Instead of building a form question by question, you can have AI draft it. Describe what the form is for, or give it a form you already use — a PDF, a Word document, a text file, or a photo or screenshot of a paper form — and a draft appears in your form templates a moment later. The draft is a starting point: check every question before people start using it.
Step 2
Choose how to start
Click Create Form. From Scratch opens an empty form, From Prompt drafts one from a description, and From Document drafts one from a file you upload.
Step 3
Describe the form
In Describe the form you want, say what the form is for and what it should ask — the more specific, the closer the draft. Mention who it's about, the questions you need, and anything that must be answered.
Step 4
Title and description are optional
Leave Form Title and Form Description empty and the AI writes them, or fill them in yourself.
Step 5
Generate it
Click Generate Form. The form is drafted in the background, so you can leave the page and carry on with other work.
Step 6
Watch its progress
A banner at the top of your form templates shows the draft's progress, then Form ready to use once it's done. If something goes wrong, the banner says so.
Step 7
Open the draft
Click Open form to see it in the form builder.
Step 8
Check every question
Read each question, and check its answer type and whether it's required. Edit, reorder or delete anything that isn't right, and add anything missing.
Step 9
It's already a saved form
The draft is saved as one of your form templates as soon as it's generated. Edit it like any other form and click Save Form to keep your changes. It starts with no roles in Permissions, so set who can use it.
Step 10
From a document or screenshot
To turn a form you already have into a Read + Respond form, choose Create Form, then From Document, and upload a PDF, Word document (.docx or .doc), text file, or an image (.png or .jpg) such as a screenshot or photo of a paper form. The rest works the same way: a banner shows progress, including reading the document, then Open form.
Keep reading
Tutorial
Turn a paper form into a digital one
Upload a photo or scan of a paper form, or an existing document, and AI drafts a digital form for you to check and edit.
Web dashboardTutorial
Approve a form response
Review a pending response against its submitted evidence, record a decision, and check its status history.
Web dashboardTutorial
Review a care assessment
Check the scores the assistant suggested from a case note, adjust or confirm them, and complete the assessment.
Web dashboard