Cognito Forms Workflow Bundle

Take your client intake process to the next level with this step-by-step Cognito Forms Workflow Replay — the exact training you need to automate your onboarding from start to finish!

This replay walks you through how to set up standard workflows inside your Cognito Client Intake Form, so every submission triggers the right actions — from email confirmations to internal status updates.

You’ll learn exactly how to:
✅ Build automated status updates (Received, Under Review, Accepted, etc.)
✅ Set conditional logic for smooth client communication
✅ Connect email notifications and task reminders
✅ Streamline your entire client onboarding workflow

💼 What’s Included:

• 🎥 Full Replay: LIVE replay on how to set up standard workflows step-by-step

• 📩 Email Template Bundle: Pre-written templates for every client stage (form received, under review, accepted, rejected, additional info needed, etc.)

• 🧾 Implementation Notes: Tips for customizing templates to match your brand tone

Perfect for tax pros, office admins, and service providers looking to automate communication and stay organized this season.

✨ Save time, stay consistent, and deliver a seamless client experience — all with one powerful bundle.