Is there a way to automate sending out a Form?

Tristin Farley

We are using forms as a way to gather feedback. We are hoping to find a way to automatically generate at a certain date/when a certain condition has been met. The only thing I have found is the "Request Update" workflow function. While this gets the job done, I would like to be able to look at the responses on a separate sheet that also allows for a comparison between other responses. If anyone has any insight it would be greatly appreciated.

Jason Albrecht

Hi @Tristin Farley

When automating the "Request Update" you can include a link to the form as part of the email body.

Would this work for you?

Andrée Starå

Hi @Tristin Farley

I hope you're well and safe!

To add to Jason's excellent advice/answer.

Another option would be to have an automated Alert with the link to the form instead.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Tristin Farley

Hello @Jason Albrecht and @Andrée Starå,

Both are great options, Thank you for the help!