Dynamic Form with AI

Dynamic Form with AI streamlines data collection by intelligently generating follow-up questions based on user responses. This automated workflow captures essential information while minimizing redundancy, enhancing user experience. By leveraging AI analysis, it ensures that only unanswered questions are presented, making the form completion process efficient and user-friendly.

7/8/2025
19 nodes
Complex
manualcomplexlangchainformformtriggerfiltersplitoutaggregatesticky noteadvanced
Categories:
Complex WorkflowManual Triggered
Integrations:
LangChainFormFormTriggerFilterSplitOutAggregateSticky Note

Target Audience

This workflow is designed for businesses and professionals looking to streamline their data collection processes while enhancing user experience. Specifically, it targets:

- AI Consultants: Who need to capture detailed client requirements without redundancy.
- Marketing Teams: Looking to gather insights from potential leads through structured forms.
- HR Departments: Aiming to automate onboarding processes by collecting necessary information efficiently.
- Small Business Owners: Who want to understand customer needs better and automate responses.

By utilizing this workflow, users can effectively engage with their audience and gather essential data without overwhelming them with repetitive questions.

Problem Solved

This workflow addresses the challenge of collecting comprehensive client information while avoiding redundant questions. It ensures that users are not asked the same questions multiple times by intelligently analyzing responses to open-ended questions. Key benefits include:

- Increased User Engagement: By minimizing repetitive queries, users are more likely to complete forms.
- Efficient Data Collection: Automatically filters out already answered questions, streamlining the process.
- Enhanced Insights: Provides a structured approach to gather critical information about clients' needs and existing workflows, leading to better service offerings.

Workflow Steps

  • Initial Data Collection: The user fills out a form with basic information, including their name, company, job title, and email address.
    2. Business Overview Submission: Users provide a detailed description of their current situation and interest in AI automation.
    3. Response Analysis: An AI model analyzes the open-ended response to determine which critical questions have been answered.
    4. Filtering Questions: The workflow filters out questions that have already been addressed, focusing on those that require further clarification.
    5. Form Generation: Remaining questions are dynamically generated into a follow-up form for the user to complete.
    6. Completion Notification: Once the user finishes the form, they receive a completion message thanking them for their participation.

    • Customization Guide

    To customize this workflow, users can:

    - Modify the Form Fields: Adjust the fields in the 'Get Basic Information' and 'Get Business Overview' nodes to capture specific data relevant to their business needs.
    - Change AI Model Settings: Update the AI model parameters in the 'OpenAI Chat Model' node to utilize different models or settings based on desired outcomes.
    - Adapt the Analysis Prompt: Edit the prompt in the 'Analyse Response' node to tailor the analysis to specific questions or responses relevant to their industry.
    - Add Additional Nodes: Incorporate new nodes for actions like sending emails or integrating with other tools to enhance the workflow's functionality.