Quick Start Guide

Getting Started

Follow this guide to set up your very first automated workflow and move from a blank form to a fully automated notification system.

1. Enable the Global Trigger

Activate the 'brain' of the add-on. Without this, the system won't process submissions.

  • 1
    In the sidebar, scroll down to Global Actions.
  • 2
    Click on Global Settings.
  • 3
    Toggle the Active Status to ON.
1. Enable the Global Trigger

2. Create a New Workflow

Define your set of instructions for each submission.

  • 1
    Click the (+) New Workflow button at the top.
  • 2
    Enter a Workflow Name (e.g., 'New Lead Alert').
  • 3
    Ensure the Status toggle is set to Enabled.
2. Create a New Workflow

3. Design Your Email Template

Customize what the recipient sees using dynamic data.

  • 1
    Switch to the Email Template tab.
  • 2
    Enter the 'To' address (or use {{Email Address}} marker).
  • 3
    Insert Variables from the right sidebar into your Subject and Body.
3. Design Your Email Template

4. Add Conditional Logic (Optional)

Filter which submissions trigger this specific email.

  • 1
    Go to the Conditions tab.
  • 2
    Select a question and an operator (e.g., 'Equals').
  • 3
    Type the value required to trigger the notification.
4. Add Conditional Logic (Optional)

5. Save and Test

Verify your setup with a real form submission.

  • 1
    Click Save Workflow at the bottom.
  • 2
    Open your Google Form in 'Preview' mode.
  • 3
    Submit a test response and check your inbox.
5. Save and Test

Next Steps & Tips

Scaling Up

Need more workflows? You can create multiple workflows for the same form (e.g., one for the admin and one "Thank You" email for the user).

Daily Limits

Keep an eye on your daily email limit shown at the bottom of the sidebar to ensure you don't run out of credits.

Next: Email Configuration