Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
Mode 2 & 3: Generate & Send PDF/document only
2.1 How to generate PDF/document
2.2 Common file template errors
2.3 Send PDF/documents to recipients
2.4 Send PDF/documents to respondents
3.1 Combine Modes – Setup File Template
3.2 Combine Modes – Add recipients
Email Settings & Features:
4.1 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
4.7 Set Conditions for Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
6.8 Avoid Automatic Approval/Rejection
6.11. Cancel a Request via Email
6.13. Change Decision for Recipients
6.15. Approve via Dashboard for Recipients
6.16. Form Owner Approves on Behalf of Recipients
Learn about the 4 modes in PerformFlow and how to choose the one that best fits your workflow.
What Are the Four Modes?
PerformFlow offers 4 modes to fit different workflow needs:
1. Create approval workflow
Send approval request emails when someone submits your form. Recipients can approve or reject directly from the email, and everyone receives a final status update when the process is complete.
2. Generate document/PDF
Automatically create a Google Doc and PDF every time a form is submitted. Use this mode if you just want to generate documents without sending or approval steps.
3. Generate & send document/PDF
Generate a Google Doc and PDF for each form submission and automatically send them to your chosen recipients. Great for sharing completed documents instantly.
4. Combine all modes
Generate documents, send them, and request approvals in one seamless workflow. Recipients get the generated file and can approve or reject right from the same email.
How to Select a Mode
1. Open your Google Form.
2. Click the PerformFlow add-on icon.
3. When the Configuration menu opens, choose the mode you want.
4. PerformFlow will take you to that mode’s setup screen.
Tip: You can only use one mode at a time.
To switch modes, click Mode: [current mode name] at the top of the Configuration menu. You’ll return to the mode selection screen to pick another mode.
Features of Each Mode
Mode 1: Create approval workflow
You can:
Send automatic approval and notification emails.
Approve or reject requests with one click.
Send a final email summary.
Track approval results in Google Sheets.
Mode 2: Generate document/PDF
You can:
Add your own Google Docs template.
Choose where to save files in Google Drive.
Automatically create a Google Doc and PDF for each submission.
Mode 3: Generate & send document/PDF
You can:
Add your Google Docs template.
Choose your Drive folder for saved files.
Automatically generate PDFs and Docs.
Add recipients and choose which file types they receive.
Automatically send the files after each submission.
Mode 4: Combine all modes
You can:
Add a Google Docs template.
Choose a Drive folder for saved files.
Auto-generate PDFs and Docs.
Add static or dynamic recipients.
Assign roles (approve, notify only, etc.).
Send notification emails with the attached file.
Let recipients approve or reject directly from the email.
Include the form respondent in the workflow, with optional editing rights.