Form

The form feature allows you to create custom forms to collect and input data into specified databases. You can quickly generate a form by specifying a view of the database, and then share it to various social groups. The submitted data will automatically update to the corresponding database, making it easy to manage and analyze. The form feature supports various field types such as text, attachments, checkboxes, etc., to meet different data collection needs.

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Recommend Templates

These are the related templates that includes the feature. You can install it to get it started.

AI Sales Report

Automatically generate a sales report for store managers based on the past 7 days of sales data.

Install

Lead Management Automation

Lead Management Automation includes a Lead Pool, Lead Submission Form，Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.

Install

Information Query (Student Grades)

This template is used for querying information data and providing feedback on query results via email. It ensures information isolation while allowing external users to easily retrieve the required information. In addition to exam result queries, it can also be used for use case such as competition registration results and bid results, ensuring efficient responses and accurate retrieval of necessary information.

Install

Stakeholder Analysis

Team interaction is the key to propelling projects forward, the bond that maintains alignment among project teams, and the link that facilitates strategic planning. Even seasoned project managers find the complexity of project management increasing as the number of team members and key stakeholders expands.

Install

Onboard & Engage: New User Welcome Automation

Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails. 🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails with the share link to the "Unsubscribe Form" you’ve created.

Install

Agile Workflow

Streamlines project management for teams, enhancing collaboration and visibility in Agile practices

Install

HR Team Project Tracker

Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.

Install

Business Contract Management

The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

Install

Contractor / Freelancer Management

The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.

Install

AI VAT Invoice Information Recognition (China)

This template uses the financial recognition OCR of Baidu AI Cloud to automatically extract the key information from the invoice and support invoice verification. It helps enterprises or individuals reduce manual input, improve the efficiency of financial data management. Optimize the work process, reduce human errors, and improve data accuracy.

Install

• Automating Stock Trend News Roundup: Bika.ai vs ChatGPT, Zapier, Make, and Airtable
• Beyond Basic Tracking: How Habit Trackers and Program Communications Plan Can Revolutionize Your Routine
• Automating Investor Deal Flow: Unveiling the Best Email Client for Mac
• Overwhelmed with Scheduling and CRM? How AI Calendar and A Simple & Powerful CRM Template Can Help
• Beyond Basic Tracking: How Habit Trackers and Program Communications Plan Can Revolutionize Your Routine