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Why you should use Typeform for memos and tutorials

Quickly send step-by-step directions to your team, then collect the names of everyone who actually read them.

By Justin Pot · October 14, 2020
A hero image for Typeform app tips with the Typeform logo on a green background

For a recent virtual retreat, we hired Teambuilding.com—who are also Zapier customers—to run a trivia session. To get everyone on the same page, they sent us all instructions using Typeform, which I thought was kind of brilliant. You could read a page, hit enter, then read the next page of instructions. It never felt like I was being confronted with a wall of text, which made it easy to parse everything quickly. (I went on to lose at trivia, badly, but I got a blog post out of it, so in a way, I'm the real winner.)

Typeform is, as the name suggests, an app for building forms—but there are off-label uses for every app. This is a great one. Here's how you can use Typeform to send memos and tutorials, then verify who actually read them.

Here are 6 ways to simplify business processes with Typeform. Check it out for more ideas.

How to use Typeform for memos and tutorials

To get started, make a form in Typeform. I recommend starting with a welcome message, just so everyone feels comfortable.

A friendly Typeform welcome message

Next, add a Statement question.

Typeform Statement question

Keep adding these "questions" until you've outlined all of the relevant information you need to share with your team.

More statement questions

This allows you to outline all of the information you want your team to know—each question is similar to a slide in PowerPoint. The difference: you can collect the name of everyone who makes it to the end. In the second-to-last slide, add a Short Text question.

Typeform Short Text question

Then ask everyone to leave their name or any other information that's helpful in verifying who read your memo.

Typeform verify name

Finally, leave a polite Thank You Screen question to wrap things up.

Typeform thank you screen

Add a picture so that your team feels appreciated.

Typeform thank you screen with Winston

And that's it! You can see my complete form here, if you want to get a feel for how it works. My example is absurd, granted, but yours doesn't have to be.

Want to compile all of your responses in some other app? Typeform's Zapier integrations let you collect the names of people who actually read your memo in Google Sheets, Trello, Airtable, or almost any other database you use.

Collect new Typeform responses as rows on Google Sheets

  • Typeform logo
  • Google Sheets logo
Typeform + Google Sheets
More details
    Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.

    Create Trello cards from new Typeform responses

    • Typeform logo
    • Trello logo
    Typeform + Trello
    More details
      If you're collecting data via form software like Typeform, often you want to create follow-up items. This Typeform-Trello integration automatically creates new Trello cards when someone completes your Typeform form.

      Add new Typeform entries to Airtable as records

      • Typeform logo
      • Airtable logo
      Typeform + Airtable
      More details
        Rather than collecting and inputting data from endless amounts of form entries, use this Typeform to Airtable automation. Set it up and each time a new entry is submitted in Typeform, Zapier will create a new record in Airtable. Create complete and accurate records for your form entries in your Airtable database automatically!

        Or, if you want real-time notifications of your team reading important memos, you can get Slack notifications or even SMS messages.

        Get Slack notifications for new Typeform entries

        • Typeform logo
        • Slack logo
        Typeform + Slack
        More details
          The best way to keep your team in the loop is to bring updates where they spend most time. Once active, this integration will automatically post messages to Slack whenever you get a new response on Typeform. Just choose what information you want to post from the response during setup, and we'll take care of the rest!

          Send SMS messages for new Typeform entries

          • Typeform logo
          • SMS by Zapier logo
          Typeform + SMS by Zapier
          More details
            Your forms are important, and you need the information submitted to those forms. Skip the hassle of always having to check in. With this integration, you can automatically get an SMS message on your phone whenever your Typeform form is filled out.

            Whatever tool you use, it will be easy to know who got through your memo or tutorial—and to follow up with the people who didn't.

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