•     •   3 min read

Easy Google Forms automation with Worksection

You’ve already learned about the pos­si­bil­i­ty of direct inte­gra­tion with Zapi­er. So we decid­ed to go fur­ther and tell you more about its capabilities. 

This arti­cle is the start of a series of mate­ri­als on the set­up of automa­tion, with using Google ser­vices as an exam­ple. Before we start, let’s remem­ber what Zapi­er is.

Briefly about Zapier

Zapi­er is a tool that con­nects actions in dif­fer­ent ser­vices in zaps” (auto­mat­ed process­es). This great­ly sim­pli­fies your work­flow by allow­ing you to syn­chro­nize every­day tasks between services. 

With Zapi­er, you can set up a series of auto­mat­ed actions with­out the need to write code or devel­op com­plex inte­gra­tion solu­tions. Zapi­er sim­pli­fies this process to just a few clicks. This makes using your favorite ser­vices with Work­sec­tion much eas­i­er and more efficient. 

Now let’s move on to the prac­ti­cal part and set up Google Forms automa­tion with Worksection.

Google Forms + Worksection

To illus­trate, we will explore the automa­tion set­tings through a spe­cif­ic exam­ple, name­ly cre­at­ing a new task in Work­sec­tion when fill­ing out a Google Forms ques­tion­naire to process cus­tomer requests. So let’s start with the con­fig­u­ra­tion itself:

Set­ting up a trigger 

For the trig­ger, we select the New form response in Google Forms” action, which means that fill­ing out the form you pro­vid­ed will trig­ger an action in Worksection.

How to add a form?

Once you have select­ed an action, the next step is to log in to your Google Account. The next step is to select the form you need in the Trig­ger” tab. The form must have been cre­at­ed in your Google Forms account.


Then let the sys­tem test the trig­ger, and you’re ready to move on to the next stage.

Action set­tings

As an action, we choose Cre­ate task in project”:


The next step is to log in to Work­sec­tion and then go to the auto­mat­ic task cre­ation set­tings. Here, you can cus­tomize the task infor­ma­tion to suit your needs. 

This is an exam­ple of how to use auto­mat­ic data entry. When you cre­ate an automa­tion your­self, you can choose the appro­pri­ate con­fig­u­ra­tion for your processes. 

You can either enter text man­u­al­ly or add a tag with the answer to a ques­tion from a Google form, which will be auto­mat­i­cal­ly pulled into the task when filled in.

We have also pre­pared a detailed video tuto­r­i­al with the algo­rithm for cre­at­ing an automa­tion. This is avail­able by fol­low­ing the link to the video
on our YouTube channel 🎥

What will the func­tion­al­i­ty be use­ful for?

There are many use cas­es. It all depends on the spe­cif­ic needs of your busi­ness. Zapi­er can be a use­ful assis­tant for you, to whom you can eas­i­ly del­e­gate repet­i­tive, tem­plate-based tasks, which will help you opti­mize your work­ing time with greater efficiency. 

Here are some more ideas of what you can use Google Forms + Work­sec­tion automa­tion for:
  • Col­lect­ing and stor­ing feed­back at the end of the project
Once the project is com­plete, use Google Forms to col­lect feed­back. The data can be auto­mat­i­cal­ly import­ed into Work­sec­tion using Zapi­er. Then this infor­ma­tion can be used to ana­lyze cus­tomer sat­is­fac­tion and plan fur­ther improvements.
  • Improv­ing inter­nal communication
Automa­tion will help sim­pli­fy the col­lec­tion of inter­nal infor­ma­tion, such as vaca­tion requests or ideas for improv­ing work­flows, from the team. Respons­es are eas­i­ly trans­formed into tasks for dis­cus­sion and con­trol with­in Work­sec­tion, ensur­ing orga­nized pro­cess­ing and feedback.
  • Set­ting tasks for fix­ing ser­vice bugs
Google Forms automa­tion will be a con­ve­nient solu­tion for cre­at­ing tasks in Work­sec­tion with devel­op­ment requests for the tech­ni­cal depart­ment. In this way, a non-tech­ni­cal spe­cial­ist will auto­mat­i­cal­ly gen­er­ate a cor­rect tech­ni­cal task in the sys­tem for pro­gram­mers after fill­ing out the form. 
  • Opti­mize job appli­ca­tion processing
The automa­tion process can sim­pli­fy the pro­cess­ing of job inquiries, appli­ca­tions, or oth­er HR tasks, ensur­ing effi­cient man­age­ment of resources and candidates.
  • Inven­to­ry or resource management
If your com­pa­ny sells prod­ucts, Google Forms can be used to col­lect orders and restock­ing notices, and Zapi­er can auto­mat­i­cal­ly cre­ate tasks for the appro­pri­ate peo­ple in your organization.

To sum up

Today, we’ve already explored direct inte­gra­tion between Work­sec­tion and Zapi­er, using sim­ple automa­tion with Google Forms as an exam­ple. The aim of this mate­r­i­al is to expand your project man­age­ment poten­tial and opti­mize this process for max­i­mum busi­ness devel­op­ment benefit. 

esc
Share
или
PM school
Kanban boards are powerful tools for project management. It helps in organizing workflows, tracking tasks, and boosting company productivity. They simplify complex projects by breaking them into smaller...
20 December 2024   •   13 min read
PM school
Project management tools are essential for any company. They help businesses stay organized, encourage collaboration and meet deadlines. These services streamline work processes and improve team productivity...
20 December 2024   •   12 min read
PM school
Dashboards are an essential project management tool. They provide a single place to monitor tasks, track time and measure progress. They simplify complex workflows, improve collaboration and provide a...
19 December 2024   •   12 min read
Get started now
Please enter your real email 🙂