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.

Send Client Contracts

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools
Qualify Inquiry Contacts

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools
Populate Outreach Campaign

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools
Assign Missing I-9 Tasks

Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.

Works with17 tools
File Kitchen Order Tickets

Your kitchen gets a readable order ticket, and your customer gets a recap that confirms receipt without accepting the requested time.

Works with20 tools
Create Purchase 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

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

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

Works with10 tools
Attach Vendor Packets

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

Works with8 tools
Create Tracking Links

Get a tracking link by email with your UTM rules applied, or a clear note about what you need to fix in the form.

Works with4 tools
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