Generate forms using AI

Use the AI form generator to create forms by describing what you need in natural language. Instead of manually dragging and dropping questions, tell the AI what fields your form should contain, and it will generate the form structure for you. This is a licensed feature that supports both Anthropic (Claude) and OpenAI as AI providers.

Prerequisites

Before beginning, ensure you have:

• An account with your chosen AI provider (OpenAI or Anthropic).
• A valid API key from your AI provider.
• Administrative access to Nutrient Workflow Automation.
• At least one configured AI source in Nutrient Workflow Automation (using OpenAI or Anthropic).

If you haven’t set up an AI source yet, refer to the Automatically populate forms using AI guide for instructions on creating and configuring AI sources.

Using the AI form generator

Follow the steps below to generate a form using the AI form generator:

Navigate to the Forms page

1. Navigate to Forms in Nutrient Workflow Automation.
2. Either click Add Form to create a new form, or select an existing form to edit.

Access the AI form generator and select your AI source

1. Click Generate with AI in the Quick Actions section.
2. The AI form generator page opens. In the top right corner, click the AI Source dropdown.
3. Select the AI connection you want to use. Each option shows the provider (Anthropic or OpenAI) and the model.

Describe your form in natural language

In the text field, describe what form you want to create. The following elements help the AI generate better results:

• The purpose of the form
• What fields or information the form should collect
• Any specific field types you prefer

Example prompts

Below are some example prompts you can use to describe your form. You can customize these examples to fit your specific needs.

Example 1 — Brief use case

I need a form to collect customer feedback on our products.

Example 2 — Conversational style

We’re creating an onboarding process for new employees and need to gather their onboarding information. We need to know their name, hire date, which department they’re joining, their manager’s name, and whether they need IT equipment.

Example 3 — Detailed specification

Create a purchase request form with fields for requester name, department, item description, quantity, estimated cost, and a date field for when the item is needed.

Generate the form

1. Click the Send button in the text editor to generate the form. The AI edits the form based on your prompt.
2. The form preview on the left updates to show the generated fields when generation completes.

Review and refine the generated form

After the AI generates your form, review the questions and structure:

1. Check that all expected fields are present.
2. Verify field types match your needs.
3. Confirm field labels are clear and correct.
4. Look for any fields the AI added that weren’t in your description.

You can continue refining the form through conversation. Send additional messages to the AI to request changes, add fields, or adjust the structure. This iterative approach enables you to refine the form without starting over.

Once you’re satisfied with the form, click Create Form to save it to your Nutrient Workflow Automation instance. After creating the form, you can make additional adjustments:

• Edit field labels or settings by clicking the pencil icon on each question.
• Delete unnecessary questions by clicking the delete icon.
• Reorder questions by dragging them.
• Add questions manually.

Next steps

Explore these related guides to further enhance your forms:

• Create and edit form questions — Learn how to manually add and configure form questions.
• Automatically populate forms using AI — Extract data from documents into your form fields.
• Form rules and show/hide logic — Add conditional logic to your forms.
• Add calculations to forms — Use formulas to calculate values based on user input.