AI-Agents for Request Intake in Government working with Formstack

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Flag Possible Purchase Duplicates

Flag possible repeat purchase requests across agency teams.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools
Check Purchase Reasons

Ask for a clear need before large agency purchases reach approval.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Email Leave Corrections

Email agency employees the leave details they need to resubmit.

Your 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.

Works with42 tools
Flag Quote Mismatches

Flag supplier quote discrepancies for public purchase approvals.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools
Export Form Entries

Export public program applications with missing answers flagged.

Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.

Works with28 tools
Transcribe Review Pages

Put text from submitted page photos on the matching agency case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Create Purchase Approval Tasks

Turn agency purchase forms and quotes into approval tasks.

Your budget owners get the purchase details and quote link together in an assigned task, ready to review.

Works with20 tools
Published by Before We Buy
Create Help Desk Tickets

Categorize agency staff IT requests in help desk tickets.

Your team gets support requests sorted by your rules, and employees get ticket numbers they can use to follow up.

Works with18 tools
Attach Repeat Quotes

Keep resubmitted vendor quotes with the original purchase request.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools
Attach Vendor Packets

Place vendor paperwork on purchase requests before approval.

Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.

Works with8 tools
Flag Purchase Total Mismatches

Catch total discrepancies before public purchases are approved.

See the calculated amount and any difference on your purchase form before you review the request.

Works with7 tools
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