Automations and integrations
Open Automation in an upload page to choose what should happen after a submission. Start with the output you need, then
test that output with a sample.
The Automation menu with email, AI processing, Google Sheets, Zapier, Make, and webhooks.
Goal Guide Plan or access Notify teammates by email Team email notifications Configurable recipients on Solo and above.
Extract values from documents Configure AI processing Available credits and supported files. Keep a spreadsheet log
Google Sheets Pro or Agency and Google authorization. Create records or tasks in another app Zapier or Make Pro or
Agency; an enabled workflow in that service. Receive signed submission events Webhooks Pro or Agency and a receiving
endpoint. Read records through your own software API tokens Pro or Agency and the required scopes. Ask an AI assistant
to work with pages Connect an AI client with MCP A supported client and approved workspace permissions.
Check the full result
A successful file upload and a successful automation are separate outcomes. Inspect the submission, then check the
Sheet, recipient, or receiving service. File links and metadata in a payload do not grant that service access to your
storage account.
The uploader-confirmation and custom email-template controls are not connected to current submission email delivery. Use
the Success message or a tested external workflow if you need an acknowledgment.
Build a workflow
Use the recipes for CRM records, tasks, team-channel notifications, or a document checklist.
Use stable submission IDs to prevent duplicate downstream work. Review mappings after changing questions or extraction
columns. For a missing result, follow Troubleshoot automations.
