Build AI-Powered Forms & Workflows
Build intelligent forms that use AI to automatically process, categorize, route, and respond to submissions—turning data collection into automated workflows.
Form submissions are drowning your team in manual work—categorizing, routing, and responding to each one. Build intelligent forms that use AI to automatically process and route submissions, turning data collection into streamlined workflows.
Upcoming Dates
Choose a date that works for you and secure your spot
Track
TCB
Level
300
Advanced
Duration
3 hours
Early Bird
$99
Save $50
Regular
$149
Standard rate
Day-of
$198
Walk-in rate
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Buy 5+ credits and save 10%. Buy 50+ and save 25%!
You will arrive manually reading every form submission and routing them by hand, and leave with intelligent forms that AI categorizes, routes, and responds to automatically—turning hours of processing into seconds.
About This Workshop
Build AI-powered forms that understand submissions, categorize automatically, route to the right actions, draft responses, and track everything in a database—handling submissions in seconds instead of hours.
Before
Overwhelmed by options, unsure where to start, worried about falling behind
After
Clear action plan, confidence in your direction, ready to implement
Workshop Agenda
Forms That Work for You
Understand AI-powered form concept
Designing Intelligent Forms
AI-optimized form design
AI Processing Setup
Connected AI processing
Smart Routing & Actions
Routing logic built
Database Integration
Tracking system connected
Complete Assembly
Working end-to-end workflow
Implementation
30-day action plan
Before You Take This Workshop
We suggest completing these workshops first for the best experience
What You'll Learn
Design: forms optimized for AI processing with the right mix of structured and open fields
Connect: forms to AI processing using Make.com or Zapier
Write: AI processing prompts that extract categories, scores, and insights
Build: routing logic that directs submissions to appropriate actions
Integrate: databases for tracking and reporting
Assemble: complete automated form workflows
What You'll Walk Away With
AI-optimized form design
AI processing prompt (customized)
Routing logic map
Database table design
Make/Zapier workflow (in progress or complete)
Testing checklist
30-day action plan
Is This Workshop Right For You?
This IS For You If...
- **Business Stage:** Any stage using forms for business processes
- **Team Size:** 1-20 employees, limited admin support
- **Industry:** Any industry using intake forms, applications, or requests
- **Pain Points:** Manual form processing, inconsistent handling, delayed responses
- **Current State:** Using basic form builders, manually reviewing everything
- Marketing managers handling lead intake
- Operations managers processing internal requests
- Customer service teams managing support tickets
- Those needing complex multi-step form wizards
- Businesses requiring payment processing integration
- Companies with strict compliance requirements (HIPAA, PCI)
This is NOT For You If...
- Those needing complex multi-step form wizards
- Businesses requiring payment processing integration
- Companies with strict compliance requirements (HIPAA, PCI)
Ready to Get Started?
Join us for hands-on AI training designed for real business results.