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Jotform AI Intake Form: 5 Steps to Build and Share One

Step-by-step guide7 slidesJotform

By Robert Breen · Published · From the free lesson Jotform AI: Build a Client Intake Form from One Prompt

A visual guide to building a client intake form with Jotform AI: describe it, read the fields, fix it with Form Copilot, add a rule and share the link.

  1. Jotform AI. A client intake form without dragging a field. Describe it, fix it with Form Copilot, add a rule in plain words. A made-up accounting firm, Brightline. 5 steps.
    Slide 1 of 7
  2. Step 1. Describe the form. In My Forms, click Create Form. In the Describe your form box, say what the form is for and what to collect, then click Create. Jotform AI builds it.
    Slide 2 of 7
  3. Step 2. Read the fields first. Name, email, phone, company and service type come back as required. Whether they should be is your call, not the AI’s.
    Slide 3 of 7
  4. Step 3. Ask Form Copilot for changes. Ask for a better title, then for a short text field for advisory clients. Copilot adds it right after Type of Service Needed.
    Slide 4 of 7
  5. Step 4. Write a rule in plain words. In Settings, then Conditions, describe the rule and click Generate. Check the two rules it wrote: show the field if the service is Advisory, hide it if not.
    Slide 5 of 7
  6. Step 5. Copy the link. Quick Share gives a direct link and a Public Form badge. Anyone with the link can fill the form in, so share it only with the people you mean.
    Slide 6 of 7
  7. Build it free in a practice copy of Jotform. Lesson: Jotform AI, build a client intake form from one prompt, about 6 minutes. Free at learn.ynteractive.com.
    Slide 7 of 7

Swipe or scroll sideways for all 7 slides. The whole guide is written out below.

The guide in text

Describe it, fix it with Form Copilot, add a rule in plain words. A made-up accounting firm, Brightline. 5 steps.

Step by step

  1. Describe the form

    In My Forms, click Create Form. In the Describe your form box, say what the form is for and what to collect, then click Create. Jotform AI builds it.

  2. Read the fields first

    Name, email, phone, company and service type come back as required. Whether they should be is your call, not the AI’s.

  3. Ask Form Copilot for changes

    Ask for a better title, then for a short text field for advisory clients. Copilot adds it right after Type of Service Needed.

  4. Write a rule in plain words

    In Settings, then Conditions, describe the rule and click Generate. Check the two rules it wrote: show the field if the service is Advisory, hide it if not.

  5. Copy the link

    Quick Share gives a direct link and a Public Form badge. Anyone with the link can fill the form in, so share it only with the people you mean.

Businesses and people in the examples are made up (Brightline Accounting is a made-up business). The steps, screens and wording come from the free lesson and the Stepthrough glossary and prompt library.

Do it yourself, free

Jotform AI: Build a Client Intake Form from One Prompt. 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, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.

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Or read the full step-by-step guide

Plain-English definitions, each with an example from a free lesson.

Web formHuman in the loopAI form builderConditional logicIntake form

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