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AI Forms (Trigger)
AI Forms (Trigger)

Build and share custom forms to collect and process data with AI.

Updated over a week ago

What Are AI Forms?

AI forms allow you to create shareable and customizable workflows using automation. You can build forms to collect data and use automation to process that data with AI. When your form is processed, the output of that form will appear on the same page.

💡 Note: You can now use pptx (PowerPoint), .epub, and .xlsx files with forms.

AI Forms Triggers & Actions

Here are the triggers & actions you can use in your workflows:

(Trigger) Form Trigger

Triggers when a form is used.

AI Forms Automation Settings

Connector options give you full control over the AI Forms automation:

🎛️ 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.

Create a New Form

  • Go to the Automations tab in your workspace or folder.
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  • Click ➕ Add automation.
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  • Click ➕ Add Trigger and choose Form Trigger.
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  • Specify the conditions for the trigger on the right.
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  • Click ➕ Add Action to add more automation steps.
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  • 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.
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  • Choose your form automation from the list.
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  • Go to the Share tab at the top.
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    • (1) Use the custom form button to test the form.
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    • (2) Click Publish in the top-right corner to share the form.

AI Forms Automation 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

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