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Fillout Workflows
Overview :
Fillout Workflows is an online form automation tool that transforms forms into powerful automated processes through built-in forms and scheduling workflows, saving team time. The product supports personalized email sending, event reminders, Slack notifications, follow-ups post-form abandonment, and uses AI technology for classification and routing, ensuring users receive critical submission information promptly.
Target Users :
Fillout Workflows is ideal for teams or individuals looking to automate form processing and enhance efficiency, particularly in areas such as educational administration and corporate operations that require extensive form management and follow-up.
Use Cases
Educational administrators use Fillout Workflows to automate student information collection and meeting reminders.
Corporate operations teams utilize the tool to reduce form abandonment and improve client follow-up efficiency.
Marketers enhance engagement with potential clients by sending personalized emails through Fillout Workflows.
Features
Personalized email sending: Send custom thank-you emails after form submission.
Delayed email sending: Send customized emails after a specified time.
Event email reminders: Send reminder emails to yourself before scheduled meetings.
Slack meeting reminders: Send Slack messages to yourself 5 minutes before each scheduled meeting.
Reduce no-shows: Decrease absenteeism by reminding participants to attend scheduled meetings.
Follow-up after form abandonment: Email potential clients after a form is abandoned.
Conditional email sending: Emails are only sent if specific answers are selected.
Summary emails: Provide a brief summary email for each form submission.
AI classification and notifications: Use AI to classify form submissions and receive notifications for the most important submissions.
How to Use
1. Visit the Fillout Workflows website and create an account.
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2. Select a pre-built form automation workflow or create a custom workflow.
3. Set up automated tasks after form submission, such as sending emails or Slack notifications.
4. Configure AI classification and routing rules to identify and prioritize important submissions.
5. Customize email templates to ensure communications align with your brand image.
6. Monitor workflow performance and make adjustments as needed.
7. Utilize AI technology to extract insights from form submissions to optimize processes.
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