smart intake form routing architect

    by nowrich

    1

    Architects high-conversion intake forms with complex conditional logic, deterministic routing, and data-quality rules.

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    Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLI+17 more

    See it in action

    You say

    I need a demo request form for a B2B SaaS tool. It needs to handle leads differently based on company size and route support requests to a separate team. Provide the field logic and routing.

    Your agent does

    The architect provides a 4-section form including contact info, company details, and need selection. It includes routing logic: leads with >200 employees go to Enterprise Sales; support requests route to the L1 Support queue; others go to the SDR queue. Includes PII validation and consent text.

    What you get

    Automate lead qualification and routing to specific sales tiers based on company size.Standardize internal support requests with urgency scoring and auto-assignment.Ensure legal compliance with granular consent wording and data-retention notes.Reduce manual triage by building deterministic routing tables for complex applications.

    About this skill

    The problem

    Vague intake forms lead to poor data quality, manual sorting bottlenecks, and friction for the end user. Most developers build fields first and think about routing, validation, and internal handoffs far too late.

    What it does

    • Architects multi-step form structures from first principles to balance user experience with data requirements.
    • Generates detailed field specifications including machine keys, validation regex, and conditional logic rules.
    • Designs deterministic routing tables that map submissions to specific teams, queues, or priorities based on input data.
    • Drafts compliant consent wording, automated confirmation messages, and internal handoff templates for downstream teams.

    Frameworks & tools

    Agnostic. Output can be formatted as Markdown, JSON Schema, or XLSX for use with Typeform, Jotform, Salesforce, HubSpot, or custom React/Vue applications.

    Why this beats prompting it yourself

    DIY prompts usually result in a simple list of fields. This skill applies a systematic design workflow that includes edge-case handling, data-quality scoring, and internal audit trails that raw LLM outputs miss.

    Use cases

    • Design lead generation forms that automatically route high-value prospects to Enterprise Sales.
    • Create complex supplier onboarding workflows with conditional file upload requirements.
    • Build internal IT support forms that calculate urgency scores and page on-call staff.

    Known limitations

    Requires the user to provide the context of the data destination and compliance constraints for accurate results.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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