Smart Forms

Streamline Data Collection with AI-Enhanced Forms

Smart forms revolutionize the way data is collected by leveraging advanced technology to enhance both efficiency and accuracy. By automating the form creation process, these intelligent forms adapt to changing data needs, ensuring that users can gather information effortlessly. This innovative approach not only simplifies data collection but also reduces the likelihood of errors, making it a vital tool for professionals across various sectors.

Our Approach

Creating forms traditionally can be a demanding task, particularly when the required data evolves. With smart forms, you can automatically generate forms based on your custom data fields, which upgrade seamlessly as your needs change.

Traditional Form Tools

  1. Manual Creation: Building forms from scratch can be tedious, requiring considerable time and effort to set up fields and logic.
  2. Challenging Data Entry: Manual input processes often lead to errors, as users must provide precise information.
  3. Version Control Challenges: Different users may create various versions of forms, resulting in confusion and inconsistency.

Limitations of Current AI Tools

  • Template Limitations: Many AI form solutions rely on preset templates, which can restrict flexibility.
  • Inadequate Adaptability: Some automation tools fail to offer advanced validation, which could lead to incorrect submissions.
  • Lack of Transparency: Users may be unaware of how AI algorithms function, creating uncertainty about their reliability.

Our Smart Forms Solution

Key Benefits

  1. No-Code Design:

    • User-Friendly Form Creation: Utilize a straightforward visual designer to specify the data fields you wish to collect.
    • Select Form Control Types: Easily choose how each data field will appear, including options such as text, checkboxes, numbers, dates, and more.
    • Support for Complex Fields: Define repeating records or reusable pre-defined fields to simplify your form structure.
    • Empower AI: By naming data fields with *_ai (e.g., meeting-notes_ai), you can attach tailored AI prompts and sample writing styles.

  2. AI-Driven Data Entry:

    • Efficient Data Capture: AI scans relevant documents, automatically populating fields and reducing manual effort.
    • Adaptive Learning: Update AI prompts as needed, enhancing the accuracy and responsiveness of data entry over time.

  3. Seamless Integration:

    • Compatibility with Various Sources: Effortlessly collect data from multiple sources like spreadsheets and APIs.
    • Custom Data Mapping: Streamline data flows into your forms to minimize manual intervention and simplify data handling.

  4. Collaborative Features:

    • Team Collaboration: Work together on data fields to ensure consistency and gather insights from the whole team.
    • Shared Data Entry: Allow multiple team members (including those on our free Community plan) to contribute data in the same forms.

  5. Clarity in Process:

    • Real-Time Preview: Quickly visualize how forms will look and operate as you create them.
    • Understanding AI’s Role: Gain insight into how AI supports data entry, removing confusion about its functions.

Data Field Editor

The field editor organizes fields into a tree structure saved as a *.rng file. The left panel provides a hierarchical view to arrange fields and establish any groups.

The right panel details the selected field, including the name, label, comments, and display hints. Fields can be made required or reuse predefined field definitions.

The form preview feature allows you to see how your forms evolve without manual adjustments. Everything in the form generates directly from the tree of fields you create.

Form Viewer

When gathering data for reports or documents, forms display according to your specifications. Each form corresponds to its relevant fields, and you can reorder them for user-friendliness.

Navigation tabs facilitate movement between forms and indicate any missing or erroneous information. When forms are complete, you can generate documents that incorporate the collected data with just a few clicks.

An assist menu appears next to AI-enabled fields, offering the option to run AI chains and fine-tune prompts or samples. You can also run all linked AI chains on the form with a single action from the main menu.

Real-World Impact

A Comparison of Experience: Before vs. After Implementing Smart Forms

Before:

  • Teams faced challenges with extensive data entry tasks.
  • Miscommunication resulted in varying form versions.
  • High error rates consumed valuable time and resources.

After:

  • Data capture is streamlined, requiring minimal manual input.
  • A unified, up-to-date form is utilized organization-wide.
  • Built-in checks reduce errors, enhancing data quality.

Use Cases

  • Healthcare: AI efficiently completes patient intake forms by extracting data from medical records.
  • Education: AI summarizes historical data, aiding in the creation of personalized assessments for students.
  • Government Services: Automate application forms to simplify processes for public service agents and clients.

Smart forms offer a practical solution for modern data collection challenges, enabling professionals to enhance efficiency while retaining accuracy and control.