Free form templates that ship as live apps — not static surveys. Every form is published on your own domain with single sign-on, an AI agent triaging submissions in real time, and automations routing every response to Slack, Stripe, Salesforce, GitHub, or any of 100+ services. Clone a template, customize a few fields, hit publish.
What Are Form Templates?
Form templates are pre-built workspaces for capturing structured input from customers, employees, applicants, patients, or partners. Each template includes:
- Form intake with field validation, conditional logic, and file uploads
- AI agent that triages submissions, drafts replies, and flags urgent ones
- Automation triggers that route data to integrations on submit
- Submission database in Table view for cohort analysis
- Branded portal — published on a custom domain with optional SSO
Why Use Taskade Form Templates?
Workspace DNA in this template. Your projects hold the memory — every form submission becomes structured data the workspace can query, search, and surface across the org. Your AI agent reads that memory and turns it into intelligence — categorizing submissions, scoring urgency, drafting personalized replies, surfacing patterns across responses. Your automations execute on that intelligence — opening a Stripe checkout when an order form submits, posting to Slack when a customer flags an issue, creating a Salesforce lead when an inquiry comes in, alerting on-call when a feedback form scores below threshold. The result writes back into the workspace, sharper the next time. Memory feeds Intelligence. Intelligence triggers Execution. Execution creates Memory. That's the loop, and this template is wired for it the moment you clone.
- AI-Powered: Custom agents triage submissions, draft replies, flag urgency, and synthesize trends across responses
- Live Apps, Not Static Surveys: Each form ships as a published app with branding, custom domain, and optional single sign-on
- Connected: Submission triggers route to Slack, Gmail, Stripe, Salesforce, GitHub, Calendly, and 100+ services
- 7 Views: View submissions as a List, Board, Calendar, Table, Mind Map, Gantt, or Org Chart
- Team-Ready: 7-tier role-based permissions so submitters, triagers, owners, and viewers each see the right surface
- Customizable: Adjust fields, conditional logic, agent prompts, and automations without code
How To Use Form Templates?
- Browse templates below and click "Use Template" to clone the form workspace
- Customize fields, conditional logic, and required uploads for your use case
- Connect integrations so submissions route automatically
- Train the AI triage agent on your urgency rubric and response tone
- Publish to your own domain or share the public form URL — set up automation triggers for routing and alerts
Browse more form examples in the Community Gallery. Or generate a custom form from a single prompt with Taskade Genesis.
