What is the AI analyze block in Formaloo?
Formaloo's AI Analyze block is a smart, built-in tool that helps you understand your form data instantly. No spreadsheets, no coding, and no extra tools needed.
You simply pick the form you want to analyze, write a prompt explaining what kind of insight you're looking for, and Formaloo's AI does the rest. Summarizing, highlighting trends, and even pointing out anomalies.
This is great for anyone managing customer data, orders, feedback, or any kind of submissions where patterns and insights matter.
When should you use it?
Imagine you’re running an Order Management System in Formaloo. You receive dozens (or even hundreds) of order submissions.
Instead of manually sorting through the data, just use the AI Analyze block to:
Find out which items are most frequently ordered
Identify high-cost orders
Spot duplicates or inconsistencies
See patterns by department or client
These are just a few of the valuable insights you can uncover without spending hours combing through raw data. The AI Analyze block helps you make smart, fast decisions based on trends hidden in plain sight.
Now that you know what it can do, let’s walk through exactly how to set it up and use it in your project.
How to add & use the AI analyze block
Step 1: Add the AI analyze block
Open any page of your project
Type "/" and search for "AI Analyze"
Or click the + Insert icon (top-right corner)
Select "AI Analyze" from the list
Choose the form database you want to analyze
Step 2: Configure the AI settings
Click on the Options button
Choose the AI model (We recommend Formaloo AI Beta)
Select the response length: short, medium, or long
Write your prompt in the field: "What do you want to analyze?"
Hit the Generate button
Example prompt you can copy
Want to get the most out of your data? A strong prompt makes all the difference. Start by clearly stating your goal. like analyzing purchase patterns or cost breakdowns. Be specific about what trends you're looking for and how you’d like the AI to present the results. The clearer your ask, the better the insight.
Here’s a great example you can start with:
You are a senior procurement data analyst with expertise in reviewing purchase request forms and identifying operational patterns. Analyze the supply order request and produce a clear, insight-driven report that summarizes the data and highlights key trends. Begin with a short overview describing the structure of the request, the types of items ordered, and the overall scope. Then provide a detailed analysis that identifies specific trends, patterns, or anomalies. such as item repetition, high-volume or high-cost categories, or departmental ordering habits. and explain what each might suggest about operations. Conclude your report by summarizing the main takeaways and optionally suggest next steps like reviewing high-cost items or consolidating duplicate requests. Focus on areas like item types, quantities, total cost, most frequent or expensive items, potential inconsistencies, and any notable department-wise trends. Keep your tone analytical and professional, prioritizing clarity and insight over raw data.
Good prompts lead to better results. If you’re unsure where to start, this quick guide on writing effective AI prompts will help.
Step 3: Review your insight
Your AI-powered insight will be generated in the block. and it stays there unless you delete it yourself. That means you can revisit it anytime.
Want to try a different question or go deeper? Just hit Regenerate and try another prompt.
What to do next?
The AI Analyze block turns your form data into clear, actionable insights without the heavy lifting. Whether you're a seasoned pro or just getting started, it's designed to be easy, fast, and powerful.
To take things even further, we recommend checking out our guide on how to customize the AI Builder for your form's ending page. It’s a great next step if you want to make your user experience more dynamic and tailored.
For more on Formaloo AI, check out our AI Help Center.