Workflows Features

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See all the ways you can build your first Workflow.

Workflow Builder

Create workflows with a fast, intuitive drag-and-drop builder, perfect for everything from simple approvals to complex, multi-branch flows.

Actions

Create dynamic workflows with powerful step actions. Send forms and emails, assign tasks, and collect approvals, signatures, and payments for smooth automation.

AI Actions

Automate your workflows with AI Actions that analyze, generate, summarize, calculate, categorize, and extract information.

Logic & Flow Control

Build workflows with precision using a wide variety of elements designed to collect data, automate tasks, trigger actions, and control flow logic.

Integrations

Connect your workflows with the tools your team already uses. Jotform Workflows integrates with popular apps like Google Drive, Slack, Airtable, QuickBooks, and more.

Approvals

Streamline your decision-making processes with built-in approval and task features. Assign reviewers, track approvals, and collect decisions or sign-offs with a single click.

Flow Tracking

Get full visibility into your workflows with real-time tracking and activity logs. Monitor each step, spot bottlenecks, and review past actions with a clear audit trail.

Payment Requests

Automate payment collection throughout your workflows. Request payments, verify completed transactions, and collect funds through 10+ payment gateways using conditional logic to keep your business processes moving.

Mobile Actions

Approve tasks, track progress, and manage your inbox from your mobile device. Stay connected and in control of your workflows wherever you go.

Data Management

Easily organize, view, and analyze all your workflow data in one place. Use customizable reports and dashboards to track progress, measure performance, and gain actionable insights.

Enterprise

Access advanced features designed for large organizations, including multiuser management, white labeling, and custom domains.

Security

Jotform has always been committed to safeguarding your data. We implement the same security features for AI Agents.