AI-Agents for Approvals working with Cognito Forms
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSee possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
24 toolsYour mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
41 toolsYour signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsGet a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsGet three social media caption options by email for your planned photo or short video, with a recommended hook that fits your message.
27 toolsGet the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
37 toolsYour store owner gets a clear access request, while employees get focused questions when their form leaves out key details.
37 toolsYour employees get a clear list of missing leave answers and a link to submit again. Your intake team can keep incomplete requests out of manager review.
42 toolsGet requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsYour approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.
23 toolsYour payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
18 tools
