Automate the work around your forms and documents

A workflow starts when something happens, such as a form response or a new row in a sheet, and runs its steps in order: make the document, ask for an approval, send the email, update your apps.

Read the workflow docs →
Enrolment lettersRun when: Form submitted, Enrolment form

  1. 1Fill the enrolment letter with the form's answers

    Generate document

  2. 2Ask Priya to approve the letter

    Ask for approval

  3. 3Email the letter to the address on the form

    Send email

  4. 4Add the student to the enrolments sheet

    Update Google Sheet

A trigger, then steps in order

Every task runs the same steps the same way, so you know what will happen before it does.

Choose what starts it

A form response, a new row in Google Sheets, an Airtable record, a webhook or a schedule.

Add the steps

Each step uses one tool with the settings you choose, such as the template it fills or who the email goes to.

Decide where a person checks

Add an approval wherever someone should look before the workflow carries on.

Try it, then turn it on

Run the draft on a real form response or file, then save a version and switch it on.

Tools for every step

Make documents and images from your templates, read and check the files that come in, and send the results where they need to go.

AI for the steps that need it
Extract data reads a document into fields, Decision classifies or checks something, and Translate text translates values. Each does its one job inside the step.
Results you can correct
Extracted values show on the task, each linked to where it was found, and you can fix any of them before the next step uses it.
See the full list of tools →

Read and check

Read documentExtract dataDecisionSplit PDFCompareLook up

Make

Generate documentGenerate fileZip filesTranslate text

People and apps

Ask for approvalReview dataSend emailUpdate Google SheetUpdate Airtable recordSend webhook

Paths, loops and failures

Most workflows are a straight line. When yours is not, these steps cover it.

Paths

Take a different path depending on the data, such as the amount, the country or the type of document.

For each row

Run the same steps once for every row in a list, such as one certificate for each attendee.

At the same time

Run several branches together and carry on when all of them are done.

Wait

Pause for a while, or until a date, then carry on, for example to send a reminder.

If a step fails

Run other steps instead of stopping, such as emailing someone the reason it failed.

End early

Stop the task at any step, as completed or as failed.

Gets better as you correct it

Each task shows the steps it ran and the files it read or made. The more you correct it, the more it gets right on its own.

Review: invoice INV-3317, Harbor Office Supply

Invoice numberINV-3317
Invoice date2026-10-03Not sure
Total642.00

Waiting for Priya to check the date.

Suggested rule

Harbor Office Supply writes dates day first: read 10/03 as 10 March.

ApproveEdit
How approvals and reviews work

Start workflows from anywhere

Workflows start from the apps you use and send their results wherever they need to go.

DocumentsA document made anywhere in Automette can start a workflow, such as emailing it on.
FormsEach response to your form starts a task, with its answers and files.
Google SheetsA new or changed row starts a task, and results are written back to it.
AirtableA record change starts a task, and finished files attach back to it.
ScheduleRun a workflow every day, week or month, or once at a time you choose.
ZapierStart workflows from thousands of other apps, and send their results on.
REST APIStart a task from your own software and read the result as fields.
Your AI assistantStart workflows and answer their tasks from Claude, ChatGPT or another assistant over MCP.
WebhooksTell your own app when a task finishes, fails or needs someone.
See all integrations

Agents that work with you

Every account comes with three agents that work with you in a conversation: ask for documents, or describe a template or a form instead of building it by hand.

Document generator

Makes documents from your templates when you ask: one, or one for each row of a spreadsheet.

Template designer

Creates and changes document and image templates with you, from the library or from your description.

Form builder

Creates and changes forms with you, and connects them to your templates.

Set up your first workflow.

Connect a form or a sheet to a template, add the steps, and try it on a real response. Free to start.

Read the workflow docs →