Examples

These examples show how to ask your AI assistant to accomplish common tasks in Flow Forms. The prompts are written in natural language - your AI handles the tool calls behind the scenes.

Building a Complete Form

Create a contact form from scratch:

1. Create the form:

   "Create a new anonymous form called 'Contact Us'"

2. Add fields:

   "Add these fields to the Contact Us form: a required text field for Name, a required email field for Email Address, a select dropdown for Department with options Sales, Support, and Billing, and a required textarea for Message"

3. Set access:

   "Make the Contact Us form accessible to the All Users group"

The AI will use create-form, then batch-create-form-elements to add all fields at once, then set-form-access to set group permissions.

Creating Forms with Repeatable Groups

Repeatable groups let users add multiple rows of related data. For example, a form to collect household member information:

"Create a form called 'Household Survey'. Add a required text field for 'Head of Household'. Then add a repeatable group called 'Household Members' with fields for Name, Age, and Relationship inside it."

The AI will create a group element and add the child fields using element_group_id. When users fill out the form, they can add as many household members as needed.

Reviewing Pending Submissions

Check what's waiting for your approval:

1. See what's pending on you:

   "Show me all submissions pending on me"

2. Look at a specific form:

   "Find all pending submissions for the Expense Report form"

3. Get full details:

   "Show me the details of submission XYZ789 including notes and approval history"

Approving and Denying Submissions

Once you've reviewed a submission:

• Approve:

  "Approve submission XYZ789"

• Deny with a reason:

  "Deny submission XYZ789 because the total exceeds the approved budget"

• Add a note first:

  "Add a note to submission XYZ789 saying 'Verified with accounting department' and then approve it"

The denial reason is automatically saved as a note on the submission.

Searching Submissions

Find submissions using different filters:

• Full-text search:

  "Search all submissions for 'Johnson'"

• By date range:

  "Show me all submissions from March 2026"

• By status:

  "Find all denied submissions for the PTO Request form"

• By field values:

  "Find submissions to the Expense Report form where Department is Engineering"

• Combined filters:

  "Show me pending submissions for the Travel Request form from last month where the destination is New York"

Managing Form Access

Control which groups can see and fill out a form:

1. Check available groups:

   "What groups are in this account?"

2. Set access:

   "Give the Engineering and Design groups access to the Sprint Retrospective form"

This replaces all existing access. If a form was previously accessible to Sales and you set it to Engineering and Design, Sales will no longer have access.

Working with Graduated Forms

Graduated forms are multi-step workflows where an approver must fill out an additional form before completing their approval. This is an advanced feature used for things like adding review data during an approval process.

1. Check if a submission needs a graduated form:

   "Show me submission XYZ789 with its workflow context"

   The response will indicate if the current step requires a graduated form to be completed.

2. Fill out the graduated form:

   "Get the graduated form definition for this step, then create a child submission for submission XYZ789 with the required data"

3. Complete the approval:

   "Now approve submission XYZ789"

The AI will use get-submission with include_workflow to discover the graduated form requirement, create-submission with parent_submission_id to create the child submission, and then approve-submission to complete the step.