Work records and documents

Create a work-form draft with AI

Describe your work and quickly prepare a draft with suggested fields.

4 min read

If you are unsure which fields to include, describe your work in everyday language. AI uses that description to prepare a draft form name and suggested fields.

  1. 01

    Choose Create with AI in Work forms

    Go to More > Work forms, add a form, and choose the AI option.

  2. 02

    Describe the work clearly

    For example: “For on-site air-conditioner inspections, I need customer details, equipment condition, inspection results, and cost.”

  3. 03

    Review the generated draft

    Check whether its name, standard details, custom fields, and required settings fit the way you actually work.

  4. 04

    Edit and save it yourself

    Remove anything unnecessary, add anything missing, arrange the fields, and then save.

How to get a more useful draft

  • Describe not only the type of work, but when and for whom the form is used.
  • Separate information that must be checked from optional details.
  • Mention whether you need a checklist, amount, photos, or a timer.
  • Ask for separate forms by purpose instead of combining too many different jobs into one.

Generation limits

  • Free: 10 generations for the lifetime of the account
  • Plus and Team: 10 generations each month, resetting on the first day of the month

Still need help?

If you couldn’t find the answer, contact us or get help with your account.