Overview
AI Forms let you build forms that collect data and automatically process it with AI. Use them to qualify leads, route support tickets, or gather customer feedback. Results are displayed instantly on the same page for quick follow-up.
💡 Note: You can now use pptx (PowerPoint), .epub, and .xlsx files with forms.
Trigger Settings
Connector options give you full control over the AI Forms trigger:
🎛️ Field | 🔤 Description |
Form Title | Choose a unique title for your form. |
Form Description | Describe the purpose of the form. |
Submit Button Text | Choose a title for the submission button. |
Form Fields | Define what fields the user should provide. |
Add Fields | Add various field types to the form. |
Form End Page | Display an end screen with custom text. |
Create a New Form
Go to the Automations tab in your workspace or folder.
Create an automation flow using one of the available methods:
(1) Create with AI
(2) Browse templates
(3) Start from scratch
Click ➕ Add Trigger → Form.
Specify the conditions for the trigger in the sidebar.
(1) Form Title: Choose a title for your form.
(2) Form Description: Describe the purpose of the form.
(3) Submit Button Text: Choose a label for the submission button.
(4) Form Fields: Add pre-defined form fields.
(5) Form End Page: Type a thank you message for your form.
Click ➕ Add Action to add more automation steps.
Click Save changes in the top-right corner.
Share and Use Forms
You can share a link to your form online or embed it on your website.
Go to the Automations tab.
Choose your form automation from the list.
Go to the Share tab at the top.
(1) Use the custom form button to test the form.
(2) Click Publish in the top-right corner to share the form.
Configure End Page
When enabled, form users will be redirected to an end screen with custom text.
Add and configure the Form trigger (see the first section).
Enable Form End Page in the right sidebar.
Enter the text you want displayed on the ending screen.
The end screen will appear after the form is submitted.
Use Cases
Not sure how to use the AI Forms connector? Here are a few ideas:
🪄 Use Case | 🔤 Description |
Data collection | Create forms to collect data from users, such as surveys, feedback, or registrations. |
Automated data processing | Use AI to automatically process the data collected from forms, generating reports or summaries. |
Customer support | Automate the collection of customer support requests and route them to the appropriate department. |
Lead generation | Capture leads through embedded forms on your website and automate follow-up actions. |
Event registration | Manage event registrations and automate confirmation emails and reminders to attendees. |
Interactive training modules | Develop interactive training modules where user inputs guide customized AI-generated training content. |
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact