Workflow Template Categories
You can find any Workflow Template Category that fits your needs.
Approvals
Save time by automating all the approvals tasks of your department. Easy-to-customize online approval workflow templates. Respond to submissions on any device. No coding required.
Administration
Save time by automating your administration workflow tasks. Easy-to-customize online workflow templates. Respond to submissions on any device. No coding required.
Application
Automate your application process with Jotform’s free application workflow templates. Easy to customize. Set up autoresponders, notifications, and more.
Education
Automate your school’s all workflows with Jotform. Easy-to-customize automated workflow templates. Send autoresponders and notifications. No coding required.
Finance
Automate your finance department’s workflow processes. Free, easy-to-customize workflow templates. Respond on any device. Send autoresponder emails and notifications.
Healthcare
Free online healthcare workflow templates. Respond to requests on any device. Automate your organization’s workflows. Easy drag-and-drop customization. No coding.
Human Resources
Free automated workflow templates for HR departments. Great for job applications, PTO and leave requests, and more. Add stakeholders and other steps easily. No coding.
IT
Process IT requests with ease from any device. Free automated online workflow templates. Easy to customize with no coding. Add approvers, emails, notifications, steps, integrations and more.
Loan Application
Process loan application processes from any device. Free automated online workflows. Great for banks and financial institutions. Easy drag-and-drop customization.
Marketing
Automate workflows for your marketing team. Free automated workflow templates for content and design requests. Easy to customize. No coding.
Nonprofit
Process applications for volunteers, pet adoptions, and more. Free automated workflow templates for nonprofits. Set up without any coding. Send notifications.
Procurement
Manage workflows for vendors, suppliers, clients, and more. Free automated workflow templates for businesses. Easy to customize. No coding required.
Project Management
Streamline workflows for project management. Free automated workflow templates for any project. Easy to customize. Assign approvers via email. No coding.
Requisition
Streamline the way you collect and respond to requests. Free automated workflow templates for request forms. Easy to customize and assign approvers and tasks. No coding.
Reservation
Streamline and automate reservations for your events, hotel, or restaurant. Free automated workflow templates. Easy to customize and add approvers and steps. No coding.
Sales
Manage your sales process with ease. Free automated workflow templates for orders, cancellations, refunds, and more. Easy to customize. No coding required.
Data & Form Automation
Create a data & form automation template to streamline workflows, sync form submissions, or eliminate manual data entry. Just choose one of the premade data & form automation template examples or start your own data & form automation template!
Sales & CRM Automation
Browse Sales & CRM Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Support & Conversational Automation
Browse Support & Conversational Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Operations & Productivity Automation
Create an operations & productivity automation template to optimize team workflows, track daily operations, or boost workplace productivity. Just choose one of the premade operations & productivity automation template examples or start your own operations & productivity automation template!
Marketing Automation
Browse Marketing Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Alert / Notification Automation
Browse Alert / Notification Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Task / Project Management Automation
Create a task / project management automation template to track project progress, automate task assignments, or streamline team workflows. Just choose one of the premade task / project management automation template examples or start your own task / project management automation template!
Scheduling Automation
Browse Scheduling Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Email Productivity Automation
Browse Email Productivity Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Customer Support Automation
Browse Customer Support Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Decision Support Automation
Create a decision support automation template to evaluate risk metrics, streamline data-driven choices, or automate complex evaluations. Just choose one of the premade decision support automation template examples or start your own decision support automation template!
CRM / Contact Management Automation
Browse CRM / Contact Management Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Approval Workflow Automation
Create an approval workflow automation template to streamline internal requests, automate manager sign-offs, or accelerate document approvals. Just choose one of the premade approval workflow automation template examples or start your own approval workflow automation template!
Data Sync Automation
Browse Data Sync Automation workflow templates to connect apps, reduce manual work, and automate repeatable processes.
Report / Digest Automation
Create a report / digest automation template to aggregate submission data, schedule recurring summaries, or track key performance metrics. Just choose one of the premade report / digest automation template examples or start your own report / digest automation template!