Kakou Nex
Light Workflow Light Form Suite Light Quiz Why Kakou Nex
Install free
Light Workflow Google Workspace guide

How to Create an Approval Workflow in Google Forms

Updated June 12, 2026 5 min read No coding required

On this page

  1. Why automate approvals?
  2. What Google Forms can & can't do
  3. 1. Install Light Workflow
  4. 2. Choose your folder
  5. 3. Build approval logic
  6. 4. Generate a document
  7. 5. Auto-file & track
  8. Settings
  9. Common use cases
  10. FAQ

Need someone to approve a Google Form™ submission before it counts — a purchase request, leave application, or quotation? By default, Google Forms™ just collects answers; there's no way to send a response to an approver, record an approve or reject decision, or turn the result into a document. This guide shows the fastest way to build a complete approval workflow in Google Forms — route each submission to the right person, approve or reject in one click, and auto-generate and file a PDF when it's approved. No scripts, no coding.

  • Route for approval
  • Approve / reject
  • Auto-generate PDF & Docs
  • Auto-file to Drive
  • Free add-on

Why automate approvals in Google Forms?

Whenever a form submission needs a sign-off before anything happens, you need an approval step. Common examples:

  • Purchase & expense requests — a manager approves before procurement acts.
  • Leave & time-off applications — route to the right supervisor for a decision.
  • Quotations & contracts — approve, then generate a clean PDF to send.
  • Onboarding & access requests — confirm before granting access.
  • Reimbursements — review the claim, then auto-file the approved record.

Without a workflow, you end up forwarding emails by hand, copying answers into documents, and chasing approvers for a yes or no — and there's no audit trail of who approved what.

What Google Forms can & can't do natively

Google Forms™ is great at collecting responses, and it can email you when a new one arrives. But on its own it does not:

  • route a submission to an approver for a decision;
  • record an approve or reject action with an audit trail;
  • generate a PDF, Doc™ or Sheet™ from the answers;
  • file the result into the right Drive™ folder automatically.

To do any of these, you need an add-on. Light Workflow adds a full approval flow plus document generation directly inside Google Workspace™ — and it's free to start.

1

Install the Light Workflow add-on

Open the Light Workflow page on the Google Workspace™ Marketplace and click Install. It takes a few clicks and works inside the Google Forms™ and Google Sheets™ you already use.

2

Choose your working folder

The first time you open Light Workflow, pick an initial working folder in Google Drive™. Everything the add-on creates is kept here in one place: the Approval summary sheet that logs every request and its current status, and the final documents generated automatically once a request is approved.

Selecting the initial working folder in the Light Workflow panel
Pick the folder where the Approval summary sheet and all generated documents are stored.
3

Build your approval logic

Open Edit workflow logic to design the flow. Add approvers to the Recipient List and set each one's action to approve or reject. For multi-step sign-off, add recipients in order so the request moves from one approver to the next. You can also add a condition — for example, only route submissions where Expect Delivery Date is before a certain date — so the right requests reach the right people automatically.

Editing approval workflow logic in Light Workflow with a recipient set to approve
Add approvers and set each to approve or reject — with optional routing conditions.
4

Generate a document on approval

Connect a template so an approved submission becomes a finished document. Add merge tags like {{Name}}, {{Destination}} or {{ID}} in your template, and Light Workflow fills them with the form answers — producing a branded PDF, Google Docs™ or Sheets™ file (a quotation, approval form, or contract) automatically the moment the request is approved. No copying and pasting.

A Google Docs quotation template with merge tags that Light Workflow fills in on approval
Merge tags like {{Destination}} and {{Name}} are replaced with form answers in the generated document.
5

Auto-file to Drive and track everything

Every generated document lands in the working folder you chose in step 2, named the way you want — so approved records organize themselves. Approvers get email notifications when it's their turn, and the Approval summary sheet keeps a clear record of who approved what and when.

Light Workflow dashboard showing submission approval statuses inside Google Workspace
Track every request's status — In Progress, Complete, Return or Reject — at a glance.
Approved documents auto-filed into a Google Drive folder by Light Workflow
Approved documents are filed into your working folder automatically.

Optional settings to fine-tune the flow

Open Setting in the Light Workflow panel to tailor how each approval behaves:

The Setting panel in Light Workflow, where you fine-tune how each approval behaves.
The Setting panel in Light Workflow, where you fine-tune how each approval behaves.
Allow users to check the approval status
Lets applicants look up where their request stands at any time, so they don’t need to email you to ask.
On
Send documents to the applicant after the process is completed
Emails the finished document to the original submitter automatically once every approver has signed off.Requires Collect email addresses turned on (set to Verified) in your Google Form’s Settings, so the add-on knows where to send.
On
Convert to PDF
Outputs the generated document as a locked PDF instead of an editable Doc — ideal for quotations and contracts.
On
Notify form owner when request is fully approved
Sends you, the form owner, an email the moment a request clears the final approval step.
Off
Approval Form Style
On — Briefing (Compact): approvers see a short summary. Off — Prefill (Full): approvers see the full pre-filled form. Use Compact for quick sign-offs, Full when every detail matters.
On / Off
Over Due +
The number of days after which a still-pending request is flagged as overdue, so nothing waits unnoticed.
days
Try Light Workflow free Add an approval workflow to any Google Form™ in minutes — free 30-day trial.
Get Light Workflow

Common use cases

  • Purchase requests — route to a manager, then auto-generate a PO.
  • Leave applications — approve or reject and keep a clean record.
  • Quotations — approve, then produce a branded PDF to send.
  • Reimbursements — review claims and file approved ones automatically.
  • Access & onboarding requests — confirm before granting access.

Frequently asked questions

Can Google Forms approve submissions on its own?

Google Forms™ collects responses but has no built-in approval step — it can't route a submission to an approver or record an approve/reject decision. For that you need an add-on such as Light Workflow.

How do I route a submission for approval?

Install Light Workflow, open the dashboard, and add approvers to the recipient list. Each approver gets an email and can approve or reject; add recipients in order for multi-step sign-off.

Can a PDF be generated automatically when a form is approved?

Yes. Light Workflow maps the answers into a PDF, Google Docs™ or Sheets™ template and produces the document automatically once a submission is approved, then files it to Drive™.

Can I require more than one approver?

Yes. Add multiple recipients in the order they should sign off, and the request moves from one approver to the next until it's complete.

Is Light Workflow free?

Light Workflow has a free tier and a 30-day free trial of paid plans. You can see pricing here or install it from the Marketplace at no cost.

Still have a question?

Our support team is happy to help — we usually reply within one business day.

Contact
Kakou Nex

Smart, empowering Google Workspace™ add-ons for small and medium businesses.

Products

  • Light Workflow
  • Light Form Suite
  • Light Quiz

Company

  • About Kakou Nex
  • Terms & Conditions
  • Privacy Policy

Support

  • FAQ
  • Contact
  • service@kakounex.com
© 2026 Kakou Nex, Inc. All rights reserved.service@kakounex.com