# The Ultimate Guide to Automating Your Data | Jotform **NEW BOOK** # The Ultimate Guide to Automating Your Data Unlock the potential of data automation with our comprehensive guide. Packed with user case studies and helpful tips, this book will show you how to make the most of Jotform’s automation tools. Learn how to streamline data collection and management to increase your efficiency and productivity. [Read on Kindle](https://www.amazon.com/dp/B0CYQB46WS?maas=maas_adg_229F3EBE16E9042A820D4A52F379E3B3_afap_abs&ref_=aa_maas&tag=maas)Download for Free Read the book now ### Table of Contents ## THE ULTIMATE GUIDE TO AUTOMATING YOUR DATA * [Introduction Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/introduction/) 1. [Getting data automation right](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/introduction/#1) 2. [Wait a second, our workflows have been reinvented?!](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/introduction/#2) * [CHAPTER 1 Jotform Tables: Essentials and features Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/jotform-tables-essential-and-features/) 1. [How does Jotform Tables work?](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/jotform-tables-essential-and-features/#1) 2. [New Tables features and updates](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/jotform-tables-essential-and-features/#2) * [CHAPTER 2 How users perfect their workflows using Jotform Tables Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/how-users-perfect-their-workflows-using-jotform-tables/) 1. [Top use cases for Jotform Tables](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/how-users-perfect-their-workflows-using-jotform-tables/#1) 2. [Excel and Jotform Tables insight from Jotform Customer Support](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/how-users-perfect-their-workflows-using-jotform-tables/#2) 3. [How Flint Hill School’s learning specialists use Jotform Tables to serve their students](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/how-users-perfect-their-workflows-using-jotform-tables/#3) * [CHAPTER 3 Make Jotform Inbox your form response headquarters Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/) 1. [How it started](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#1) 2. [How to use Jotform Inbox](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#2) 3. [Inbox 2.0](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#3) 4. [Top use cases for Jotform Inbox](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#4) 5. [Top industries for Inbox](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#5) 6. [How a retreat for military veterans and first responders uses Jotform to further its cause](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/make-jotform-inbox-your-form-response-headquarters/#6) * [CHAPTER 4 Visualizing your data with Jotform Report Builder Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/) 1. [Easy report creation](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#1) 2. [Report customization](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#2) 3. [Share options including Embed and Presentation](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#3) 4. [Filter feature](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#4) 5. [Custom reports for custom needs](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#5) 6. [Top uses for Jotform Report Builder](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#6) 7. [How the Santa Barbara Zoo named its new baby giraffe with Jotform](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/visualizing-your-data-with-jotform-report-builder/#7) * [CHAPTER 5 Understanding your form conversions with Form Analytics Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/understanding-your-form-conversions-with-form-analytics/) 1. [Start analyzing your Jotform submissions](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/understanding-your-form-conversions-with-form-analytics/#1) * [Conclusion Read this chapter](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/conclusion/) 1. [A form builder industry perspective on data automation](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/conclusion/#1) 2. [The final word](https://www.jotform.com/books/the-ultimate-guide-to-automating-your-data/conclusion/#2) ## About the Book Dive into the future of work with our new book, The Ultimate Guide to Automating Your Data. Discover how Jotform’s automation capabilities can streamline your workflows, save time, and increase productivity. User insights and actionable tips will help you harness the power of your data. ![Image 1: Announcing our new book: The Ultimate Guide to Automating Your Data](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL2Fib3V0LXZpZC10aHVtYi5qcGc=/about-vid-thumb.jpg?w=40&t=1) ![Image 2: Opera](https://cdn.jotfor.ms/p/books/assets/img-min/logos/opera.svg)![Image 3: Redbull](https://cdn.jotfor.ms/p/books/assets/img-min/logos/redbull.svg)![Image 4: Flinders](https://cdn.jotfor.ms/p/books/assets/img-min/logos/flinders.svg)![Image 5: Netflix](https://cdn.jotfor.ms/p/books/assets/img-min/logos/netflix.svg)![Image 6: Zoopla](https://cdn.jotfor.ms/p/books/assets/img-min/logos/zoopla.svg)![Image 7: Nhs](https://cdn.jotfor.ms/p/books/assets/img-min/logos/nhs.svg)![Image 8: Deliverex](https://cdn.jotfor.ms/p/books/assets/img-min/logos/deliverex.svg)![Image 9: Ford](https://cdn.jotfor.ms/p/books/assets/img-min/logos/ford.svg) Testimonials ## From our users ## Jotform Tables Saves Me a Lot of Time I volunteer to run a scholarship fund at my firm. Jotform Tables has allowed me to collect and analyze data from applicants, and then seamlessly integrate it into other reports and communications related to the scholarship fund. This feature has saved me a lot of time and helps me organize the applications and efficiently present them to our scholarship committee. Kathleen M. Needham & Co ## Report Builder Saves Hours of Work It saves hours of work with visuals that are always available. No more exports, pivot tables, graphics, and macros that take hours to configure. Andrew Rickauer Nuno Seleiro, Asserbiz ## Tables Helps Me Organize and Edit My Data Previously when a submission was made, it may have had an error — this sometimes caused confusion, since I had to edit the form and send new notifications to the manager and the form submitter. Now all I have to do is open my tables and edit or add the data myself, and the system updates instantly. This is a GREAT add-on tool, and it is capable of doing much more for users. Thank you Jotform. R. Brian Cooper Agility Association of Canada ## Explore more Jotform resources [User Guides: Jotform Tables](https://www.jotform.com/help/chapter-139-jotform-tables/) Everything you need to know about Jotform Tables. Manage data and collaborate with others in an all-in-one workspace. [User Guides: Jotform Inbox](https://www.jotform.com/help/guide-jotform-inbox/) Learn how to track, search, and manage all of your form submissions with Jotform Inbox. [User Guides: Jotform Report Builder](https://www.jotform.com/help/chapter-6-reports/) Find out how to transform your data into professional, polished reports with Jotform Report Builder. Analyze data, customize reports, and share your findings with others. [User Guides: Form Analytics](https://www.jotform.com/help/425-understanding-form-analytics-and-ways-on-how-to-get-your-users-info/) Discover the power of Form Analytics. Learn more about those who fill out your forms, including their location, the device they use to complete forms, and more. [Jotform Academy](https://www.jotform.com/academy/) Want to learn about Jotform from the experts? Enroll in Jotform Academy now to access comprehensive training courses and become a certified Jotform user! ## Learn More on Our YouTube Channel ![Image 10: Introducing Jotform Tables](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xLnBuZz92PTAuMQ==/1.png?w=40&t=1) Introducing Jotform Tables ![Image 11: How to share a Jotform table](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8yLmpwZz92PTAuMQ==/2.jpg?w=40&t=1) How to share a Jotform table ![Image 12: Jotform Tables advanced features](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8zLmpwZz92PTAuMQ==/3.jpg?w=40&t=1) Jotform Tables advanced features ![Image 13: 3 new Jotform Tables features for collaboration](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy80LmpwZz92PTAuMQ==/4.jpg?w=40&t=1) 3 new Jotform Tables features for collaboration ![Image 14: Download a Jotform Sign document with or Without an Audit Trail ](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy81LmpwZz92PTAuMQ==/5.jpg?w=40&t=1) Download a Jotform Sign document with or Without an Audit Trail ![Image 15: How to use the Jotform Tables Assign feature](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy82LmpwZz92PTAuMQ==/6.jpg?w=40&t=1) How to use the Jotform Tables Assign feature ![Image 16: How to view, assign, and edit forms from Jotform Tables](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy83LmpwZz92PTAuMQ==/7.jpg?w=40&t=1) How to view, assign, and edit forms from Jotform Tables ![Image 17: Import your submission data into Jotform](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy84LmpwZz92PTAuMQ==/8.jpg?w=40&t=1) Import your submission data into Jotform ![Image 18: How to use Jotform Action Buttons](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy85LmpwZz92PTAuMQ==/9.jpg?w=40&t=1) How to use Jotform Action Buttons ![Image 19: How to use Jotfom Inbox](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xMC5qcGc/dj0wLjE=/10.jpg?w=40&t=1) How to use Jotfom Inbox ![Image 20: How to use Jotform Report Builder](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xMi5qcGc/dj0wLjE=/12.jpg?w=40&t=1) How to use Jotform Report Builder ![Image 21: How to create different reports in Jotform](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xMy5qcGc/dj0wLjE=/13.jpg?w=40&t=1) How to create different reports in Jotform ![Image 22: How to Use Form Analytics With Jotform](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xNC5qcGc/dj0wLjE=/14.jpg?w=40&t=1) How to Use Form Analytics With Jotform ![Image 23: How to reveal critical insights with Form Analytics](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYm9va3MvYXNzZXRzL2ltZy1taW4vYXV0b21hdGUteW91ci1kYXRhL3ZpZGVvcy8xNS5qcGc/dj0wLjE=/15.jpg?w=40&t=1) How to reveal critical insights with Form Analytics ## Practice makes perfect. Test out your new skills! [Manage submissions in Tables](https://www.jotform.com/mytables/)[Access submissions from Inbox](https://www.jotform.com/inbox/)[Create a report](https://www.jotform.com/workspace/new?assetCreationType=report) Introducing Jotform Tables