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Automate the manual work in Reform

FullSpec maps how Reform 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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Reform by the numbers

Insights from real process mapping sessions that involve Reform.

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

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Top 5 Reform friction points when done manually

1

Reformatting data across Reform exports

You manually reformat and clean data pulled from Reform exports before it can be used in other systems or reports.

78% report this
2

Reconciling Reform records with spreadsheets

You spend hours comparing Reform data against manual spreadsheets to catch discrepancies and ensure nothing falls through the cracks.

71% report this
3

Copying Reform information into documents

You copy details from Reform records one at a time into contracts, proposals, or client documents instead of having them populate automatically.

62% report this
4

Chasing Reform updates from team members

You follow up repeatedly with staff to ensure they actually entered their Reform data so your records stay current and accurate.

51% report this
5

Merging duplicate Reform entries manually

You identify and consolidate duplicate records in Reform when clients or projects get entered multiple times by different people.

26% report this
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more

What you can automate in Reform

Browse popular Reform 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.

Reform logoKit logo
Reform logoKlaviyo logo
Reform logoMailchimp logo
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Tools commonly connected to Reform

Most automations involve more than one tool. These are the ones that show up most often alongside Reform.

Kit logoKitKlaviyo logoKlaviyoMailchimp logoMailchimpNotion logoNotionAirtable logoAirtableGoogle Sheets logoGoogle SheetsSlack logoSlackGmail logoGmailGoogle Calendar logoGoogle CalendarGoogle Drive logoGoogle DriveHubSpot logoHubSpotSalesforce logoSalesforce

Reform Automation questions

Ready to automate your work in Reform?

Tell FullSpec which Reform task eats the most time. We'll help you map it, scope it, and create your free build plan.

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