1.Captures new progress review entry
Integrate Typeform and form submission tools to trigger on new progress review submissions to capture review details.
Create and share progress review spreadsheet with respondent
Automatically monitor new entry submissions across Typeform and Google Sheets workflows. Automatically create and update progress review spreadsheets when new progress review submissions or qualifying responses arrive or review type is flaggedβso you can generate review files, populate worksheet rows, and share them with respondents without manual follow-up.
How this automation accelerates progress reviews
When a new Typeform entry is submitted for a progress review, delays can stall feedback. This automation creates a spreadsheet, updates the worksheet, organizes it in the right folder, and shares it with the respondentβso your team can deliver reviews faster.
Typeformor swap with your favorite app
2.Filters qualifying review submissions
Integrate Filter by Zapier and form field rules to continue only for qualifying progress review submissions to reduce noise.
Filter by Zapieror swap with your favorite app
3.Creates a spreadsheet from template
Integrate Google Sheets and spreadsheet templates to create a progress review spreadsheet to populate title and description.
Google Sheetsor swap with your favorite app
4.Updates worksheet rows from entry
Integrate Google Sheets and spreadsheet data mapping to update the created worksheet and rows to fill in responses.
5.Moves spreadsheet into the program folder
Integrate Google Drive and file organization tools to find or create the right program folder to move the spreadsheet.
Google Driveor swap with your favorite app
6.Shares the file with writer access
Integrate Google Drive and permissions tools to share the spreadsheet with the respondent email to grant writer access.
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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.
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