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How to use Formaloo AI to enhance your forms
How to use Formaloo AI to enhance your forms

Boost your forms with AI! Learn to create custom AI builders without code!

Updated over a week ago

Now that we’ve gained the knowledge to write effective AI prompts, we can leverage our expertise to elevate your forms and dashboards using Formaloo’s custom AI builder. We will outline the process of creating your first form step by step, ensuring a smooth experience with the tool.

1. Create the form

Let’s kick things off by building your form:

  • A: Head over to your dashboard.

  • B: Click on "+ New Formaloo" in the upper-left corner.

  • C: Choose “Form”.

  • D: Name your form (e.g., Project management strategy). Easy peasy!

2. Insert the questions

Time to add the important questions. Based on these questions, we make a perfect prompt for our custom AI builder:

  • A: Open your form.

  • B: Select Edit Base from the form’s base.

  • C: Copy and paste these key questions:

    1. What is the current stage of your project? (Field: Text)

    2. What is the primary obstacle in the project? (Field: Long Text)

    3. What is the key objective you want to achieve in the next phase? (Field: Long Text)

You can insert as many questions as you want, but we used three here in this example.

3. Assign IDs

Now, it's time to assign some IDs. These IDs are essential for recalling each responder's response on the form.

This way, we can customize the AI prompt based on each responder's replies and show personalized messages after they submit the form.

You can skip this step if you don't want personalized AI prompts, although it's highly effective for engaging your audience.

Here's how answer piping works with the AI prompt block:

  • A: Click one of your questions on your form editor page.

  • B: Find the ID property of that field in the right sidebar.

  • C: Assign a custom ID to the field so you can recall the field's value in your AI prompt using that ID.

Suggested options:

  • First question: @Stage

  • Second question: @Obstacle

  • Third Question: @Objective

4. Add custom AI builder magic

Now for the fun part—adding some AI magic to analyze responses automatically:

  • A: Scroll down to the end of your form to the default ending page.

  • B: Insert the Custom AI Builder by typing “/AI” or using from the toolbox.

C: Paste the following prompt to get top-notch results:

You are a project manager responsible for overseeing a complex project with multiple phases.

Develop a strategy to overcome the current obstacle and ensure smooth progress to the project's next phase. Focus on outlining actionable steps and key priorities.

Your project is at the (@Stage) stage, but you are facing a significant challenge, which is (@Obstacle). Despite this obstacle, you must keep the project on track and achieve the objective of (@Objective) in the next phase. Stakeholders are closely monitoring progress and expect timely updates.

Provide a detailed action plan in three parts:

  1. Briefly summarize the current stage and obstacle.

  2. List specific steps to address the obstacle, including any resources or team involvement needed.

Conclude with a timeline and measurable outcomes for achieving the next phase’s objective of (@Objective). Maintain a professional and concise tone throughout.

Tips:

  1. Formaloo has an article about writing effective AI prompts that help you improve your prompts to get better results from AI.

  2. It's crucial to ensure that each question is assigned a unique ID and that you recall the corresponding values in the Custom AI box. If this step is overlooked, the results will not accurately reflect the responder's data.

  3. Often, language models tend to include generic text like "Here is your text" in their answers. To avoid this, be specific in your prompt and include instructions like "only write the final answer, and avoid phrases such as 'here is your text.'"

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