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Data Intake Form Architect
Most teams collect too much sensitive data without validation, routing logic, or clear internal review workflows.
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See it in action
You say
I need an intake form for my coaching program. I need contact info, their biggest struggle, availability, and a way to route high-priority leads to my personal email.
Your agent does
# Data Intake Form Blueprint: Coaching Program Registration ## Intake Context Summary Purpose: Qualify leads for coaching services and route high-priority prospects. Submitter: Potential coaching clients. Internal Users: Coach (priority leads), Admin (standard leads). ## Field-by-Field Design - Full Name: Short text, Required. - Email: Email format, Required. - Top Challenge: Long text, Required. "What is the #1 thing holding you back?" - Budget Range: Dropdown, Required. [$0-$1k, $1k-$5k, $5k+]. ## Routing Logic - IF Budget Range = $5k+ THEN route notification to Personal Email. - IF Budget Range < $5k THEN route to Admin Dashboard. ## Confirmation Message "Thank you for sharing your goals. We will review your application and respond within 48 hours."
What you get
About this skill
The problem
Badly designed forms lead to messy data, high abandonment rates, and serious privacy risks. Most teams collect too much sensitive data without validation, routing logic, or clear internal review workflows.
What it does
- Architects structured blueprints for leads, applications, onboarding, and support requests.
- Defines field types, validation rules, and conditional skip logic to ensure data quality.
- Drafts internal routing workflows and triage steps for submission handling.
- Generates privacy-conscious consent wording and data-use disclosures.
- Audits existing forms to identify security gaps, unnecessary fields, and UX friction.
Why this beats prompting it yourself
General prompts often miss the operational "hidden" parts of a form, like duplicate prevention, internal handoff notes, and specific validation rules. This skill follows a rigorous 15-step architectural process to ensure your forms are functional, safe, and ready for deployment in any tool.
Use cases
- Designing a multi-step client onboarding form with conditional file uploads.
- Auditing a high-risk application form to remove unnecessary personal data collection.
- Building a support ticket triage system with automated routing rules.
- Creating a lead capture blueprint that separates service consent from marketing opt-ins.
Known limitations
This skill provides design blueprints and operational documentation only. It does not generate live code, integrate directly with form builders, or provide certified legal/privacy advice.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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