How Do I Import Documents?

While we do not have a full template import feature, you can achieve a limited import by copying a list of tasks from programs such as Excel, Google Sheets, your CRM, or Microsoft Word, and paste them into blank tasks in your workflow run.

These will serve as the basis for your tasks and from there, you can build out your workflows with rich content, form fields, and other features. Learn the basics of creating and editing workflows.

You can also import data from a CSV to create multiple workflow runs at once.

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Document information and policies with Pages
• Get inspired by our Blog