Title: How workflows work | OneForm

> What a workflow is, the Default workflow every form has, and when to add workflows of your own.

Source: https://oneform.si/help/workflows/workflows-explained/

---

1. [Help Center](https://oneform.si/help/)
2. [Workflows](https://oneform.si/help/workflows/)
3. How workflows work

[View as Markdown](https://oneform.si/help/workflows/workflows-explained.md)

# How workflows work

What a workflow is, the Default workflow every form has, and when to add workflows of your own.

Updated October 22, 2026 · 3 min read

[Open Workflows ↗](https://app.oneform.si/workflows?help=workflows-explained)

A workflow decides what happens after something happens on a form. Someone submits it, a report is approved, a client pays or books a call, and OneForm runs a list of actions for you: draft the report, email someone, post in Slack, add a row to a sheet, and more.

![The Workflows page, with Create with AI at the top and each form's standard steps below](https://app.oneform.si/media/945da0ad-b1d9-556d-9884-f5cbe21d2d15)

## The parts of a workflow

Every workflow belongs to one form and has three parts:

- **A trigger.** What starts it, shown as **Starts when** at the top of the editor. For example, **Form is submitted**or **Report is approved**. See [Workflow triggers](https://oneform.si/help/workflows/workflow-triggers/).
- **Actions.** What OneForm does, in order, from top to bottom. See [Workflow actions](https://oneform.si/help/workflows/workflow-steps/).
- **Conditions (optional).** An **If / Else** splits the workflow into two paths, so different people get different follow-ups. See [Conditions and branches](https://oneform.si/help/workflows/conditions-and-branches/).

Each workflow is **On**, **Paused** or a **Draft**. Only workflows that are on do anything.

## Every form has a Default workflow

When you create a form, OneForm gives it a **Default** workflow with the standard steps:

1. **Draft the report**: OneFormAI writes the report and puts it in **Review**.
2. **Confirmation email**: the client hears that you've received their answers.
3. **Alert reviewers**: your review team gets an email that a report is ready.

You'll find them under **Standard steps for each form** on the Workflows page. Open one to see it, or to change it. You can also click **Workflow** at the top of the form builder. Once you change a Default workflow, it moves up to the list of that form's workflows, marked **Default**.

![A form's Default workflow in the editor](https://app.oneform.si/media/c883b91f-3295-559d-8639-5f06399a565e)

The Default workflow always starts when the form is submitted. You can change its actions, pause it, or go back to the standard steps with **Go back to the standard steps**. You can't delete it.

If you pause a form's Default workflow, new submissions to that form don't get a report or emails until you turn it back on.

## Add your own workflows

Your own workflows run next to the Default one, so you keep the standard steps and add more on top. For example:

- Post every submission in a Slack channel.
- Save approved report PDFs to Google Drive.
- Email a client a week after their report goes out.
- Remind people who stopped halfway through a form.

[Create a workflow](https://oneform.si/help/workflows/create-a-workflow/) shows how to build one with AI, from a recipe or step by step.

## Good to know

- **Your own workflows start on a paid plan.** Every plan has the Default workflows. How many workflows of your own can be on at once depends on your plan. Default workflows don't count. See [pricing](https://oneform.si/pricing/).
- **Only owners and admins can change workflows.** Everyone else on the team can open them and see their activity.
- **Workflows are in beta.** They show a **Beta** tag while they're still being improved.

## Why didn't my form send a report?

- **The Default workflow is paused or changed.** Click **Workflow** in the form builder to open it, and check that it's on and still starts with **Draft the report**.
- **The form has no report set up.** **Draft the report** skips forms whose report is off, unless you turn on **Draft even if the form's report is off** in that action.
- **The report is waiting for you.** The standard steps don't send the report. It waits in **Review** until someone approves and sends it, or until you set up [automatic sending](https://oneform.si/help/reports/send-reports-automatically/).

Was this article helpful?

[Next →Create a workflow](https://oneform.si/help/workflows/create-a-workflow/)

## Related articles

[Create a workflowBuild a workflow with AI, from a recipe or step by step, test it on a real response, and turn it on.](https://oneform.si/help/workflows/create-a-workflow/)[Workflow triggersEvery event that can start a workflow, from a submitted form to a paid report, a booked call or a Hot lead.](https://oneform.si/help/workflows/workflow-triggers/)[Workflow actionsEvery action a workflow can take, from drafting and sending reports to emails, waits, Slack, sheets, CRMs and files.](https://oneform.si/help/workflows/workflow-steps/)[Conditions and branches (If / Else)Send a workflow down different paths depending on answers, scores, how the form was filled in, or the report.](https://oneform.si/help/workflows/conditions-and-branches/)

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  - [Workflow triggers](https://oneform.si/help/workflows/workflow-triggers/)
  - [Workflow actions](https://oneform.si/help/workflows/workflow-steps/)
  - [Conditions and branches (If / Else)](https://oneform.si/help/workflows/conditions-and-branches/)
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