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Data Collection

Build a Requirements Questionnaire

Collect technical requirements, integration needs, and user count estimates with dropdowns and multi-select.
AI Agent Prompt
Copy

Add a collaborative form block titled "Requirements Questionnaire" to the current page. Add these questions: 1. "Which CRM do you use?" — single select: Salesforce, HubSpot, Pipedrive, Other — required 2. "Which SSO provider?" — single select: Okta, Azure AD, Google Workspace, None, Other — required 3. "Expected number of users" — short text, required 4. "Key integrations needed" — multi select: CRM, Email, Slack, Calendar, Billing, Analytics — required 5. "Describe your current workflow" — long text, required 6. "Please upload any existing documentation" — file upload

What the AI creates

The AI adds a requirements form with dropdowns, multi-select checkboxes, text fields, and a file upload. All data stays in the space.

Pro Tip
Just paste your current requirements checklist. Copy from your Excel, your Notion doc, your email template — the AI will structure it as a form with the right field types and options.

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