# Intake form description prompt: free ChatGPT template > Describe a new-client intake form so an AI form builder gets it right first time: who fills it in, what to collect, what is required and what to skip. Source: https://learn.ynteractive.com/content/prompts/intake-form-description-prompt · Updated 2026-10-11 · Free from Stepthrough (https://learn.ynteractive.com) [SOPs and operations](https://learn.ynteractive.com/content/prompts#job-sops-and-operations) · [Accounting](https://learn.ynteractive.com/content/prompts#industry-accounting) · Works in ChatGPT, Claude, Gemini and Copilot Updated October 11, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Use this before you click Create in an AI form builder such as Jotform AI. A one-line request like "make a client form" gets you a generic form. A clear description gets you a form with the right fields, the right required answers and nothing you didn't want. The prompt writes that description for you from a few facts about your business, so you can paste the result straight into the box. ## The prompt Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every `[BLANK]` with your own details. It uses the four parts from [Prompt Writing 101](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format): Role, Context, Task and Format. Copy prompt ```text Role: You are an operations assistant who writes clear, short briefs for online form builders. Context: The business is [BUSINESS]. The form is for [WHO FILLS IT IN]. What we need to know before we can start work: [INFORMATION NEEDED]. The services we offer: [SERVICES]. Things we do not want to ask for on a web form: [LEAVE OUT]. Task: Write one description of the form that I can paste into an AI form builder. Say what the form is for, list the fields to collect, mark which are required, include a field for the service wanted with our services as the choices, and say nothing about the sensitive items I listed under things to leave out. Do not invent fields I did not ask for. Format: One paragraph of under 120 words in plain sentences. After it, a short list titled "Check before you share" with three things I should look at in the finished form. ``` ## Fill in the blanks **`[BUSINESS]`** Your business name and what it does, in a few words. **`[WHO FILLS IT IN]`** The person completing the form, such as "a new client who has just agreed to work with us". **`[INFORMATION NEEDED]`** The details you really need: name, email, phone, company, a short description of what they want. **`[SERVICES]`** The choices for the service field, such as bookkeeping, tax preparation and advisory. **`[LEAVE OUT]`** Anything you won't collect on a web form, such as bank details or ID numbers. ## Example, filled in **A made-up example** from the free lesson [Jotform AI: Build a Client Intake Form from One Prompt](https://learn.ynteractive.com/content/jotform-ai-client-intake-form). Brightline Accounting is the made-up small firm in the Jotform AI lesson. It onboards new clients by email and wants one clean intake form instead, with an extra question that only advisory clients should see. Copy example ```text Role: You are an operations assistant who writes clear, short briefs for online form builders. Context: The business is Brightline Accounting, a small accounting firm. The form is for a new client who has just agreed to work with us. What we need to know before we can start work: name, email, phone, company and a short description of what they need. The services we offer: bookkeeping, tax preparation and advisory. Things we do not want to ask for on a web form: bank account numbers and tax ID numbers. Task: Write one description of the form that I can paste into an AI form builder. Say what the form is for, list the fields to collect, mark which are required, include a field for the service wanted with our services as the choices, and say nothing about the sensitive items I listed under things to leave out. Do not invent fields I did not ask for. Format: One paragraph of under 120 words in plain sentences. After it, a short list titled "Check before you share" with three things I should look at in the finished form. ``` ## What a good answer looks like - The description names the six things you asked for and marks name, email, phone, company and service as required. - The service field lists your three real services, not a made-up list. - Nothing in it asks for bank or tax ID numbers. - The check list reminds you that a new Jotform form is public by default. ## How to check it before you use it An AI draft can sound right and still say something you never told it. Use the habit from the [Reply Faster lesson](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails): check every promise, name, date and number against what you gave it before anything goes out. - Open the finished form and read every field and which ones are required. - Fill it in yourself once with made-up details, using each service choice. - Remember anyone with the link can submit a public form, so share it only with the people you mean to. - Check where the answers go and who in your office can see them. ## Practice it in the free lesson **[Jotform AI: Build a Client Intake Form from One Prompt](https://learn.ynteractive.com/content/jotform-ai-client-intake-form)**: Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients. You do every step yourself in a practice copy of Jotform, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/jotform-ai-intake-form) ## Terms used here [AI form builder](https://learn.ynteractive.com/content/glossary/ai-form-builder) · [Intake form](https://learn.ynteractive.com/content/glossary/intake-form) · [Web form](https://learn.ynteractive.com/content/glossary/web-form) ## Related prompts - [Form show/hide rule prompt](https://learn.ynteractive.com/content/prompts/form-conditional-rule-prompt): Turn a form rule into one plain sentence an AI form builder can read: which field should appear, for which answer, and hidden… - [Customer onboarding checklist prompt](https://learn.ynteractive.com/content/prompts/customer-onboarding-checklist-prompt): Build a B2B customer onboarding checklist for a new client: who does what, by which day, what you need from them and how you… - [SOP writer prompt](https://learn.ynteractive.com/content/prompts/sop-writer-prompt): Turn a manager's rough notes into a numbered SOP with real roles, real numbers, safety steps first, a Check line, and CONFIRM… ## More sops and operations prompts - [Internal announcement prompt](https://learn.ynteractive.com/content/prompts/internal-announcement-prompt): Announce a change to your team in under 150 words: what changes, when it starts, what each person does and who to ask, plus the… - [Invoice data extraction prompt](https://learn.ynteractive.com/content/prompts/invoice-data-extraction-prompt): Copy a vendor invoice into tables: number, dates, PO, terms, line items and total, with unreadable fields flagged instead of… - [IT and maintenance request reply prompt](https://learn.ynteractive.com/content/prompts/internal-it-request-reply-prompt): Update a coworker on their IT or maintenance request: where it stands, a workaround, when they'll hear next, and no fix time… [All free prompt templates](https://learn.ynteractive.com/content/prompts) · [AI glossary](https://learn.ynteractive.com/content/glossary)