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How to automate Google Forms Approval Workflow with PerformFlow

16,837 views December 29, 2019 4:32

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ChannelPerformFlow

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PerformFlow is a Google Forms add-on that can automate approval workflow via Google Form & Gmail.
With PerformFlow, you can set specific recipients to receive notification email every time a new submission sent to your Google Forms approval workflow. Plus, your recipients can immediately give approval with just one button click on email.

Get PerformFlow for free at: gsuite.google.com/marketplace/app/performflow_f…

In this video, we will show how to automate Google Forms approval workflow with PerformFlow:

Step 1: Select a Google Form you want to use and open PerformFlow add-on

Step 2: If you want to see a demo workflow, click on "Try Demo - Approval Workflow". If you already have your questions set, click "Begin Setup".
After that, select "Create Approval Workflow only" mode. then wait a few seconds to open Configuration menu where you can setup Google Forms approval workflow.

Step 3: Configure your Google Forms approval workflow, including:
- Recipient List: Here you can add a specific recipient by using "Add Static Recipient". Or, you can add dynamic recipient using the email question on your form.
- Multi-level Workflow: Enable this option to allow sending email to each recipient by sequence.
- Form Respondent: This is where you can add a form question that asks for your respondent's email. By enabling this option, your form respondent will also receive notification email informing the approval status.
- Sender's Name: Here you change email sender's name to anything you want (e.g. your company name)

Step 4: Click Save and try sending a submission by yourself!

With PerformFlow, you can automate various Google Forms approval workflow, including document approval & Forms approval workflows like PTO - time off request (a.k.a leave request), purchase request, sales invoice, room reservation, and more...

PerformFlow - Google Forms approval workflow add-on guide: performflow.com/user-guide/

FAQ: performflow.com/faq/

If you have any questions, send us to: [email protected]

About this tutorial

PerformFlow published this 4:32 video tutorial on December 29, 2019. It has been watched 16,837 times on YouTube.

Duration
4:32
Published
December 29, 2019
Views
16,837
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