Form Data Prompt

Introduction

The Form Data element allows your AI agent to read data from a specific record in a form, convert it into a readable format (Markdown or JSON), and then use that data to generate intelligent responses. This is useful when you want the AI to reference or analyze submitted form information.

You can configure the AI to process the form data and, for example, generate summaries, action items, replies, or validations based on the content.

Get started

How to use it

To use the Form Data Element, add the Form Data prompt:

1. Locate the Form Data element under the Prompts section of the palette.
2. Drag and drop the element into the Drop a prompt to here area.
   

Configure Form Properties

To properly configure the Form Data, set the following field:

• Form: Name of the form containing the file upload field.
• Record ID: The specific record ID from the form that contains the data you want the AI to use.
• Explanation: A clear explanation of what the AI agent should do with the form data.
• Format: Choose how the form data should be structured before being passed to the AI:
• Markdown: Presents the form data in a clean, readable format for humans. Good for display purposes or natural language-style responses.
• JSON: Presents the data in structured, machine-readable key-value pairs. Better for logical parsing, structured analysis, or conditional processing.