Create intelligent forms that think, adapt, and integrate seamlessly with your Taskade workspace. AI Forms go beyond traditional form builders by understanding context, validating responses intelligently, and automating follow-up actions.
{% hint style="success" %} New to AI Forms? Start with a simple feedback form and watch how AI transforms basic data collection into intelligent user experiences that learn and improve over time. {% endhint %}
| Feature | Traditional Forms | AI Forms |
|---|---|---|
| Field Validation | Basic rules (email, required) | Smart context validation |
| User Experience | Static questions | Dynamic, adaptive questions |
| Data Processing | Store raw responses | AI analysis + insights |
| Follow-up Actions | Manual review required | Automated intelligent routing |
| Integration | Basic webhook/email | Deep workspace integration |
- Smart Validation: AI understands context and validates responses intelligently
- Dynamic Questions: Forms adapt based on previous answers
- Sentiment Analysis: Automatically detect tone and emotion in text responses
- Auto-categorization: Responses are automatically tagged and organized
- Intelligent Routing: AI determines the best next action for each submission
"Create a customer satisfaction survey for my restaurant with:
- Star ratings for food quality, service speed, and atmosphere
- Optional text feedback section
- Photo upload for meal pictures
- Automatic thank you message
- If rating is below 3 stars, immediately notify manager via Slack"
- Go to your workspace Automations tab
- Click "Create automation flow"
- Add "AI Forms" as your trigger
- Configure form settings and fields
- Add automation actions for processing responses
| Setting | Description | Example |
|---|---|---|
| Form Title | Choose a unique title for your form | "Customer Feedback Survey" |
| Form Description | Describe the purpose of the form | "Help us improve your experience" |
| Submit Button Text | Choose a title for the submission button | "Submit Feedback" |
| Form End Page | Display an end screen with custom text | "Thank you! We'll respond within 24 hours" |
AI Forms include customizable field types to collect different kinds of information:
| Field Type | Description | Best For | AI Enhancement |
|---|---|---|---|
| Short Text | For short answers like a name or title | Names, titles, keywords | Auto-validation, spell check |
| Long Text | For longer answers like comments | Feedback, descriptions | Sentiment analysis, categorization |
| Option Dropdown | A list of choices where one is selected | Categories, preferences | Smart suggestions based on context |
| Number | For numbers like age or quantity | Ages, quantities, scores | Range validation, statistical analysis |
| File | Lets users upload files | Documents, images, attachments | Content analysis, OCR processing |
| Phone | For phone numbers | Contact information | Format validation, region detection |
| For email addresses | Contact information | Domain validation, duplicate detection | |
| Date | A calendar to pick a date | Appointments, deadlines | Smart date suggestions, conflict detection |
| Rating | For giving ratings (stars/numbers) | Satisfaction, quality scores | Trend analysis, alert thresholds |
| Single-Select | Allow one option from predefined list | Multiple choice questions | Response pattern analysis |
| Multi-Select | Allow multiple options | Interests, features, tags | Correlation analysis, preference mapping |
| URL | Accept web addresses or links | Website links, references | Link validation, content preview |
Field Type: AI Rating
Configuration:
- Scale: 1-5 stars or 1-10 numeric
- AI Analysis: Sentiment correlation with text responses
- Auto-flagging: Ratings below threshold trigger alerts
- Visual: Star icons, thumbs up/down, or custom emojisField Type: AI Text Analysis
Configuration:
- Sentiment Detection: Positive, negative, neutral scoring
- Keyword Extraction: Automatic tag generation
- Language Detection: Multi-language form support
- Response Quality: AI flags incomplete or unclear responsesField Type: Conditional AI Questions
Configuration:
- Trigger Conditions: Based on previous answers
- AI-Generated Follow-ups: Context-aware next questions
- Progressive Disclosure: Reveal questions as needed
- Smart Branching: AI determines optimal question path// Example AI processing configuration
{
"aiAnalysis": {
"sentiment": {
"enabled": true,
"thresholds": {
"negative": -0.5,
"positive": 0.5
}
},
"categorization": {
"enabled": true,
"categories": ["complaint", "compliment", "suggestion", "question"]
},
"urgency": {
"enabled": true,
"urgentKeywords": ["urgent", "asap", "emergency", "broken"]
}
}
}// AI-powered validation examples
{
"smartValidation": {
"emailField": {
"aiCheck": "Verify email domain exists and looks professional",
"suggestions": "Offer corrections for common typos"
},
"phoneField": {
"aiFormat": "Detect country and format appropriately",
"validation": "Check if number format is valid for detected country"
},
"textFields": {
"minQuality": "Ensure responses are complete and meaningful",
"languageDetect": "Auto-detect language and respond appropriately"
}
}
}/* AI automatically adapts these elements based on your workspace branding */
.ai-form-container {
--primary-color: var(--workspace-primary);
--accent-color: var(--workspace-accent);
--font-family: var(--workspace-font);
}
/* AI-generated responsive breakpoints */
@media (max-width: 768px) {
.ai-form-field {
font-size: 1.1em; /* AI optimizes for mobile readability */
}
}- Progress Indicators: AI calculates optimal completion visualization
- Smart Field Ordering: AI reorders fields based on completion patterns
- Contextual Help: AI provides relevant hints based on user behavior
- Accessibility Auto-enhancements: AI adds ARIA labels and screen reader support
Step Configuration:
Step 1: "Basic Information"
- AI determines required vs. optional fields
- Smart field pre-population from known data
Step 2: "Detailed Feedback"
- Only shown if Step 1 indicates detailed feedback needed
- AI generates contextual questions based on Step 1 responses
Step 3: "Follow-up Preferences"
- AI predicts user preferences based on response patterns
- Smart default selections- Abandonment Prevention: AI detects when users might leave and offers assistance
- Smart Save & Resume: AI automatically saves progress at optimal points
- Completion Prediction: AI estimates time remaining and adjusts accordingly
Don't want to build forms from scratch? Choose from pre-built templates:
| Template Type | Use Case | Included Fields | Automation Actions |
|---|---|---|---|
| Customer Feedback | Collect product/service feedback | Rating, comments, contact info | Auto-categorize, notify team |
| Lead Qualification | Qualify potential customers | Company, budget, timeline | Score leads, assign to sales |
| Support Ticket | Technical support requests | Issue type, priority, description | Route to specialists, create tasks |
| Event Registration | Event sign-ups and RSVPs | Name, email, dietary restrictions | Send confirmations, update attendee list |
| Job Application | Collect job applications | Resume upload, experience, availability | Screen candidates, schedule interviews |
| Survey Research | Market research and surveys | Multiple choice, ratings, demographics | Analyze trends, generate reports |
Once your form is ready, you have multiple sharing options:
- Get a direct URL to share via email, social media, or messaging
- Customize the form URL for branding consistency
- Track submission analytics and response rates in real-time
<iframe src="https://forms.taskade.com/your-form-id"
width="100%" height="600px" frameborder="0">
</iframe>- Public: Anyone with the link can access
- Workspace Only: Restricted to team members
- Password Protected: Require password for access
- Time-Limited: Set expiration date for form availability
// Form submissions automatically create structured data
{
"formSubmission": {
"source": "Customer Feedback Form",
"autoActions": [
{
"type": "createProject",
"template": "feedback-analysis",
"data": {
"customer": "{{form.name}}",
"rating": "{{form.overall_rating}}",
"sentiment": "{{ai.sentiment_score}}",
"category": "{{ai.auto_category}}",
"priority": "{{ai.calculated_priority}}"
}
}
]
}
}Agent Integration:
- Response Analysis: AI agent reviews all submissions
- Quality Scoring: Agent rates response completeness and clarity
- Follow-up Suggestions: Agent recommends next actions
- Pattern Recognition: Agent identifies trends across submissions{
"crmSync": {
"service": "hubspot", // or "salesforce", "pipedrive", etc.
"mapping": {
"contact": {
"email": "{{form.email}}",
"name": "{{form.full_name}}",
"company": "{{form.company}}"
},
"deal": {
"value": "{{ai.estimated_deal_size}}",
"stage": "{{ai.qualification_stage}}",
"priority": "{{ai.lead_score}}"
}
},
"aiEnhancements": {
"leadScoring": "AI calculates lead quality score",
"nextBestAction": "AI suggests optimal follow-up timing and method"
}
}
}Smart Notifications:
High Priority (AI Score > 8):
- Immediate Slack notification to sales team
- SMS alert to designated manager
- Calendar event created for follow-up call
Medium Priority (AI Score 5-8):
- Email summary to team lead
- Task created in project management system
- Follow-up scheduled for next business day
Low Priority (AI Score < 5):
- Added to weekly digest
- Automated thank you email sent
- Data stored for trend analysis- Drop-off Analysis: AI identifies where users abandon forms and suggests improvements
- Time-to-Complete Optimization: AI recommends form length adjustments
- Field Performance: AI ranks which fields provide the most valuable data
- User Experience Scoring: AI rates overall form usability
{
"qualityMetrics": {
"completeness": "Percentage of meaningful responses",
"sentiment": "Overall emotional tone of submissions",
"actionability": "How many responses led to concrete actions",
"engagement": "Time spent and interaction depth per submission"
}
}- Weekly Intelligence Reports: AI summarizes key trends and patterns
- Anomaly Detection: AI flags unusual response patterns
- Predictive Analytics: AI forecasts response volumes and trends
- Actionable Recommendations: AI suggests form improvements and process optimizations
<!-- Simple embed for any website -->
<div id="taskade-ai-form" data-form-id="your-form-id"></div>
<script src="https://cdn.taskade.com/ai-forms/embed.js"></script>
<script>
TaskadeAIForms.render('taskade-ai-form', {
formId: 'your-form-id',
theme: 'auto', // 'light', 'dark', or 'auto'
aiFeatures: {
smartValidation: true,
autoComplete: true,
progressiveDisclosure: true
}
});
</script>import { TaskadeAIForm } from '@taskade/ai-forms-react';
function ContactPage() {
return (
<TaskadeAIForm
formId="your-form-id"
onSubmit={(data, aiInsights) => {
console.log('Form data:', data);
console.log('AI insights:', aiInsights);
}}
aiConfig={{
realTimeValidation: true,
smartSuggestions: true,
sentimentAnalysis: true
}}
/>
);
}# Get form submissions with AI analysis
curl -X GET "https://api.taskade.com/v1/forms/your-form-id/submissions" \
-H "Authorization: Bearer YOUR_TOKEN" \
-H "Content-Type: application/json"{
"submissions": [
{
"id": "submission_123",
"timestamp": "2024-01-15T10:30:00Z",
"data": {
"name": "John Smith",
"email": "john@example.com",
"feedback": "Great service, very satisfied!"
},
"aiAnalysis": {
"sentiment": 0.85,
"categories": ["compliment", "satisfaction"],
"priority": "low",
"suggestedActions": ["send_thank_you", "add_to_testimonials"]
}
}
]
}// Receive real-time form submissions with AI insights
app.post('/taskade-form-webhook', (req, res) => {
const { submission, aiAnalysis } = req.body;
// AI automatically provides:
// - Sentiment analysis
// - Category classification
// - Priority scoring
// - Suggested next actions
if (aiAnalysis.priority === 'high') {
// Immediate action required
sendSlackAlert(submission);
createUrgentTask(submission);
}
res.status(200).send('OK');
});- Progressive Disclosure: Start with essential fields, let AI determine when to reveal more
- Smart Defaults: Use AI to pre-populate fields based on user context
- Contextual Help: AI provides assistance exactly when and where users need it
- Adaptive Layout: AI adjusts form layout based on device and user behavior patterns
- Question Clarity: AI analyzes question comprehension and suggests improvements
- Response Validation: AI ensures responses are complete and meaningful
- Follow-up Optimization: AI determines the best questions to ask next
- Abandonment Prevention: AI detects frustration signals and offers help
- Smart Data Classification: AI automatically identifies and protects sensitive information
- Consent Management: AI ensures proper consent collection for data processing
- Retention Optimization: AI suggests optimal data retention periods
- Anonymization: AI can automatically anonymize responses while preserving insights
- Lazy Loading: AI determines optimal field loading sequence
- Caching Strategy: AI-powered caching for faster form delivery
- Mobile Optimization: AI ensures perfect mobile experience across devices
- Accessibility: AI automatically adds accessibility enhancements
Use Case: Restaurant feedback collection
AI Features:
- Photo analysis of meal images
- Sentiment analysis of written feedback
- Automatic routing of complaints to managers
- Trend analysis of service quality over time
Results:
- 40% increase in response rates
- 60% faster issue resolution
- Automated insights reduce manual analysis time by 80%Use Case: B2B lead qualification
AI Features:
- Company information auto-completion
- Lead scoring based on responses
- Optimal follow-up timing prediction
- Integration with sales CRM
Results:
- 35% improvement in lead quality
- 50% reduction in qualification time
- 25% increase in conversion ratesUse Case: Conference attendee registration
AI Features:
- Smart session recommendations based on interests
- Dietary restriction and accessibility auto-detection
- Networking match suggestions
- Capacity management optimization
Results:
- 45% higher attendee satisfaction scores
- 30% more meaningful networking connections
- 90% reduction in manual coordination tasks- Check API Limits: Ensure you haven't exceeded AI processing quotas
- Validate Form Configuration: Confirm AI features are properly enabled
- Response Quality: AI requires meaningful text responses for analysis
- Language Support: Verify AI supports the language of responses
- Webhook Validation: Ensure webhook endpoints are properly configured
- Data Mapping: Verify field mapping between form and destination system
- Authentication: Check API tokens and permissions
- Rate Limits: Monitor API usage and implement proper error handling
- Documentation: Complete AI Forms API Reference
- Community: AI Forms Discussion Forum
- Support: Contact support for advanced AI configuration assistance
- Templates: Browse pre-built AI form templates in your workspace
🚀 Ready to transform your data collection with AI? Start with a simple feedback form and discover how artificial intelligence can make every form submission more valuable and actionable.
For more advanced AI integrations, explore our AI Agents documentation and Automation workflows.