Automate approvals and data gathering with Google Forms and Spreadsheets
Create a Workflow to collect information and approvals from your team.
On a Google spreadsheet linked to a Google form, you can quickly set up a validation workflow on each form submission.
From the spreadsheet, activate Form Workflow and specify your reviewer. You can add another level to the process, where a second reviewer acts on the submission after the first reviewer has done with it. For both levels, there can be one reviewer or several.
At any level, you can also set conditions. You can tell the add-on to send one set of requests to one reviewer, and another set of requests to another reviewer.
Reviewers will receive an email and will be able to act on the submission directly from their Gmail. They have four options: approve, decline, on hold, or send back to requestor.
You can check on the status of all the requests from your spreadsheet. A simple audit trail is offered in order to track all the events.
HOW IT WORKS
1 - Open a Google spreadsheet and run the Form Workflow add-on.
2 - Create your Google Form and choose your requestors.
3 - Configure Form Workflow and specify your reviewers.
4 - Add conditional reviewers, if necessary.
5 - Add a second level of validation, if needed.
6 - Requestors’ answers will be collected in the spreadsheet.
5 - Reviewers will receive an email to validate the requests.
6 - Requesters are notified of the status of their requests.
7 - All the information exchanged is logged in the spreadsheet, where you have quick access to them
Freemium plans have a quota of 50 requests. Lift this quota and get the Pro plan at US$72/year. Only the workflow owner needs a plan. Reviewers and requestors don’t need it for the process to work.
We told you: This is workflow done easy!