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?
Can we generate a PDF from each submission?
What if we change the form later?
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Automated reporting
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Work of this kind
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