Streamline workflows and boost efficiency with Formaloo AI's no-code platform. This guide empowers you to create custom internal tools using artificial intelligence, all without writing a single line of code.
While this article walks you through constructing an AI-powered project analysis tool, the steps can be adapted to build various AI generators specific to your needs.
1. Get started with Formaloo AI
Access your Formaloo account. Sign in to your Formaloo account or create a new one. Then, create a formaloo by clicking the "New Formaloo" button to initiate building your first project.
2. Design your data input form
Customize your form to capture project information relevant to your analysis.
Here are some examples:
Project name
Project description
Start date
End date
Team members
Key milestones (file upload for project plans)
Budget information
3. Craft your AI prompt
Navigate to the form's ending page. Utilize the "/ai" command to incorporate the custom AI builder. Here's a sample prompt for a project analysis tool:
Analyze the following project data: Project: @name Description: @description Duration: @start to @end Team: @team Milestones: @milestones Budget: @budget Provide a comprehensive project summary including: Overall project health Key risks and challenges Resource allocation analysis Budget vs. actual spending comparison Recommendations for improvement
Leverage answer piping (@) within the AI prompt to integrate form field values.
4. Train the AI with historical data (Enterprise plan)
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.
5. Utilize logic for dynamic AI responses
To implement logic, add a new ending page to your form. On Success page B, create a new AI block with a prompt tailored towards cost-saving strategies for smaller projects. Here's an example prompt focused on cost-efficiency for smaller projects:
Analyze the following small-budget project data: Project: @project Description: @description Duration: @start to @end Team: @team Milestones: @milestones Budget: @budget Provide a concise project summary focused on cost-efficiency, including: Overall project health Key risks and challenges, with emphasis on budget constraints Resource optimization suggestions Cost-saving opportunities Comparison to similar small-budget projects (if data available) Recommendations for maximizing impact within budget limitations
Access the Logic section and open the advanced logic page within your form builder. Create logic rules to trigger different AI prompts based on specific conditions. For instance, you can design a rule that employs Success page A for projects exceeding a $100,000 budget and Success page B for projects under that amount.
On Success page A, you can use the original prompt designed for high-budget projects. Logic empowers your tool to automatically adjust its analysis based on the project's budget, providing more relevant insights.
6. Test and refine
Test your tool by filling out the form with various project scenarios (high-budget and low-budget).
You may need to refine your prompts and logic rules to achieve optimal results for your specific needs.
Unlimited opportunities to build AI-powered internal tools without coding
Formaloo AI empowers you to create powerful AI-driven internal tools without coding. This process can be applied to build various tools, such as automated report generators or predictive maintenance systems. Leverage Formaloo AI to streamline operations, enhance decision-making, and boost your team's productivity.