Create a task to share a form link when it goes live
A form link sharing automation covers a publish trigger, a share step, a wait, a check for completion, and a reminder if nobody shared it.
Share template
A form goes live, but the link still has to get out to the right people, and that step tends to sit in somebody’s head until it’s late. This automation starts when a form is published, then creates a follow-up task around sharing the link and checking that it actually happened.
The automation runs in four steps: it shares the form link, waits 2 days, checks “Shared?”, and then reminds whoever made the form when the answer is no. The flow means the person who receives the reminder sees the publish event first, then the share action, and only then the nudge to finish the job... not a random “did you do this?” message with no context.
- When Form is published The trigger starts the automation the moment a form gets published.
- Share the form link The first step shares the live link so the form can start getting responses.
- Shared? The check records whether the link actually got shared after the wait.
- Remind whoever made the form The final step sends a reminder to the form creator when the share hasn’t been confirmed.
Before you turn it on, the form needs an email address so the reminder knows where to go. Every step runs inside Plutio, so nothing depends on a third-party account.
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Every step, in order
Plutio runs these 4 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Form is published
- Share the form link
- Wait 2 days
- Shared?
- Remind whoever made the form (Shared? → No)
What happens when you install it
- This automation is copied into your workspace with all 4 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Teams that publish intake forms for client onboarding, internal requests, or event sign-ups and need the link shared without chasing people.
Questions about this automation template
How do you remind someone to share a form link after it goes live?
Set an automation trigger for when the form is published, then add a wait, a completion check, and a reminder step. This template does that sequence so the reminder only goes out when the share still hasn’t happened.
Can the reminder go to the person who created the form?
Yes, the last step reminds whoever made the form. The form needs an email address so the automation knows where to send that reminder.
How long does it wait before checking if the link was shared?
The automation waits 2 days before running the “Shared?” check. That delay gives time for the link to be sent out before the reminder kicks in.
Does this automation require any third-party integrations?
No, every step runs inside Plutio. Nothing here depends on connecting an outside account.
What triggers the automation to start?
The trigger is “When Form is published”. Publishing the form is the event that starts the share, wait, check, and reminder flow.
What information has to be on the form for the automation to work?
The form needs an email address. The automation uses that email to send the reminder if the share hasn’t been confirmed.
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