How to Use AI Workflows in Forms

AI Workflows help you review form submissions faster by letting AI read and understand every response for you. Instead of opening each submission one by one, you get clear summaries and insights instantly. This keeps your work simple and organized.

What Are AI Workflows

AI Workflows allow you to use AI to process form submissions automatically. The AI can read long answers, create short summaries, score responses, and flag low quality or risky entries. It can also write clean notes so you do not have to type anything manually. This makes reviewing forms quick and stress free.

How to Set Up AI Workflows in Formester

Step 1: Open Automate

Log in to your Formester dashboard and click on Automate. Choose AI Workflow and click create new workflow.

Step 2: Give Your Workflow a Name

Add a clear name so you can understand the purpose of the workflow later. For example job application review or feedback summary.

Step 3: Set the Trigger Type

Choose how the workflow should start. You can select form submission to run the workflow automatically on every new submission. You can also choose manual trigger if you want to run it only when you click a button.

Step 4: Enter Your AI Prompt

Write a simple instruction telling the AI what to do. For example analyze the job application and give a short summary of the candidate. You can update this prompt anytime.

Step 5: Save and Test

Save the workflow and submit a test form or trigger it manually. Check the AI output inside the workflow to view summaries notes and insights in one place.

Example Use Cases

AI Workflows work well for hiring by summarizing applications scoring answers and highlighting strong candidates. They are also useful for feedback and surveys where long responses are turned into short insights. For internal reviews the AI can extract key points and create easy to read summaries for managers.

Why Use AI Workflows

AI Workflows save time by removing repetitive reading and writing work. They give you cleaner insights in seconds and are easy to use since you only need to write a simple sentence. They also help you handle more submissions without adding more effort.

Final Thoughts

AI Workflows make forms smarter by turning raw responses into useful insights automatically. With simple prompts and flexible triggers Formester helps you focus on decisions instead of manual review. Whether you are hiring collecting feedback or reviewing data AI Workflows keep everything fast and easy to manage.

Updated on: 19/12/2025