PRACTICALLY GENIUS RESOURCES  |  
Workflow Automation

Workflow Automation

Get best practices for automating your workflows, and learn how to create engaging digital experiences.

Featured Resources

Sort
Podcast

Practically Speaking: Trends in Automation

See More
Podcast

Unlocking Your Automation Superpower

See More
Guide

Workflow Inspiration Guide for Business Process Automation

1000
See More
Guide
Education

‍7 Education Form Workflows to Improve Your School Today

1
See More
Guide
Healthcare

7 Healthcare Workflows to Improve Your Office Today

1
See More
Guide
Financial Services

7 Workflows to Automate Your FinServ Institution 

1
See More
Customer Story
Financial Services

Jason Improves the Customer Experience with Secure Tax Forms

See More
Customer Story
Education

Automating the Expense Reimbursement Process

See More
Customer Story
Education

Automating International Visa Letter Requests

See More
Customer Story
Nonprofit

Emily Fully Automates Contract Workflows and Saves $50K

980
See More
Customer Story
Financial Services

Megan Cuts 26 Days from Credit Union’s Membership Processing

See More
Customer Story
Professional Sports

Kyle Replaces Hundreds of Spreadsheets with One Solution

See More
Customer Story
Education

Jake Streamlines Higher Education Workflows in Salesforce

See More
Customer Story
Insurance

Chelsea Brings Efficiency to the Insurance Sales Process

See More
Customer Story

Chris Transforms Membership Processes with Automation

See More
Event
Webinar
Healthcare

How 4 Systems are Rethinking Care Delivery Through Automation

See More
Event
Webinar
Insurance

How to Win More Clients with Insurance Quote Automation

See More
Event
Webinar
Education

Building Seamless Engagement from Admissions to Alumni Relations

See More
Event
Webinar
Healthcare

The State of Healthcare Interoperability In 2019

See More
Event
Webinar

2022 State of Digital Maturity: Advancing Workflow Automation Webinar

See More
Event
Webinar
Healthcare

(In)form Your Patient Experience Through Workflow

See More
Event
Webinar
Education

Simplify Your Workday with Workflow Automation

See More
Event
Webinar

Energize Your Digital Workflows with Formstack Sign

See More
Blog
Professional Sports

Formstack's Subaccount Model Through an Olympic Lens

2
See More
Blog
Financial Services

Unlock Efficiency: Our 2024 FinServ Workflow Guide is Here

See More
Blog
Financial Services

Formstack Unveiled Roundtrip Applied Epic-Formstack Sign Integration at AppliedNet

3
See More
Blog
Education

Our 2024 Education Guide is Here

1
See More

Workflow Automation

Resources
Clear
SEARCH
SHOW FILTERS
HIDE FILTERS
Clear
FILTER BY PRODUCT
Clear
FILTER BY TOPIC
Show MoreShow Less
Clear
FILTER BY Industry
Reset All
Sort
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Showing
#
Out of
#
Results
Blog
Consolidating Vendors? Here’s What to Look For
See more
Suite
IT
January 24, 2023
Blog
Why Now Is the Time to Replace Legacy Technology
See more
Suite
No-Code
January 5, 2023
Blog
3 Processes to Digitize in 2023
See more
Digital Transformation
December 15, 2022
Blog
Healthcare
3 Reasons to Use No-Code in Healthcare
See more
No-Code
Healthcare
December 1, 2022
Blog
What You Need to Know About Business Process Optimization
See more
Suite
Workplace Productivity
November 9, 2022
Blog
How Workflow Automation Can Save You 18 Hours a Week
See more
Suite
Workflow Automation
April 4, 2023
Blog
Healthcare
Data Management in Healthcare: Benefits and How to Improve
See more
Data Management
Healthcare
October 18, 2022
Blog
Document and eSignature Problems? We Have the Answers
See more
Suite
Workflow Automation
September 21, 2022
Blog
Healthcare
5 Brilliant Ways One Hospital Uses Formstack
See more
Suite
Workflow Automation
Healthcare
September 14, 2022
Blog
Government
Time to Digitize Your City Government? Here’s How
See more
Digital Transformation
Government
August 31, 2022
Blog
How HIKE2 and Formstack Reimagined the Manufacturing Industry
See more
Formstack for Salesforce
Data Management
August 25, 2022
Blog
Financial Services
5 Steps to Smoother Wealth Management Client Onboarding
See more
Suite
Workflow Automation
Financial Services
August 3, 2022
Podcast
Practically Speaking: Trends in Automation
Suite
Workflow Automation
See more
Podcast
Unlocking Your Automation Superpower
Workflow Automation
See more
Guide
Healthcare
7 Workflows to Automate Your FinServ Institution 
See more
Suite
Workflow Automation
Financial Services
Guide
Healthcare
7 Healthcare Workflows to Improve Your Office Today
See more
Suite
Workflow Automation
Healthcare
Guide
Healthcare
Workflow Inspiration Guide for Business Process Automation
See more
Suite
Workflow Automation
Guide
Healthcare
‍7 Education Form Workflows to Improve Your School Today
See more
Suite
Workflow Automation
Education
Customer Story
Caitlin and Antonio Use Formstack—for Formstack
See more
Suite
Human Resources
November 3, 2023
Customer Story
Financial Services
Jason Improves the Customer Experience with Secure Tax Forms
See more
Forms
Workflow Automation
Financial Services
Customer Story
Education
Accepting Online Scholarship Applications
See more
Forms
Data Management
Education
Customer Story
Real Estate
Creating Digital Membership Applications
See more
Forms
Data Management
Real Estate
Customer Story
Simplifying Workflows Across Departments
See more
Documents
Data Management
Customer Story
Financial Services
Accelerating Service with an Improved Loan Origination Process
See more
Suite
Data Management
Financial Services
Customer Story
Education
Automating the Expense Reimbursement Process
See more
Forms
Workflow Automation
Education
Customer Story
Education
Overhauling Payment Processes
See more
Forms
Workplace Productivity
Education
Customer Story
Financial Services
Automating Applications for Improved Client Experience
See more
Formstack for Salesforce
Salesforce
Financial Services
Customer Story
Education
Automating International Visa Letter Requests
See more
Suite
Workflow Automation
Education
Customer Story
Nonprofit
Emily Fully Automates Contract Workflows and Saves $50K
See more
Suite
Workflow Automation
Nonprofit
Customer Story
Nonprofit
Andrew Saves Hundreds of Hours with the Formstack Platform
See more
Suite
Data Management
Nonprofit
Customer Story
Nonprofit
Ehren Improves Data Quality with Forms, Documents, and Sign
See more
Suite
Data Management
Nonprofit
Customer Story
Financial Services
Megan Cuts 26 Days from Credit Union’s Membership Processing
See more
Suite
Workflow Automation
Financial Services
Customer Story
Professional Sports
Kyle Replaces Hundreds of Spreadsheets with One Solution
See more
Suite
Workflow Automation
Professional Sports
Customer Story
Education
Jake Streamlines Higher Education Workflows in Salesforce
See more
Formstack for Salesforce
Workflow Automation
Education
Customer Story
Adam Easily Builds Complex Workflows for Salesforce
See more
Suite
Formstack Partners
Customer Story
Healthcare
Sarah Digitizes Healthcare Workflows for Back Office Staff
See more
Suite
Digital Transformation
Healthcare
Customer Story
Louis Puts Customers First with 24/7 Access to Support
See more
Forms
Data Management
Customer Story
Insurance
Chelsea Brings Efficiency to the Insurance Sales Process
See more
Formstack for Salesforce
Workflow Automation
Insurance
Customer Story
Sunir Keeps a 2,000-Member Association Running Smoothly
See more
Forms
Data Management
Customer Story
Chris Transforms Membership Processes with Automation
See more
Suite
Workflow Automation
Event
Webinar
Fall ‘23 Product Release Webinar
See more
Event
Webinar
Fall ‘23 Product Release Webinar
See more
Suite
Formstack Builders
Event
Webinar
Energize Your Digital Workflows with Formstack Sign
See more
Event
Webinar
Energize Your Digital Workflows with Formstack Sign
See more
Suite
Workflow Automation
Event
Webinar
Getting Started with Formstack Documents
See more
Event
Webinar
Getting Started with Formstack Documents
See more
Documents
Formstack Customers
Event
Webinar
Formstack's Integration with Microsoft Power Automate
See more
Event
Webinar
Formstack's Integration with Microsoft Power Automate
See more
Forms
Formstack Customers
Event
Webinar
Education
Simplify Your Workday with Workflow Automation
See more
Event
Webinar
Education
Simplify Your Workday with Workflow Automation
See more
Suite
Workflow Automation
Education
Event
Webinar
Spring 2022 Release Notes Webinar
See more
Event
Webinar
Spring 2022 Release Notes Webinar
See more
Formstack Builders
Event
Webinar
Healthcare
(In)form Your Patient Experience Through Workflow
See more
Event
Webinar
Healthcare
(In)form Your Patient Experience Through Workflow
See more
Forms
Workflow Automation
Healthcare
Event
Webinar
Discover Formstack’s Newest Features—Winter 2022
See more
Event
Webinar
Discover Formstack’s Newest Features—Winter 2022
See more
Suite
Formstack Builders
Event
Webinar
Healthcare
Digitize Healthcare Workflows Without Risking a Data Breach
See more
Event
Webinar
Healthcare
Digitize Healthcare Workflows Without Risking a Data Breach
See more
Security & Compliance
Healthcare
Event
Webinar
Healthcare
How 4 Systems are Rethinking Care Delivery Through Automation
See more
Event
Webinar
Healthcare
How 4 Systems are Rethinking Care Delivery Through Automation
See more
Suite
Workflow Automation
Healthcare
Event
Webinar
2022 State of Digital Maturity: Advancing Workflow Automation Webinar
See more
Event
Webinar
2022 State of Digital Maturity: Advancing Workflow Automation Webinar
See more
Suite
Workflow Automation
Event
Webinar
Insurance
How to Win More Clients with Insurance Quote Automation
See more
Event
Webinar
Insurance
How to Win More Clients with Insurance Quote Automation
See more
Suite
Workflow Automation
Insurance
Event
Webinar
Healthcare
The State of Healthcare Interoperability In 2019
See more
Event
Webinar
Healthcare
The State of Healthcare Interoperability In 2019
See more
Suite
Workflow Automation
Healthcare
Event
Webinar
5 Pillars of a Successful Hiring Process
See more
Event
Webinar
5 Pillars of a Successful Hiring Process
See more
Human Resources
Event
Webinar
Buyer’s Guide for Agile Workplace Software
See more
Event
Webinar
Buyer’s Guide for Agile Workplace Software
See more
Workplace Productivity
Event
Webinar
The Rise of the No-Code Economy Panel
See more
Event
Webinar
The Rise of the No-Code Economy Panel
See more
Suite
No-Code
Event
Webinar
Education
Building Seamless Engagement from Admissions to Alumni Relations
See more
Event
Webinar
Education
Building Seamless Engagement from Admissions to Alumni Relations
See more
Suite
Workflow Automation
Education
No results found.

Explore

Workflow Automation

Get best practices for automating your workflows, and learn how to create engaging digital experiences.

Salesforce

Explore tips and stories that will help you improve workflows and make the most of your Salesforce investment.

No Code

Learn how no-code technology can empower your team to solve workflow challenges without any technical know-how.

Digital Transformation

Get best practices for automating your workflows, and learn how to create engaging digital experiences.