How to Create a Workflow Template For Google Docs
- Sabrina Anderson
- Jan 19, 2023
- 1 min read
Automating workflows in Google Docs is a great way to streamline your processes. Not only do they save you time, they also minimize the risk of errors. You can automate the entire process or you can pick and choose which steps to include.
For example, you can set up a workflow to send you a notification whenever an important task is completed. There are many free tools available to help you implement a workflow, such as the Simple Workflow Manager add-on. This software makes it easy to create, assign, and monitor Google form responses and sheet data.
In addition to simplifying tasks, Google Workflows also connect teams and facilitate communication. This is helpful when a group of people work on a project, such as a new purchase order. When a team member submits a requisition, it is routed to the procurement department. The request is then populated into a spreadsheet.
While a Google document is the default, the Google web store contains hundreds of add-ons. These apps can be used to manage purchase requests, generate reports, and track field trips. Some of these add-ons may require a one-time or monthly subscription.
Another helpful tool is the LucidChart add-on. This tool allows you to embed charts into your Google Sheets, which can be useful when creating workflows.
Other options include Cflow and Kissflow. Cflow is an automation tool that allows you to automate workflows by connecting with 1000+ third-party apps. It also provides robust reporting and customizable notifications.
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