1.Detect new form response
Integrate Google Forms and form data fields to extract submission details for the new approval request record.
Create approval records and notify reviewers from form
Automatically monitor new form responses across Google Forms and route approval requests to your review workflow in Slack, Notion, and Delay by Zapier. Create and update records and notify reviewers when new response arrives, submission ID appears, or approval request submittedβso you can start triage, share context, and follow up without manual copying.
How this automation accelerates approval triage your review workflow
When new form responses arrive, delays can happen while people copy details into approval tools. This automation captures submission data by creating Notion records and notifying reviewers in Slackβso your team can begin triage and follow up on time without manual copying.
Google Formsor swap with your favorite app
2.Send review channel message
Integrate Slack and templated messaging to post reviewer notifications and include a placeholder link to the new record.
Slackor swap with your favorite app
3.Create database item
Integrate Notion and document databases to create an approval record with mapped fields and submission timestamps.
Notionor swap with your favorite app
4.Wait before follow-up
Integrate Delay by Zapier and scheduling tools to pause 7 days before sending the next reviewer reminder.
Delay by Zapieror swap with your favorite app
5.Send follow-up reminder
Integrate Slack and notification workflows to send a reminder that links to the Notion record and notes follow-up status.
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Add proof recipients to approval list and notify
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Approve billing statement and start approval workflow now
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Approve related proof records when sheet status completes
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Approve statements and add governance timestamp to records
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Approve trust center requests and waive document checks
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Attach new team photos to event records for approvals
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Attach signed agreement PDFs and update project records
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Create and attach approval PDFs to approved requests
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Create and attach mediation presentation to opportunity record
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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