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How to use AI

Go to the Workflows page and click + Blank workflow. Choose which form you’d like to apply the workflow to in the dropdown menu. Then, select a trigger followed by an AI action.

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Types of AI actions

Choose between the four types of Actions below:

Summarize text

Get a summary of the form submission or a specific set of answers by clicking Custom and referencing fields. Click the + icon or type @.

Classify text

Automatically select the category that best matches the form response from several options you provide under Classifications.

Generate text

Create a custom text based on provided instructions, such as drafting an email or writing a message.

Extract information

Easily get only the information you prefer to know by referencing a specific Text to extract info from. Click the + icon or type @ to choose a field or question. Input the information you’re looking for in the Outputs field.

Once you’re all set, Test your form, then Publish it.

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Pre-made AI templates

You can choose an AI template in a single click. These are common use cases for Fillout Workflows.

Workflows

Simplify task flows with Fillout’s native multi-step automations, triggered by your forms.

Filter and Branch

Add branches to trigger different actions based on specific conditions in your workflow.