Generate Forms with AI
Describe what information you need to collect and AI builds the form automatically.
How It Works
From Description to Form
- Describe your form's purpose
- AI identifies needed fields
- Generates form structure
- You customize as needed
What AI Creates
AI generates:
- Appropriate field types
- Logical field order
- Validation rules
- Conditional logic
- Help text
Starting Generation
From Forms Page
- Go to Forms
- Click + New Form
- Select Generate with AI
- Enter your description
From Workflow
- Add a Form node
- Click Create New Form
- Choose Generate with AI
- Describe what you need
Writing Effective Prompts
Be Clear About Purpose
Less effective:
"Contact form"
More effective:
"Contact form for a B2B software company that collects name, work email, company name, company size, and a message about their needs"
Include Field Details
Mention:
- Required vs optional
- Specific options (dropdowns)
- Validation needs
- Target audience
Example Prompts
Lead Capture:
"Lead capture form for a marketing agency. Need: name, email, phone (optional), company website, monthly marketing budget (ranges: under $5k, $5k-15k, $15k-50k, over $50k), and biggest marketing challenge."
Event Registration:
"Conference registration form. Collect: full name, email, company, job title, dietary restrictions (vegetarian, vegan, gluten-free, none), which sessions they want to attend (checkboxes), and how they heard about us."
Support Request:
"Technical support request form. Need: email, product they're using (dropdown of our products), urgency level (low, medium, high, critical), issue description, and optional file upload for screenshots."
Review Process
Generated Form Preview
After generation:
- See all fields
- Review field types
- Check validation rules
- Preview form layout
Making Adjustments
Customize:
- Add/remove fields
- Change field types
- Adjust order
- Edit labels and help text
- Modify validation
Regenerate Options
If not right:
- Refine prompt - Add details
- Regenerate - Fresh generation
- Edit manually - Fine-tune yourself
AI Field Selection
Smart Field Type Choices
AI automatically selects:
| Data Type | Field Type | |-----------|------------| | Names | Text input | | Email | Email input | | Phone | Phone input | | Dates | Date picker | | Choices | Dropdown/Radio | | Multiple select | Checkboxes | | Long text | Textarea | | Files | File upload |
Validation Rules
AI adds validation for:
- Required fields
- Email format
- Phone format
- File size limits
- Character limits
Tips for Best Results
1. Specify Your Industry
"Medical intake form" vs "Contact form" gives better context.
2. Mention Field Constraints
"Budget (ranges from $100 to $10,000)" helps AI create appropriate options.
3. Include Optional Fields
"Phone number (optional)" vs just "phone number".
4. Describe Conditional Needs
"If they select 'Other', show a text field for details."
Generated Form Examples
Customer Feedback
Prompt: "Post-purchase feedback form. Rating 1-5 stars, what they liked, what could improve, would they recommend us (yes/no), optional testimonial"
Generated:
- Star rating (1-5)
- Textarea: What did you like?
- Textarea: What could we improve?
- Radio: Would you recommend? (Yes/No)
- Textarea: Testimonial (optional)
- Submit button
Job Application
Prompt: "Simple job application. Full name, email, phone, resume upload (PDF only), cover letter optional, where they heard about us"
Generated:
- Text: Full Name (required)
- Email: Email Address (required)
- Phone: Phone Number (required)
- File Upload: Resume (PDF, max 5MB)
- Textarea: Cover Letter (optional)
- Dropdown: How did you hear about us?
After Generation
Save Form
- Review generated form
- Make adjustments
- Click Save
- Name your form
Connect to Workflow
Forms can trigger workflows:
- Go to workflow editor
- Add Form trigger
- Select your new form
- Build automation
Next Steps
- Form Builder Overview - Manual building
- Field Types Reference - All field types
- AI Overview - All AI features