Add incoming form responses as categorized spreadsheet rows

Your form submissions arrive untriaged and delay payroll, client setup, and training assignments. The workflow files each submission into its worksheet so staff can act the same day.

Add incoming form responses as categorized spreadsheet rows

Overview

Stop letting untriaged form responses clutter inboxes and spreadsheets. Route each submission into the proper worksheet so your accounts and operations staff get clean, auditable records and can reconcile payroll and onboard clients the same day.

Add incoming form responses as categorized spreadsheet rows