3 min read

Feature

At monday.com, we understand that efficiency and accuracy are crucial in your workflow. That's why we are harnessing the power of AI to make building WorkForms faster, smarter, and more intuitive than ever before!

Whether you're collecting client feedback, managing internal requests, or streamlining workflows, AI-powered WorkForms help you create polished, purpose-driven forms in just a few easy clicks 🖱️

Add a WorkForm with AI

From within your Workspace, click on the "+" icon in the left-hand pane, and select "Form", and then "New Form" from the menu that appears. 

A text box will appear with the option to use AI to begin building your WorkForm. Click inside the text box, and various prompt options will appear. 

Create an AI prompt

When creating a prompt to generate a WorkForm, you have two options: You can either use the suggested prompt blocks or provide detailed information about your WorkForm.  

• Prompt blocks 

At the bottom of the text box, you will see prompt blocks, suggesting various types of forms that you can create. A description of the form's purpose will be generated inside the text box by clicking on one of the prompt blocks. 

Tip: You can also edit or add to the text produced by the prompt block to customize the prompt even further to suit your needs. 

If you are satisfied with the form's description, click the "Generate preview" button in the bottom right-hand corner. A preview of your WorkForm will be generated for you to review. 

• Describe your form 

Within the AI text box, you can also create a prompt by describing what type of form you would like to create and the overall purpose of that form. You can add as many points to the description as you'd like to ensure all the information you need to gather from the form is present. Once you are satisfied with your description, click on the "Generate preview" button in the bottom right-hand corner. 

Note: Conditional questions cannot be generated using AI. To add conditional questions to your form, go to the form editor after you have created the form. 

Create the WorkForm

Once you are satisfied with the preview of your WorkForm, click on the "Confirm" button in the top right-hand corner of the preview box. Your WorkForm will then be created for you with all the pre-determined questions from the preview. 

Note: Whether you have used prompt blocks or used your own description of the form, you can easily change the prompt if you are not satisfied with the preview. To change the prompt, click on the "Change prompt" button in the top right-hand corner of the preview box. 

Edit your WorkForm

Once the WorkForm has been generated by AI, you can easily edit the form to further suit your needs. Click on the "Edit form" button in the top right-hand corner. From here, you can make necessary changes to your WorkForm, such as adding and editing questions, customizing the layout, choosing design elements, and other form settings. 

Note: Design customization, question settings, and form settings cannot be created using an AI prompt. Use the WorkForm editor to add these elements to your form.