AI-Agents for Retail working with Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Send Mail Merge

Email selected shoppers a personalized campaign and report contacts missed.

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Request Supplier Form Corrections

Ask vendors to correct forms that conflict with merchandise orders.

Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.

Works with32 tools
Send Social Media Captions

Draft captions that fit planned merchandise photos and clips.

Get three social media caption options by email for your planned photo or short video, with a recommended hook that fits your message.

Works with27 tools
Clarify Store Access Requests

Send store owners complete requests for employee storefront access.

Your store owner gets a clear access request, while employees get focused questions when their form leaves out key details.

Works with37 tools
Draft Security Incident Reports

Summarize store security incidents and flag unanswered questions.

Get a clear security incident report from a guard's form, with witness accounts and open questions ready for your review.

Works with36 tools
Email Leave Corrections

Send store employees a correction list for incomplete leave forms.

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
Request Remittance Contacts

Ask merchandise suppliers by email for missing remittance contacts.

Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.

Works with31 tools
Draft Image Editing Prompts

Prepare product photo edit prompts for a reviewer to check.

Get an image editing prompt that spells out the requested change and what stays untouched, ready for your reviewer to check before retouching.

Works with30 tools
Send Job Offer Letters

Send final store job offers with the intended letter attached.

Your final job offer email goes out with the checked PDF, and the recruiter gets a sent copy plus notice of any reported delivery failure.

Works with9 tools
Flag Quote Mismatches

Flag quote mismatches before merchandise purchases are approved.

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

Prompt store employees to add missing deposit forms to payroll changes.

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
Draft Job Offer Letters

Fill offer letter templates for store hires from approved terms.

Get an editable job offer letter draft from your current template, with missing details called out for recruiter review.

Works with15 tools
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