AI Actions
Automatically generate intelligent documents from form submissions using AI.
Transform your form data into professional PDFs with custom AI prompts powered by OpenAI GPT-4o-mini.
What are AI Actions?
AI Actions is a powerful feature that automatically processes form submissions and generates professional documents based on your custom instructions. When someone submits your form, AI Actions can create tailored documents like proposals, quotes, summaries, or reports - all delivered as clean, professional PDFs.
Key Benefits:
- • Save hours on manual document creation
- • Ensure consistent, professional output
- • Provide immediate value to form submitters
- • Scale your document workflows automatically
Perfect For:
- • Project proposal forms
- • Service request forms
- • Job application processing
- • Client onboarding forms
How It Works
Form Submission
User fills out and submits your form
AI Processing
AI analyzes form data with your custom prompt
PDF Generation
Professional PDF document is created
Auto Download
Document automatically downloads to user
Setting Up AI Actions
📋 Prerequisites
- • Your app must be in the Form category
- • You need a Submit Button field in your form
- • Sufficient mini balance for AI processing (cost displayed in real-time)
Step-by-Step Configuration
- Access Submit Button Properties
In your form builder, click on your Submit Button field to open the properties panel on the right.
- Navigate to AI Actions
Look for the "AI Actions" section in the submit button properties. You'll see it in the Settings tab.
- Enable AI Actions
Toggle the "Enable AI Actions" switch to turn on automatic document generation.
- Write Your AI Prompt
In the prompt textarea, describe what kind of document you want the AI to create. Be specific about the format, content, and purpose.
- Review Cost Estimate
The system will show you an estimated mini cost based on your prompt length and form complexity.
- Save and Test
Save your form and test the AI Actions feature using the preview mode to ensure it works as expected.
Writing Effective AI Prompts
✅ Best Practices
- • Be specific about the document type (proposal, quote, summary, etc.)
- • Include context about the document's purpose and intended audience
- • Specify structure - mention sections, headings, or format requirements
- • Use clear language - avoid jargon and be direct in your instructions
- • Mention analysis - ask for recommendations, next steps, or insights
Example Prompts
Project Proposal Form
"Create a comprehensive project proposal document that includes an executive summary, detailed requirements analysis, recommended timeline with milestones, estimated budget breakdown, next steps, and professional formatting suitable for client presentation."
Job Application Form
"Generate a professional job application summary that analyzes the candidate's qualifications, experience, and fit for the position. Include key strengths, areas of concern, and recommendations for next steps in the hiring process."
Service Request Form
"Create a detailed service quotation based on the submitted requirements. Include scope of work, timeline estimates, deliverables, terms and conditions, and professional recommendations to address the client's specific needs."
Contact/Inquiry Form
"Generate a professional response summary that acknowledges the inquiry, summarizes the key points raised, provides relevant information or initial guidance, and outlines clear next steps for follow-up communication."
Cost and Billing
💰 Mini Token System
How Pricing Works:
- • 1000 tokens = 1 mini (same as other AI features)
- • Cost calculated based on actual OpenAI usage
- • Real-time cost estimation before processing
- • Typical form costs range from 1-5 minis
- • No additional charges for PDF regeneration
Cost Factors:
- • Length and complexity of your AI prompt
- • Amount of form data submitted
- • Number of form fields
- • Length of field values
- • Complexity of requested document type
💡 Tip: The cost estimator shows you the approximate mini usage before enabling AI Actions, so you can adjust your prompt if needed to optimize costs.
Generated Documents
Document Features
Professional Formatting
- Clean, professional PDF layout
- Proper headers with app name and generation date
- Page numbers and footer information
- Structured headings and sections
- No markdown artifacts or formatting errors
Content Quality
- Context-aware analysis of form data
- Intelligent document structure
- Professional language and tone
- Relevant recommendations and insights
- Field labels properly formatted
Document Storage & Access
Automatic Storage:
- • AI-generated content stored in submission metadata
- • Original prompt and generation details preserved
- • Token usage and mini costs tracked
- • Generation timestamp recorded
Analytics Access:
- • View generated content in analytics dashboard
- • Regenerate PDFs from stored content anytime
- • No additional mini charges for regeneration
- • Full generation history and metadata
User Experience
What Users See
- Form Submission: User fills out and submits your form normally
- Processing State: Submit button shows "Processing..." during form handling
- AI Generation: Button shows "Generating..." with document icon during AI processing
- Automatic Download: Professional PDF automatically downloads to their device
- Success Message: Your configured success message displays after completion
Benefits for Users:
- • Immediate value from form submission
- • Professional document they can use right away
- • No waiting for manual processing
- • Clear visual feedback during processing
Benefits for You:
- • Automated document generation workflow
- • Consistent, professional output quality
- • Reduced manual processing time
- • Enhanced service offering value
Troubleshooting
Common Issues
"Insufficient minis" Error
Solution: Check your mini balance and purchase more minis if needed. The cost estimator shows you exactly how many minis are required.
AI Actions Option Not Visible
Solution: Ensure your app is in the Form category and you have a Submit Button field selected. AI Actions only appear for Form apps.
Document Not Downloading
Solution: Check your browser's download settings and popup blocker. The PDF download happens automatically after AI processing completes.
Poor Document Quality
Solution: Improve your AI prompt by being more specific about the desired output format, content structure, and document purpose.
Future Enhancements
🚀 Coming Soon
Email Delivery:
- • Send generated documents via email
- • Custom email templates and messaging
- • Recipient configuration options
Advanced Features:
- • Template library for common document types
- • Custom PDF styling and branding
- • Batch document generation
Get Started
Ready to automate your document generation?
Start creating professional documents automatically from your form submissions. Follow the setup guide above and begin transforming your forms into powerful document generation tools.