Formaloo AI lets you build custom AI-powered tools by combining a form with an AI prompt. These tools can be used internally by your team or shared externally with clients.
Whether you need a content generator, a project analysis assistant, or a quick idea builder, you can create it in minutes:
Why this helps
Automate repetitive tasks
→ Let AI do the brainstorming, drafting, summarizing, or analyzing for you.Customize for your needs
→ Each tool is built around your form fields and your tailored prompts.Boost team productivity
→ Turn a simple form into an AI-powered assistant for marketing, reporting, or project management.
Here’s a simple step-by-step process to go from idea to your own no-code AI-powered tool in Formaloo.
Step 1: Plan your use case & create a form
Start by thinking about your use case – what do you want AI to help you with?
For example, do you want to generate text, analyze data, or summarize results? Keep this goal in mind as you create your form in the Formaloo, and include the fields to gather the details your AI prompt will later rely on.
🎨 For a quick start, check out our curated template gallery for tens of ready-made AI-powered templates that cover real use cases and give you ideas of how forms and AI prompts can be set up.
Step 2: Add IDs to your form fields & variables
To make your AI tool work, you’ll need to assign IDs to the fields or variables whose values you want to use in your AI prompt. These IDs are what let the AI pull in and analyze the fields' input or variables' values.
Go through your form, and for each field or variable you want to reference, add a unique ID in the right-hand panel. For example:
Product/service → ID:
product_nameBrand/company → ID:
brandCampaign goal → ID:
goal
IDs will let you pipe answers into your AI prompt using the @ symbol. For example: “The service requested is @service and the target audience is @audience.”
Step 3: Write your AI prompt
On the ending page of your form, add an ✨ AI Smart Content block and write your instructions in the prompt box.
☝ When writing your prompt, include 4 key elements to ensure the AI generates relevant, reliable output:
define the persona (who the AI should act as),
the task (what you want it to do),
the context (background or inputs),
and the format (how the output should look).
💡 Check out our article on how to write effective AI prompts for more detailed guidance.
🆔 Using field and variable IDs
Referencing individual fields by their IDs will let AI pull the input from these fields. For example:
“Company/brand name is @brand”
→ lets the AI know that the value pulled from the field with ID
brandstands for the brand's name.
“@audience is the answer to the question: Who are we targeting? Include demographics, needs, context.”
→ provides context so the AI understands what question the input covers.
“The risk score calculated for this project, on a scale of 1–10, is @risk_score”
→ provides context for a variable value, so the AI knows what the number represents.
☝ Note that the input itself doesn’t necessarily tell the AI what it stands for. Always provide context around fields and variable values so the AI knows what they represent.
📦 Using @answered for full context
You can also use the system variable @answered to pass all answered fields (both questions and input) at once. For example:
“The client filled in a project brief. Here are the questions and answers: @answered”.
☝ Note that this will not include variables and their values.
📂 Analyzing uploaded files
AI can also analyze documents uploaded through a File upload field. Give the field an ID (e.g., brief) and reference it in your prompt. For example:
“The client uploaded a project scope summary in @brief. Please analyze the document and summarize its key points.”
Step 4: Tailor prompts for different cases with conditional logic
You can also create tools that generate different outputs based on conditions:
Add multiple ending pages, each with its own AI block and prompt,
Set up advanced logic in your form so that based on a respondent’s input (e.g., budget or goal), the form goes to the appropriate AI-powered ending page.
This way, each ending page runs a tailored prompt and generates results specific to that condition:
For example:
If Budget < $10,000 → redirect to Ending page A with a prompt that prioritizes cost‑efficiency, e.g., highlight must‑do tactics, reuse assets, and low‑cost channels.
If Budget ≥ $10,000 → redirect to Ending page B with a prompt focused on expanded strategy, e.g., multi‑channel plan, testing roadmap, and recommended allocations.
If Goal = Lead Gen vs. Goal = Awareness → send to different endings so each prompt crafts the right KPIs, messaging angle, and next steps.
💡 See our article on how to redirect users to different ending pages with conditional logic for step-by-step guidance.
Step 5: Test the output & refine the prompt
Before sharing your tool with the team or audience, submit a few sample inputs and review the AI-generated output:
Adjust your prompt for clarity if needed,
Add or change fields if the output doesn't feel complete/comprehensive,
Experiment with tone, detail, and output format.
🎨 Create a fully on‑brand experience
You can customize your AI generator form by adjusting its design or setting up a custom domain. This way, your AI‑powered tool can feel completely integrated into your brand.
⭐ Train the AI with historical data
Formaloo's Enterprise plan allows you to train the AI with historical project data, enhancing its understanding of your company's specific patterns and challenges.
For a free demo exploring this feature, contact the Formaloo sales team.
Example use cases with setup & prompts
Below you’ll find three real-world scenarios with walkthrough videos. Each includes an example of the setup and sample AI prompts and outputs you can use for inspiration or adapt directly to your own needs:
1. Google Ads copy generator
Fields:
Product/service (product), Audience (audience), Format (format), Selling points (selling_points), Call to action (cta).
Prompt:
“Generate Google Ads copy, including headlines and descriptions, for a @product targeting @audience. The ad format is @format. The key selling points are: @selling_points. Call to action: @cta. Brand voice: Empowering and inspiring.”
Output example:
Headline: Personalized fitness at home.
Description: Join thousands of women aged 25–35 using our fitness app. Get plans, recipes, and workouts tailored to your needs.
2. Project analysis assistant
Fields:
Project name (project_name), Project description (description), Start date (start), End date (end), Team members (team), Key milestones (milestones), Budget (budget).
Prompt:
“Analyze the following project data: The project’s name is @project_name. Description: @description. Duration: from @start to @end. Team members involved: @team. Key milestones: @milestones. The allocated budget is @budget. Provide a comprehensive summary including: overall project health, key risks and challenges, resource allocation analysis, budget vs. actual spending comparison, and recommendations for improvement.”
Output example:
Project Alpha is progressing but faces risks due to compressed timelines. Resource allocation is uneven across teams. Budget is tracking close to planned, though milestone 2 may exceed estimates. Recommended actions: redistribute workload, adjust milestone deadlines, and monitor costs weekly.
3. Email signature generator
Fields:
Name (name), Job role (role), Company (company).
Prompt:
“Please ignore all previous instructions. You are a professional branding expert specializing in corporate email signatures. Generate a structured, well-designed email signature including the following details: The person’s name is @name. The person’s job role is @role. The company they’re working at is @company.”
Output example:
— Jane Smith
Marketing Director
Acme Agency
www.acmeagency.com | [email protected]
Key takeaways
Any form can become an AI generator or an AI-powered internal tool.
Use field IDs + answer piping to make prompts dynamic.
Keep prompts clear about the task, context, tone, and format.
Test and refine until outputs are consistent with your needs.
By combining form inputs with smart AI prompts, you can build custom assistants that save time, reduce manual work, and empower your team 🧡
💡 What to do next
AI generators and internal tools are only one of several AI tools available in Formaloo. Explore these features to get even more out of your forms:
💌 AI Email Assistant – generate dynamic, hyper‑personalized email notifications tailored to each respondent’s input.
💖 AI on ending pages – build dynamic, personalized results, summaries, or recommendations directly after submission.
🧠 AI Analyze – analyze your submissions to generate summaries, gain insights, and spot patterns or trends.
💬 Magic Question – get context‑aware suggestions for follow‑up fields to complete your form’s flow.
✍️ Magic Rewrite – refine wording, tone, and clarity across your form so questions are easier to answer.