Form · reads submission
Intake form
Collect structured input.
Fields to fill, that write straight into the data.
What are you making?
Budget range
Needed by
Existing brand?
What it does
Behaviours, not fields. Choosing between two modules is choosing between these.
The shortest form that avoids a second round trip, which is the only sensible design target.
Every field is something you would otherwise have to email back about.
Answers arrive attached to the enquiry rather than in an inbox.
How it works
- 1
Fields are chosen by asking which email you would otherwise have to send.
- 2
The form is published and answers arrive attached to the enquiry rather than in an inbox.
- 3
Required is used sparingly, because every required field costs completions.
- 4
The last answer is visible, which is how you notice a question people are misreading.
Best for
Intake, applications, requests.
Not the right choice for
Anything a conversation collects better — which, here, is a lot.
What a row holds
Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.
| Field | Type | Filled from |
|---|---|---|
| Fieldrequired | text | The question, phrased as it will be read by somebody who knows nothing. |
| Typerequired | text | What kind of answer — long text, choice, date, yes/no. |
| Requiredrequired | choice | Yes or No. Every required field is a reason somebody abandons the form. |
| Last answer | text | What the most recent submission said, so the form can be judged by its output. |
What it does not do
A module chosen for something it cannot do costs more than one that was never offered.
- No conditional logic or branching.
- No file uploads beyond what the destination supports.
- No spam protection beyond what the platform provides.
- Answers are per submission and are not aggregated; that is Surveys.
Before it works
What you have to provide, if anything.
- Write fewer fields than you want. Four is usually enough and six is usually too many.
- Pair with Contacts so a submission becomes a person rather than a message.
In practice
A studio whose every new enquiry started with three clarifying emails.
“Ask what they are making, the budget range, when they need it and whether there is an existing brand.”
What the agent built
A four-field intake form, required where it mattered.
What changed
The three clarifying emails became zero. Quotes went out the same day rather than the same week.
Better with
These do a different job on the same data. An agent can have all of them.
Work is won by quoting, and revenue depends on following up the ones that went unanswered rather than writing more.
You sell time and expertise rather than objects, and people need to know the shape of an engagement.
Almost any agent that talks to more than one person and needs to remember who they were. The default people module when nothing more specific fits.
Who uses this page
Insurance broker
Collects what a quote actually needs, without a twenty-minute call.
Law firm
Handles first contact properly: what the matter is, whether you take it, and what happens next.
University or college admissions
Answers entry requirements and deadlines in every applicant’s language, at their timezone.
Nutritionist or dietitian
Answers the questions people are shy about, and captures the intake before session one.
Questions
What data does the Intake form page use?
It reads submission records the agent has collected. Collect structured input. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a form the wrong choice?
Anything a conversation collects better — which, here, is a lot. It is best for: intake, applications, requests.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Productivity
- Oat milk12 cartons
- Filter papers4 boxes
- Cleaning cloths1 pack
- Till roll20
Shopping list
Things to buy.
- Fridge temperatures loggedYes
- Grinder calibratedYes
- Float countedYes
- Pastries outNo
Checklist
Steps to complete.
Habit tracker
Recurring streaks.
- Grow trade accountsActive trade customers
- Reduce late paymentAverage days to pay
- Launch the subscriptionLive subscribers
- Lift average orderAverage order value
Goals / OKRs
Objectives + key results.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free