Jotform Workflows Tutorial: How to Use Jotform Workflows
Not sure where to start with Jotform Workflows?
This beginner-to-advanced tutorial walks you through everything you need to know to automate approvals, emails, tasks, and integrations — all without writing a single line of code.
Whether you’re building your first workflow or looking to take complex processes to the next level, this video covers the most important workflow features step by step.
What you’ll learn in this video:
Create workflows from existing forms, templates, or scratch
Use 200+ workflow templates to get started faster
Build approval flows with single approvers, teams, or signing steps
Send automated approval, denial, and notification emails
Add tasks to ensure steps are completed before workflows continue
Control workflow logic with If/Else, Conditional Branches, and Split Flows
Pause workflows for hours, days, or specific dates
Set signing order, comments, reminders, and expiration rules
Track workflow progress and outcomes visually
Integrate with tools like Google Drive, ClickUp, CRMs, and more
Use webhooks for advanced automation
Publish and share workflows via links, embeds, apps, or email
Jotform Workflows makes it easy to automate hiring, approvals, onboarding, requests, and internal processes — all with a visual, no-code builder that anyone can use.
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👉 Learn more about Jotform Workflows: https://link.jotform.com/ZWHnBEGAfE
👉 Read more on Jotform Workflows: https://link.jotform.com/dGvA3t14ab
👉 How to Create a Workflow With Jotform Workflows: https://link.jotform.com/mjPnBW07Be
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00:00 Introduction
00:42 Starting a Workflow from a Form
01:30 Using Workflow Templates
02:15 Creating a Simple Workflow from Scratch
04:15 Approval Settings & Notification Emails
06:10 Sending Approval/Denial Emails
07:25 Workflow Settings & Publishing
08:20 Adding Tasks to Workflow
09:45 Using Approve and Sign
10:35 Team Approvals
11:15 Flow Reports, Payment Forms & Webhooks
12:15 Logic Tools: If-Else, Conditional Branch, Split Branch
15:30 Pause Element & Workflow Timing
16:30 Advanced Approval Options
17:30 Integrations (Google Drive, ClickUp, CRM)
20:30 Subscribe to Jotform Workflows