Automate New Tasks From Typeform

What Can You Do With This Automation?

Harness the power of automation to instantly convert Typeform submissions into actionable tasks, streamlining your workflow and ensuring no detail is missed. Here’s how our solution empowers your team:

• Instant Task Creation: Automatically generate tasks in your project management tool from each Typeform submission.
• Custom Workflows: Tailor automation rules to create specific tasks based on the answers provided, ensuring relevant team members are notified immediately.
• Data Synchronization: Keep all team members in sync with real-time updates to tasks generated from Typeform responses, including any attachments or detailed information submitted.
• Deadline Management: Automatically set deadlines and priorities for new tasks based on the submission data, helping your team stay on track.
• Feedback Loop: Streamline the process of collecting and acting on customer feedback by turning survey responses into actionable items or follow-up tasks.

Use Cases For Automating New Tasks From Typeform

Automating the creation of new tasks from Typeform submissions can transform various aspects of business operations, streamlining processes and enhancing productivity. Here are some potential use cases:

• Sales Lead Follow-up: Automatically create tasks for sales teams to follow up on leads captured through Typeform surveys, ensuring timely engagement with potential customers.
• Project Feedback Loop: Use Typeform for project feedback collection. Automate task creation for addressing specific feedback points, and enhancing product or service quality.
• Onboarding Processes: For HR departments, automate the creation of tasks related to employee onboarding steps based on Typeform submissions, from document submissions to scheduling orientation sessions.
• Content Management: For content teams, submissions through Typeform requesting new content or reporting issues can automatically become tasks, streamlining the editorial calendar and maintenance.
• Inventory Requests: In operations or inventory management, Typeform submissions for inventory requests can trigger tasks for review and fulfillment, ensuring stock levels are appropriately managed.

This automation not only saves time but also ensures that every submission is acted upon promptly, improving efficiency and response times across departments.

How To Use This Form Automation

Here’s how to set up your first Taskade Automation:

1. Go to the Automations tab in your workspace or folder.
2. Click ➕ Add automation
3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
4. Specify the conditions for the trigger on the right.
5. Click Save Changes in the top-right corner.