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PRACTICALLY GENIUS RESOURCES |
Workflow Automation
Workflow Automation
Get best practices for automating your workflows, and learn how to create engaging digital experiences.
Featured Resources
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Podcast
Practically Speaking: Trends in Automation
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Podcast
Unlocking Your Automation Superpower
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Guide
8 Business Workflows to Improve Your Company Today
1000
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Guide
Education
7 Education Form Workflows to Improve Your School Today
1
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Guide
Healthcare
7 Healthcare Workflows to Improve Your Office Today
1
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Guide
Financial Services
7 Workflows to Automate Your FinServ Institution
1
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Customer Story
Financial Services
Jason Improves the Customer Experience with Secure Tax Forms
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Customer Story
Education
Automating the Expense Reimbursement Process
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Customer Story
Education
Automating International Visa Letter Requests
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Customer Story
Nonprofit
Emily Fully Automates Contract Workflows and Saves $50K
980
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Customer Story
Financial Services
Megan Cuts 26 Days from Credit Union’s Membership Processing
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Customer Story
Professional Sports
Kyle Replaces Hundreds of Spreadsheets with One Solution
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Customer Story
Education
Jake Streamlines Higher Education Workflows in Salesforce
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Insurance
Chelsea Brings Efficiency to the Insurance Sales Process
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Customer Story
Chris Transforms Membership Processes with Automation
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Event
Webinar
Healthcare
How 4 Systems are Rethinking Care Delivery Through Automation
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Event
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Insurance
How to Win More Clients with Insurance Quote Automation
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Event
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Education
Building Seamless Engagement from Admissions to Alumni Relations
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Event
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Healthcare
The State of Healthcare Interoperability In 2019
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Event
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2022 State of Digital Maturity: Advancing Workflow Automation Webinar
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Event
Webinar
Healthcare
(In)form Your Patient Experience Through Workflow
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Event
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Education
Simplify Your Workday with Workflow Automation
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Event
Webinar
Energize Your Digital Workflows with Formstack Sign
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Blog
Professional Sports
Formstack's Subaccount Model Through an Olympic Lens
2
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Blog
Financial Services
Unlock Efficiency: Our 2024 FinServ Workflow Guide is Here
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Blog
Financial Services
Formstack Unveiled Roundtrip Applied Epic-Formstack Sign Integration at AppliedNet
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Our 2024 Education Guide is Here
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Results
Blog
Can Automation Actually Improve Employee Engagement?
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Human Resources
April 26, 2023
Blog
Healthcare
4 Steps to Digital Transformation in Healthcare
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Digital Transformation
Healthcare
April 25, 2023
Blog
Healthcare
3 Healthcare Workflows You Can Automate Right Now
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Suite
Workflow Automation
Healthcare
April 10, 2023
Blog
Education
4 Reasons to Use No-Code Tools in Higher Education
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Suite
No-Code
Education
March 28, 2023
Blog
Healthcare
How to Manage Data Across Multiple Healthcare Facilities
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Suite
Data Management
Healthcare
March 27, 2023
Blog
Get Brilliant Formstack Tips at These Genius Labs
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Suite
Workflow Automation
March 16, 2023
Blog
Education
Automate the Way You Collect Student Admissions Data
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Suite
Formstack Builders
Education
March 9, 2023
Blog
Customize Your Signing Experience with Formstack Sign
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Sign
Formstack Builders
February 21, 2023
Blog
Insurance
3 Insurance Workflow Procedures You Can Automate Right Now
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Suite
Workflow Automation
Insurance
February 21, 2023
Blog
Start Your Automation Journey in 5 Simple Steps
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Workflow Automation
February 2, 2023
Blog
4 Application Workflow Mistakes to Avoid
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Suite
Workflow Automation
January 25, 2023
Blog
Why Now Is the Time to Replace Legacy Technology
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Suite
No-Code
January 5, 2023
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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
8 Business Workflows to Improve Your Company Today
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Suite
Workflow Automation
November 21, 2024
Guide
Healthcare
7 Education Form Workflows to Improve Your School Today
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Suite
Workflow Automation
Education
Customer Story
Caitlin and Antonio Use Formstack—for Formstack
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Suite
Human Resources
November 3, 2023
Customer Story
Financial Services
Jason Improves the Customer Experience with Secure Tax Forms
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Forms
Workflow Automation
Financial Services
Customer Story
Education
Accepting Online Scholarship Applications
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Forms
Data Management
Education
Customer Story
Real Estate
Creating Digital Membership Applications
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Forms
Data Management
Real Estate
Customer Story
Simplifying Workflows Across Departments
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Documents
Data Management
Customer Story
Financial Services
Accelerating Service with an Improved Loan Origination Process
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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
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Suite
Data Management
Nonprofit
Customer Story
Nonprofit
Ehren Improves Data Quality with Forms, Documents, and Sign
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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
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Suite
Formstack Partners
Customer Story
Healthcare
Sarah Digitizes Healthcare Workflows for Back Office Staff
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Suite
Digital Transformation
Healthcare
Customer Story
Louis Puts Customers First with 24/7 Access to Support
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Forms
Data Management
Customer Story
Insurance
Chelsea Brings Efficiency to the Insurance Sales Process
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Formstack for Salesforce
Workflow Automation
Insurance
Customer Story
Sunir Keeps a 2,000-Member Association Running Smoothly
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Forms
Data Management
Customer Story
Chris Transforms Membership Processes with Automation
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Suite
Workflow Automation
Event
Webinar
Fall ‘23 Product Release Webinar
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Event
Webinar
Fall ‘23 Product Release Webinar
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Suite
Formstack Builders
Event
Webinar
Energize Your Digital Workflows with Formstack Sign
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Event
Webinar
Energize Your Digital Workflows with Formstack Sign
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Suite
Workflow Automation
Event
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Getting Started with Formstack Documents
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Event
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Getting Started with Formstack Documents
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Documents
Formstack Customers
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Formstack's Integration with Microsoft Power Automate
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Formstack's Integration with Microsoft Power Automate
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Forms
Formstack Customers
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Education
Simplify Your Workday with Workflow Automation
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Event
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Education
Simplify Your Workday with Workflow Automation
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Suite
Workflow Automation
Education
Event
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Spring 2022 Release Notes Webinar
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Spring 2022 Release Notes Webinar
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Formstack Builders
Event
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Healthcare
(In)form Your Patient Experience Through Workflow
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Event
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Healthcare
(In)form Your Patient Experience Through Workflow
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Forms
Workflow Automation
Healthcare
Event
Webinar
Discover Formstack’s Newest Features—Winter 2022
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Event
Webinar
Discover Formstack’s Newest Features—Winter 2022
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Suite
Formstack Builders
Event
Webinar
Healthcare
Digitize Healthcare Workflows Without Risking a Data Breach
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Event
Webinar
Healthcare
Digitize Healthcare Workflows Without Risking a Data Breach
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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
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Event
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2022 State of Digital Maturity: Advancing Workflow Automation Webinar
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Suite
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Webinar
Insurance
How to Win More Clients with Insurance Quote Automation
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How to Win More Clients with Insurance Quote Automation
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Suite
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The State of Healthcare Interoperability In 2019
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The State of Healthcare Interoperability In 2019
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5 Pillars of a Successful Hiring Process
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Event
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5 Pillars of a Successful Hiring Process
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Human Resources
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Buyer’s Guide for Agile Workplace Software
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Workplace Productivity
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The Rise of the No-Code Economy Panel
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Building Seamless Engagement from Admissions to Alumni Relations
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Building Seamless Engagement from Admissions to Alumni Relations
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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.
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