Article
Automate intake with smart forms.
Replace manual triage with forms that route, summarize, and pre-fill.
Why this matters
Most teams burn hours on intake: copy-pasting forms into a CRM, asking the same questions, deciding who handles what. AI is now good enough to do that triage automatically, and the cost is small.
What to do
- Use a form builder that supports webhooks (Typeform, Tally, Fillout).
- Pipe submissions to a workflow tool (Zapier, n8n, Make) that runs each one through an LLM call to extract structured fields, classify urgency, and route to the right inbox or queue.
- Pre-fill known fields when a returning client shows up.
Common pitfalls
- Don't let AI auto-respond to customers without human review yet; voice and judgment still matter.
- Build a fallback path for when the LLM call fails.
- Keep the form short; long forms get abandoned regardless of how smart the backend is.
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