What I like best about Jotform Workflows is how easily it standardises and automates business processes such as vendor onboarding, approval requests, and information collection. The platform is reliable and responsive, with workflows processing efficiently and notifications being delivered promptly. We have experienced minimal downtime, and the system scales well as process volumes increase.It reduces email back-and-forth, provides clear audit trails, and ensures required information is captured upfront, which improves efficiency, compliance, and visibility for both finance and operational teams. Jotform allows csv download to easily integrate with our finance systems and provide a strong value for money. Review collected by and hosted on G2.com.

More granular role-based permissions and approval delegation options would be useful, particularly for larger organisations with complex governance requirements.As workflow volume and user counts increase, costs can rise relatively quickly. More flexibility in pricing tiers for growing organisations would make scaling more cost-effective. Review collected by and hosted on G2.com.

The interface is easy to learn and navigate. I love that I can simply use AI to describe what I need. After the AI generates the form, it usually requires very minimal editing. I’ve only tried the free version so far, but I’m already getting approval from our management to move to the paid version so we can use it in our property management procedures.

It’s not super fast when it loads, but I’m consistently happy with the outcome, so I don’t mind waiting a bit. I also really like the integrations I can set up with Workflows. I haven’t explored them in depth yet, but I’ve had a good experience so far integrating a few widgets. Jotforms is able to train me in using the software very well using its AI function. Review collected by and hosted on G2.com.

I think what needs to be improved is using it in the phone app. Using it on my computer is easy, using it on my phone is not very user-friendly. Review collected by and hosted on G2.com.

I like that Jotform Workflows can automate what happens after my application, saving me a lot of time. It helps me avoid the need to hire more employees or spend extra time on menial tasks. The more time I can dedicate to doing my actual job rather than administrative work or replying to customers, the better my overall sales become. As the only one at my company, it's great because it automates the workflow, ensuring I don't need other people to get things done or push customers to take the next step. The workflow tells them where to go next, so I don't need staff for that. Review collected by and hosted on G2.com.

I think just the simplicity sometimes of connecting to other CRMs. And how to make everything work and vibe faster. That could be improved. It was okay, but the initial setup could be easier. Review collected by and hosted on G2.com.

I use Jotform Workflows to automate integrations and use approvals, which decreases the complexity of building a custom tool with logic and flags for completing pipelines and working with multiple integrations. It's great that it works with AI, so describing the workflow in a chat creates the workflow, plus it integrates with existing Jotform integrations. I'm really happy with the current options, and I find it very easy to set up. Review collected by and hosted on G2.com.

Nothing to dislike, it would be nice to have more templates to use as workflow ideas Review collected by and hosted on G2.com.

What I like most about Jotform Workflows is how it helps me automate and organize form-based processes from start to finish. It makes it much easier to route submissions to the right people, collect approvals, cut down on manual follow-ups, and keep everything connected in one place. Overall, the biggest upside is the time it saves, the improved visibility into each step, and the more consistent experience it creates for both users and teams. Review collected by and hosted on G2.com.

What I dislike about Jotform Workflows is that it can sometimes feel limited when building more complex approval paths or conditional logic. Some workflow steps are not as flexible as expected, and troubleshooting can take extra time when something does not route correctly. Overall, it is useful, but the setup and maintenance can become confusing for more advanced processes. Review collected by and hosted on G2.com.

I like using Jotform Workflows extensively at our IVF clinic for both internal and external processes, like creating forms that trigger automations into our EMR and CRM systems. It helps us streamline intake, follow-ups, and internal team workflows. I appreciate the way it solves the problem of manual repetitive data handling between multiple touchpoints. I definitely like the visual drag-and-drop builder, which lets you design multi-step processes quickly. This feature is super useful for non-tech people and lowers the barrier to iterating on automations when requirements often change. The setup was pretty straightforward, with our first workflow running within an hour. We also enjoy integrating Jotform Workflows with Google Sheets for data tracking, Slack for notifications when approvals are needed, and our internal EHR system via webhooks. The switch from a combination of email-based approval chains and manual spreadsheet tracking to Jotform Workflows helped us consolidate everything into one platform, reducing errors. Review collected by and hosted on G2.com.

I don't like the way Jotform Workflows handles multilinguality. It would be great if it supported native multi-language workflows out of the box, like creating a single form that automatically switches language based on the user's preference and carrying that language setting through the entire workflow including emails and approval steps. Review collected by and hosted on G2.com.

I appreciate the seamless automation that transformed our internal processes and approvals with Jotform Workflows. It helps create a useful visual audit trail which solves the problem of manual processes and requests getting buried in unread emails. I really like the visual drag-and-drop builder because it's unlike other automation tools, and I find the conditional branches very useful too. The branches help ensure requests that are over budget don't mistakenly go to the wrong person, which boosts accuracy without needing to double-check every submission. The initial setup was super easy. Jotform Workflows has made a noticeable impact, and I'd highly recommend it. Review collected by and hosted on G2.com.

Sometimes we want the automated emails to look exactly a certain way but the standard editor has some limits. The email designer feels restrictive if you want to go beyond some basic formatting. Review collected by and hosted on G2.com.

I love how Jotform Workflows has increased efficiency by 10x, allowing me to have oversight as the Chapter Treasurer and easily reassign tasks if needed. It has made my life much easier by giving me a clear view of requests and their status in the workflow. I also like the reassignment capabilities when someone selects the wrong approver. It's extremely user-friendly with a lot of options, and once I understood it, everything became much more efficient. Review collected by and hosted on G2.com.

Because I have selected a feature where I ask for the requester to add their electronic signature, JotForm does not allow them to go back in to make any edits to their submission form. If I've realized that they have incorrectly calculated the wrong number or selected the wrong option, nobody can go in to edit it, not evenly myself. Therefore, we have to delete it and resubmit it from the very beginning. Review collected by and hosted on G2.com.

I like that Jotform Workflows offers a digital way to accept and review requests, making it easy to track a request's status in the inbox. My favorite aspect is the hands-off process for handling various requests, even those needing several approval layers, like field trip requests. Review collected by and hosted on G2.com.

The workflow screen is unreadable and difficult to follow. One of my forms has 7 branches, so there is a lot going on in that screen. I wish there was a way to collapse the branch or view it as a list instead of what looks like a multi-generational family tree. I would say that the learning curve can be a bit steep. We have some other processes I wish we could put on there, but I'm afraid to break the (laborious) manual process. Review collected by and hosted on G2.com.

I really appreciate Jotform Workflows for the consistent, streamlined communication it provides, which prevents important things from falling through the cracks and allows us to operate more efficiently. I like the ability to customize and add all of the if/then logic. The conditional logic questions are particularly useful as they allow me to set up questions or fields to only show up for agents if they're relevant to their other answers, helping to prevent overwhelm and gather more specific information when necessary. The initial setup was also very easy. Review collected by and hosted on G2.com.

I wish that I could have a master dropdown list, that would automatically update all the dropdown options for a certain field on all forms at the same time. Right now, every time a new team member joins I have to remember to add them to all of our forms manually. Review collected by and hosted on G2.com.