, follow-up emails, 3rd party app calls and more.

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Workflow types

Notifications

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

Approvals

Automate project approvals, HR requests, job applications, and others.

Scheduling

Allow respondents to book a time slot on your calendar.

AI

Use AI to summarize, classify or extract insights from submissions.

Conversion Kit

Enrich emails, require, route leads based on company size, and more.

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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 at the top menu followed by Workflows to createa a + Blank workflow.
2

Choose a trigger

Select a trigger.
Fillout Workflow
Workflow 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, press the + icon.
Fillout Workflows
Workflow 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)

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Edit an existing workflow

Go to Integrate from the top menu of your form, and click Workflows. Select a workflow to edit it.
Fillout Workflows

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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 the clock icon.
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You can also view a single form submission and click on the Workflows tab. The workflow run history shows when each step occurred and if there were any issues.
Good to know: 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.

AI Actions

Use AI to summarize, classify or extract insights from your form submissions.

Custom email notifications

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

Scheduling actions

Send reminders to yourself and other meeting hosts via email or Slack.