What does this automation do?
A form submission is resolved against a lookup table, so the answer decides the owner and the section without a chain of conditions.
What can you do with it?
- Keep the routing rules in one table instead of in branching logic
- Change an owner by editing a row, not by editing the workflow
- Land the task in the right section the moment it is created
The Steps
This automation runs in 5 steps:
- When Typeform — New Submission
- Then Utilities — Lookup Table
- Then Taskade — Add Task
- Then Taskade — Assign Task
- Then Taskade — Move a task
Who is this automation for?
Built for teams routing intake across several owners or regions. A form submission is resolved against a lookup table, so the answer decides the owner and the section without a chain of conditions.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Typeform.
- Add the action "Lookup Table" from Utilities.
- Add the action "Add Task" from Taskade.
- Add the action "Assign Task" from Taskade.
- Add the action "Move a task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.