I'm looking for the right workflow template - help

Help me Build my Workflow
1

I’m new. I’ve watched all the tutorials and reviewed many templates. I’m looking for recommendation on what template will fit my needs: I’m looking to create a work flow from a Form Trigger to automate and dispatch specific jobs to different individual servicemen listed on Google Sheets using Slack as a way to communicate and confirm appointments with the customer and the serviceman. This is the halfway point. Thereafter, I will need to confirm payment and route payment to the serviceman after the job is completed, etc.

1 Like
2

Hey!

I think it’s unlikely that you would find a template that would exactly fit these requirements, and it’s most likely better suited for a custom-built workflow.

If you’re interested in jumping on a free half-hour consultation where we can go through how I would approach this problem, feel free to pick any slot below:

3

I”m trying to contact you via your calendar request but its not accepting it. I m looking for assistant. Are you available or anyone esle?

4

What does it not accept? There are some required fields.

Either way you can shoot me an email too to [email protected] with your availability, I’m sure we can find a time!

1 Like
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| |
|:—|
| Your message to [email protected] couldn’t be delivered. |
| hello wasn’t found at smoothwork.ai. |

This is what I am getting when I send you an email to

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|:—|
| Your message to [email protected] couldn’t be delivered. |
| hello wasn’t found at smoothwork.ai. |

6

My email is [email protected] and or you can use [email protected]

7

Still looking for some assistance. The email you gave is bouncing back.

8

Hey,

I wrote you an email!

9 
Hey! 👋

Great use case — job dispatch automation is one of the most impactful workflows for service businesses.

Quick thoughts on your setup:
• Form Trigger → Google Sheets lookup (match job type to serviceman) → notification (email/SMS/WhatsApp) is the core flow
• The tricky part is the matching logic — do you assign by skill, location, availability, or round-robin?
• Consider adding a confirmation step so the serviceman can accept/decline before it's locked in

I've built similar dispatch systems for field service teams. Happy to share more details on the routing logic if helpful.

If you'd rather have someone handle the full implementation, feel free to DM me. I'm with AutoSolutions — we specialize in exactly this kind of automation for time-strapped business owners.

Good luck with the build! 🔧