smart intake form builder

    1

    Architects structured, validated, and compliant intake forms with dynamic routing and data sensitivity flagging.

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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    smart intake form builder

    Example session with this skill installed

    I need a form for internal employees to request new AWS resources. It needs to capture the project code, estimated monthly spend, and resource type. High spend needs manager approval.

    • Read your context and instructions
    • Compiled the smart intake form
    • Generated the UI component

    I have analyzed the AWS resource request workflow. This form is designed for internal employees with technical context, routing high-spend requests ($500+) to a management approval queue while auto-provisioning or alerting DevOps for smaller requests.

    AWS Resource Request Form Specification

    SectionField LabelField IDTypeValidationLogic / Notes
    IdentityEmployee IDemp_idShort Textrequired, regex:^[0-9]{6}$Internal sensitivity.
    ProjectProject Codeproject_codeDropdownrequiredDynamic list from Project DB.
    ResourcesResource Typeresource_typeMulti-selectmin: 1EC2, S3, RDS, Lambda.
    ResourcesJustificationjustificationLong Textrequired, max: 500Shown for all requests.
    BudgetMonthly Spend ($)est_spendCurrencyrequired, min: 0Threshold for routing.
    ApprovalManager Emailmgr_emailEmailrequired if est_spend > 500Visible only if spend > $500.

    Post-Submission Workflow

    Confirmation: "Your request for {{resource_type}} has been submitted. Status: {{#if est_spend > 500}}Pending Approval{{else}}Processing{{/if}}."

    • Routing Rule 1: If est_spend > 500, trigger approval_workflow API and notify mgr_email.
    • Routing Rule 2: If est_spend <= 500, create ticket in Jira Project 'CLOUD' with 'Low-Priority' label.
    • Data Storage: Log all requests to infra_provisioning_logs table.

    Next steps

    1. Review the budget threshold of $500 for manager intervention.
    2. Confirm the regex pattern for your internal Employee ID format.
    3. Map the project_code dropdown to your project management API.

    smart-intake-form-builder.tsx

    TSX · React component

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Create multi-step onboarding forms with complex conditional logic.Map intake fields to downstream database schemas and API endpoints.Enforce data privacy standards by flagging PII and PHI during design.Define automated routing rules based on form submission values.

    About this skill

    The problem

    Vague intake forms lead to incomplete data, manual follow-ups, and broken downstream workflows. Developers often inherit "kitchen sink" requirements that ignore data privacy and validation needs.

    What it does

    • Analyzes intake goals to map fields directly to specific business decisions and downstream users.
    • Architects structured form specifications including machine-readable field IDs, data types, and regex validation.
    • Designs conditional logic paths to show or hide sections based on user input.
    • Flags data sensitivity levels (PII, PHI, Regulated) to ensure compliance with GDPR or HIPAA.
    • Defines post-submission routing rules and API handoff requirements for CRM or ticketing integration.

    Why this beats prompting it yourself

    Generic prompts often miss the technical nuances of form architecture, such as data normalization and sensitivity flagging. This skill enforces a rigorous multi-phase design process that ensures every field serves a purpose and every submission is actionable by your backend systems.

    Use cases

    • Designing enterprise software request forms with complex approval routing.
    • Building patient onboarding flows that require HIPAA-compliant data handling.
    • Architecting customer support intake that dynamically routes to specialized teams.
    • Creating vendor assessment forms with strict file upload and validation rules.

    Known limitations

    Does not generate raw HTML/CSS code or platform-specific configurations like Typeform JSON or Salesforce Meta XML. It provides the logical specification required to build those assets.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

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    Security scanned

    Verified clean 17 days ago

    • Passed all security checks, Safe to install

    Listed17 days ago

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