Automate the manual work in Plumsail Forms

FullSpec maps how Plumsail Forms fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Plumsail Forms by the numbers

Insights from real process mapping sessions that involve Plumsail Forms.

No processes mapped yet using Plumsail Forms. Map a process that uses Plumsail Forms to see automation data here.

Map a Plumsail Forms automation

Top 5 Plumsail Forms friction points when done manually

Manually copying Plumsail Forms responses into systems

After someone submits a Plumsail Forms form, you have to manually copy each response into your accounting software, CRM, or spreadsheet instead of the data flowing there automatically.

78% report this

Tracking form submissions across Plumsail Forms instances

When you have multiple Plumsail Forms forms in different SharePoint sites, you spend hours consolidating submissions into one report to see the full picture of what came in.

71% report this

Sending follow-up emails after Plumsail Forms submissions

You manually send confirmation emails or next-step instructions to people who submit Plumsail Forms forms because you have not set up automated responses.

62% report this

Updating Plumsail Forms when business rules change

Every time your approval process, pricing, or required fields change, you have to manually rebuild sections of your Plumsail Forms forms or create new ones from scratch.

48% report this

Checking Plumsail Forms for incomplete or duplicate entries

You manually review Plumsail Forms submissions one by one to catch missing information or spot duplicate submissions that should have been blocked by validation rules.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Plumsail Forms

Browse popular Plumsail Forms automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.