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Copy Form Decisions
Copy form approval decisions into the owner's follow-up tasks
Use this Agent instantly or customize it - no programming needed
- Approval decisionApproval decision
Your approver's decision starts the run when an approval step changes.
- Form submissionForm submission
Your submission shows the latest answers, approval status, and requested next action.
- Approval historyApproval history
Your approval history shows who reviewed the submission and whether a follow-up task already exists.
- Approval rulesApproval rules
Your rules set the required evidence, reviewer authority, and routing for each decision.
- Task ownersTask owners
You choose who owns the next step for each type of decision.
- Sensitive field rulesSensitive field rules
You choose which form answers stay out of the owner's task description.
Your form approval tool supplies decisions and history, then keeps the task link or review gap.
- Review issueReview issue
Your submission names the issue a person needs to resolve before the task moves forward.
- Follow-up taskFollow-up task
Your owner's task shows the decision, decision time, next step, and form link.
Your task management tool keeps the owner's task with the decision and form link.
- Follow-up task linkFollow-up task link
Your submission points to the task that carries the decision and next step.
This Agent starts when an approver decides a form request. It checks the live request and earlier activity against your rules. It links the follow-up and updates the owner's task with the decision.
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AirtableUsed as:
- Form approval tool
Airtable supplies decisions and history, then keeps the task link or review gap.
- Task management tool
Airtable keeps the owner's task with the decision and form link.
TrelloUsed as:
- Task management tool
Trello keeps the owner's task with the decision and form link.
monday.comUsed as:
- Form approval tool
monday.com supplies decisions and history, then keeps the task link or review gap.
- Task management tool
monday.com keeps the owner's task with the decision and form link.
AsanaUsed as:
- Form approval tool
Asana supplies decisions and history, then keeps the task link or review gap.
- Task management tool
Asana keeps the owner's task with the decision and form link.
ClickUpUsed as:
- Task management tool
ClickUp keeps the owner's task with the decision and form link.
TodoistUsed as:
- Task management tool
Todoist keeps the owner's task with the decision and form link.
LinearUsed as:
- Task management tool
Linear keeps the owner's task with the decision and form link.
MotionUsed as:
- Task management tool
Motion keeps the owner's task with the decision and form link.
BasecampUsed as:
- Task management tool
Basecamp keeps the owner's task with the decision and form link.
PodioUsed as:
- Form approval tool
Podio supplies decisions and history, then keeps the task link or review gap.
- Task management tool
Podio keeps the owner's task with the decision and form link.
Wealthbox CRMUsed as:
- Task management tool
Wealthbox CRM keeps the owner's task with the decision and form link.
ConnecteamUsed as:
- Task management tool
Connecteam keeps the owner's task with the decision and form link.
PipefyUsed as:
- Form approval tool
Pipefy supplies decisions and history, then keeps the task link or review gap.
- Task management tool
Pipefy keeps the owner's task with the decision and form link.
OntraportUsed as:
- Task management tool
Ontraport keeps the owner's task with the decision and form link.
LawmaticsUsed as:
- Task management tool
Lawmatics keeps the owner's task with the decision and form link.
Keller Williams CommandUsed as:
- Task management tool
Keller Williams Command keeps the owner's task with the decision and form link.
MyCaseUsed as:
- Task management tool
MyCase keeps the owner's task with the decision and form link.
TeamworkUsed as:
- Task management tool
Teamwork keeps the owner's task with the decision and form link.
KintoneUsed as:
- Form approval tool
Kintone supplies decisions and history, then keeps the task link or review gap.
- Task management tool
Kintone keeps the owner's task with the decision and form link.
Made for your industry
Copy Form Decisions is made for businesses in these industries.
- Construction
Put project approval decisions in the next owner's task.
Show all Agents for the Construction industry - Financial Services
Put reviewed request decisions in the next owner's task.
Show all Agents for the Financial Services industry - Healthcare
Carry healthcare form decisions into the next owner's task.
Show all Agents for the Healthcare industry - Government
Carry agency form decisions into the next staff task.
Show all Agents for the Government industry - Education
Carry school request decisions into staff follow-up tasks.
Show all Agents for the Education industry
Made for your role
Copy Form Decisions is made for people in these roles.
- Project Coordinator
Carry project approval decisions into assigned follow-up tasks.
Show all Agents for the Project Coordinator role - Procurement Specialist
Pass purchase request decisions to the assigned task owner.
Show all Agents for the Procurement Specialist role - HR Coordinator
Carry personnel request decisions into follow-up tasks.
Show all Agents for the HR Coordinator role - Operations Coordinator
Put each form decision and next step in the owner's task.
Show all Agents for the Operations Coordinator role - Compliance Program Manager
Link reviewed decisions to tasks for policy follow-up.
Show all Agents for the Compliance Program Manager role
Made for your department
Copy Form Decisions is made for people in these departments.
- Project Management
Carry project approval decisions into assigned follow-up tasks.
Show all Agents for the Project Management department - Procurement
Pass purchase request decisions to the assigned task owner.
Show all Agents for the Procurement department - Human Resources
Carry personnel request decisions into follow-up tasks.
Show all Agents for the Human Resources department - Operations
Put form decisions and next steps in the owner's task.
Show all Agents for the Operations department - Compliance
Link reviewed form decisions to policy follow-up tasks.
Show all Agents for the Compliance department
How Copy Form Decisions works
4 steps, in order, on every run.
-
Read the form decisionRead the decision and next action from the form submission. Identify the reviewer and submission link.
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Check the approval caseCheck the live status and reviewer authority against your rules. Review the evidence and any earlier follow-up.
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Link the follow-up taskLink the follow-up task on the original submission after the checks pass. Note the exact gap there and stop if they do not.
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Update the owner's taskUpdate the owner's task with the human decision and a link to the form submission.
How to Get Started
Connect the tools you already use, such as Airtable, Trello or monday.com.
19 tools
- Task owner for each decision type
- Sensitive-field redaction for task descriptions
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Copy Form Decisions:
Your authorized reviewer makes the approval decision. You choose the task owner for each decision type.
The Agent stops routing and notes the exact gap on the original submission. A person can resolve it before the case moves on.
Yes. You set which sensitive fields to redact from task descriptions before the Agent updates the owner's task.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
Agents related to Copy Form Decisions
More ready-to-run Agents for connected work.
Your finance team sees the decision and next step in its task, with a link back to the bill.
5 toolsYour publisher can see the review decision on the scheduled entry, with a link to the approval task before taking action.
6 toolsYour proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
6 toolsYour review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 tools