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Forms & workflows

Forms, approvals and the workflow between them

A Google Form gives you a response tab. What you wanted was a process.

Collecting the submission is the easy five percent. The work is what happens next: routing it to the right approver, chasing them when they sit on it, recording the decision, generating the document, notifying the requester, and leaving an audit trail that survives a question three months later.

We build that around Forms and Sheets — requests, approvals, purchase orders, leave, onboarding, timesheets, incident reports — without a workflow SaaS subscription, and without anything the team has to be trained on beyond a link.

You probably recognise at least one of these

  • Responses landing in a tab and then depending on someone noticing
  • Approvals happening in email with no record of who approved what
  • The same information retyped into a document after every submission
  • No way to answer 'where is my request'
  • Form edits silently breaking the downstream formulas

What you get

  • Form and response structure designed so later edits do not break the sheet
  • Routing rules that send each submission to the right person
  • Approve/reject by email or a simple approvals sheet, with full audit trail
  • Automatic document generation from a Docs template where relevant
  • Status notifications to the requester at each step

How the engagement runs

Map the process

Including the exceptions and the escalation path.

Fixed quote

Scope, price, date.

Build and test

Run through with real approvers before launch.

Launch

Two weeks of adjustments included.

Questions we get asked

Can approvers act without logging in?
Yes, via signed links in the notification email, if that suits your security posture. Otherwise approvals happen in a protected sheet.
Can we generate a PDF from each submission?
Yes — a Google Docs template merged with the response and saved to a Drive folder or emailed.
What if we change the form later?
We structure the response sheet so added questions append rather than shift columns, and document what to check before you edit.

Tell us what it needs to do

Share the file or describe the outcome. We reply with scope, price and a delivery date.

Get a fixed quote