Overview

The Collect step gathers additional information mid-workflow. Use Collect when information is discovered to be missing after the Intake step, or when you need progressive information gathering.

Use Collect when you need to request additional input during a workflow without starting over.

Use When

• Missing information is discovered mid-workflow

• You want to gather information progressively (not all upfront)

• You need input from specific users at a specific workflow stage

• You want to follow up on initial Intake with more detailed requests

• Deadlines or time-sensitive follow-ups are required

Configuration Options

Source

Choose where information is collected:

• Slack form

• Email request

• Form submission (web form)

Fields

Define the specific fields you need:

• Text input

• Date fields

• Selection/dropdown fields

• File uploads

Recipients

Specify who is asked to provide the information:

• Specific users

• Email addresses (including external users)

• Role based users (requester, owner)

• Dynamic values from flow variables

Example

Vendor Information Collection

Configuration:

• Source: Email form request

• Fields: Vendor Tax ID, W-9 form, Insurance certificate

• Recipients: @Intake.VendorContact

• Deadline: 5 business days with daily reminders

The vendor contact receives an email form requesting the missing documents. If not submitted by the deadline, escalation notifications are sent.

Notes

• Collect steps create tasks for recipients

• Responses are stored as flow variables for downstream use

• Multiple sequential Collect steps are possible

• Information gathered in Collect becomes available as @CollectStepName.FieldName