AI-Agents for Request Intake working with Cognito Forms

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

Acknowledge Portal Requests

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
Shortlist Extended Stay Suites

Get a short list of extended stay suites for a family visit, with full stay prices and booking links in your coordinator's chat.

Works with24 tools
Write Image Prompts

Get an image prompt you can use in your chosen workspace, with details from your brief and any assumptions called out in chat.

Works with22 tools
Add Private Channel Members

Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.

Works with19 tools
Flag Quote Mismatches

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
Request Direct Deposit Form

Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.

Works with18 tools
Log Video Transcripts

Find the spoken words beside creator video links in your research log, or see why a transcript could not be added.

Works with18 tools
Request Missing Authority Forms

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
Attach Scope Files

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools
Write Image Prompts

Get a detailed image generator prompt and a shorter option for your scene idea. Your chosen creator finds both on an assigned task.

Works with26 tools
Transcribe Review Pages

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

Works with12 tools
Add Leads to Campaigns

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools