Momentum

Momentum

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Momentum episodes

  • Momentum Episode 36: Streamlining Grants with Jotform Enterprise

    What if the biggest barrier to helping young people wasn’t funding — but paperwork? In this episode, we sit down with Alysia Lee, CEO and President of the Baltimore Children & Youth Fund (BCYF), to uncover how her team transformed a slow, manual grantmaking process into a fast, transparent, and automated system using Jotform Enterprise.

    Alysia shares how BCYF supports over 100 grassroots youth organizations each year and why outdated workflows were holding them back. She breaks down how switching to Jotform Enterprise helped them automate approvals, simplify reporting, collaborate across departments, and move millions in grant dollars faster — ensuring young people get access to high-quality programs without unnecessary delays.

    You’ll learn:

    - How BCYF automated grant reviews, reimbursements, and compliance workflows

    - Why “one-click reporting” has been a game changer for public transparency

    - How flexible, youth-friendly forms made it easier for young people to apply for leadership roles

    - How staff across departments used Jotform to build better, more efficient processes

    - The real impact: more time for grantees to serve youth, less time stuck in bureaucracy

    If you’re a nonprofit leader, grantmaker, public sector innovator, or operations professional, this episode offers a real-world look at how technology can streamline complex workflows and improve community outcomes.

    👉 Sign Up for a Free Jotform Account: https://www.jotform.com

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    LINKS & RESOURCES

    👉 Check Out More Episodes of Momentum: https://www.jotform.com/podcast/momentum/

    👉 Learn More About BCYF: https://bcyfund.org

    👉 Learn more on the Jotform blog: https://www.jotform.com/blog/case-study-baltimore-children-and-youth-fund/

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    CONNECT WITH US ON SOCIAL MEDIA

    X (formerly Twitter): https://x.com/Jotform

    LinkedIn: https://www.linkedin.com/company/jotform/

    Facebook: https://www.facebook.com/jotform/

    Instagram: https://www.instagram.com/jotform_official/

    Medium: https://stories.jotform.com/

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    👋 ABOUT JOTFORM Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://www.jotform.com

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    1 hr 11 min
  • Momentum Episode 33: Education Meets Automation: How Upward Bound Solved Onboarding with AI Agents

    What happens when a critical student program loses its key staff right before onboarding season? For Kevin Todd, Program Director of TRIO Upward Bound, the answer was turning to AI. In this episode, Kevin shares how Jotform Presentation Agents transformed a staffing crisis into a breakthrough, enabling 100% self-onboarding for students and parents, saving more than 12 hours of manual work, and keeping the program on track to meet federal requirements. Discover how AI isn’t just a buzzword — it’s reshaping the way education programs operate under pressure.

    Tune in for insights on tech, productivity, and lessons learned from behind the scenes. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

    LINKS & RESOURCES

    👉 Read Our Case Study with TRIO Upward Bound: https://www.jotform.com/ai/agents/case-study-trio-upward-bound/

    👉 Learn More About Jotform Enterprise: https://www.jotform.com/enterprise/

    👉 Contact Our Enterprise Sales Team: https://www.jotform.com/enterprise/contact-sales/

    👉 Learn More About Upward Bound: https://www.hecstl.org/our-programs/trioub

    👉 Learn more on the Jotform blog:https://www.jotform.com/blog/

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    CONNECT WITH US ON SOCIAL MEDIA

    X (formerly Twitter): https://x.com/Jotform

    LinkedIn: https://www.linkedin.com/company/jotform/

    Facebook: https://www.facebook.com/jotform/

    Instagram: https://www.instagram.com/jotform_official/

    Medium: https://stories.jotform.com/

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    👋 ABOUT JOTFORM Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://www.jotform.com

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    59 min
  • Momentum Episode 32: How Empire Blueprint Uses Jotform Enterprise to Empower Teams & Clients

    How can a company dedicated to helping clients achieve better work-life balance ensure the same for its own employees? Today’s guest, John Pierre, CEO of Empire Blueprint in Melbourne, Australia, set out to answer that question by taking a holistic approach to automating workflows and streamlining processes within his organization. In this episode, we explore how Empire Blueprint leverages Jotform Enterprise to transform data collection, boost operational efficiency, and ultimately make life easier: not only for their clients but for their team as well. Tune in for insights on tech, productivity, and lessons learned from behind the scenes.

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    LINKS & RESOURCES 👉 Read Our Case Study with Empire Blueprint: https://link.jotform.com/67p38ieU5s

    👉 Learn More About Jotform Enterprise: https://link.jotform.com/wVKhwaPLvb

    👉 Contact Our Enterprise Sales Team: https://link.jotform.com/vzYK3MCyXs

    👉 Follow John Pierre's YouTube Channel: https://www.youtube.com/@CorporateCowboy

    👉 Learn more on the Jotform blog: https://link.jotform.com/5zUKaBg4SM

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    CONNECT WITH US ON SOCIAL MEDIA X (formerly Twitter): https://x.com/Jotform

    LinkedIn: https://www.linkedin.com/company/jotform/

    Facebook: https://www.facebook.com/jotform/ Instagram:

    https://www.instagram.com/jotform_official/

    Medium: https://stories.jotform.com/

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    👋 ABOUT JOTFORM Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://link.jotform.com/rL3sETp1xh

    51 min
  • Momentum Episode 31: How We Launched Jotform AI Agents from a Marketing Perspective

    Try Jotform AI Agents now: https://www.jotform.com/ai/agents/

    What does it take to bring a product like Jotform AI Agents to market and with a product that has so many possible use cases how do you narrow your focus from a marketing standpoint? In this episode of Momentum we’ll peel back the curtain as we chat with Jotform’s former VP of Marketing and former host of this show Elliott Sprecher to find out the ins and outs of what it took to launch our most ambitious product yet. Tune in for insights on tech, productivity, and lessons learned from behind the scenes.

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    LINKS & RESOURCES 👉 Jotform AI Agents: https://www.jotform.com/ai/agents/

    👉 Aytekin Tank's Forbes Post: The Top 150 AI Agents: https://www.forbes.com/sites/aytekintank/2025/02/27/the-top-150-ai-agents/

    👉Jotform AI Agents Announcement Blog: https://www.jotform.com/ai/agents/announcing-jotform-ai-agents/

    👉 Announcing Jotform AI Agents: https://youtu.be/eRrfNUQ3z88

    👉 7,000+ Free AI Agent Templates: https://www.jotform.com/agent-templates/

    👉 Learn more on the Jotform blog: https://www.jotform.com/blog/

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    CONNECT WITH US ON SOCIAL MEDIA

    X (formerly Twitter): https://x.com/Jotform

    LinkedIn: https://www.linkedin.com/company/jotform/

    Facebook: https://www.facebook.com/jotform/

    Instagram: https://www.instagram.com/jotform_official/

    Medium: https://stories.jotform.com/

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    👋 ABOUT JOTFORM

    Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://www.jotform.com/

    35 min
  • How Jotform Uses Its Own AI Agents to Enhance Customer Support

    At Jotform, we believe in practicing what we preach — and that means using our own tools every day. From forms and tables to apps, workflows, and e-signatures, we put our products to the test. Most recently, we’ve embraced our newest innovation: Jotform AI Agents, now powering a major boost in our customer service. In this episode of Momentum, we sit down with Taylor Grendel, Jotform’s VP of Customer Experience, to explore what we’ve learned from using our own AI tools — and how it’s shaping the future of support.

    41 min
  • Jotform AI Agents: The Future of Customer Service with Aytekin Tank

    For this episode of Momentum, we sat down with founder and CEO of Jotform, Aytekin Tank, to find out the inside story of what it took to get Jotform AI Agents, a powerful customer service tool, from concept to fully realized product. Find out how the team adapted to beta user feedback, how it improved the end product, how AI Agents will shape the future of Jotform, and more.

    51 min
  • Human Resources with Matt Romond

    For this episode of Momentum, we sat down with Matt Romond — beloved HR Business Partner at Jotform — to discuss the ins and outs of human resources, review best HR management practices, and learn how to encourage professional development.

    33 min
  • Recruiting

    In this episode of Momentum we’re joined by Alexis Russell — Jotform’s very own International Recruiter — to demystify the hiring process, discuss recruitment best practices, and find out how to attract and maintain top talent.

    25 min
  • Customer Success With Kat Wittman

    Customers are the lifeblood of any business — so how can you keep them happy and coming back for more? In this episode of Momentum we join Kat Wittman, Jotform’s Enterprise Customer Success Manager, to discuss why customer success is important and how your business can prioritize it.

    29 min

About Momentum

From the publisher's feed

In a time when professional (and personal) life is increasingly shaped by the digital systems that surround us, how do we make sense of it all — and even come out ahead?