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 CLIMuseMuseDotsDots+21 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

    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.

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

    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.

    Focuses on logical architecture and requirements. Does not output ready-to-paste code for specific platforms like Typeform, Jotform, or React Hook Form.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

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    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Listed2 months ago

    What's inside

    Frequently Asked Questions

    No. It generates a detailed technical specification including field IDs, regex validation, and logic flows that you can then implement in your tool of choice.

    It maps every field to a specific data sensitivity level (PII, PHI, etc.) and includes mandatory consent and data handling rules in the design.

    Yes. The skill architects conditional logic paths that show or hide sections based on user input to keep forms concise and relevant.

    New in Business & Operations