Forms

Forms are how you collect structured information from clients, intake questionnaires, brief gathering, asset requests, follow-up surveys, anything that's "fill this in for me."

When to use a form vs. a doc vs. a chat

• Form: when you need specific fields filled (name, budget, timeline, file uploads). The data comes back structured.
• Doc: when you want a client to read prose and maybe comment.
• Chat: when the conversation is open-ended and ongoing.

Forms shine when you want to enforce "I need exactly these answers."

Building a form

From the left sidebar, click Forms and create a new form. Add fields one at a time. Available field types are:

• Title card: a section heading or instructional block (no answer collected)
• Short answer: a single line of text
• Long answer: paragraphs of text
• Single select: pick one from a list
• Multi select: pick any from a list
• Date: a calendar picker
• Email: text with email validation
• Phone: phone number input
• File upload: one or more files

Drag to reorder. Mark fields as required where it matters.

Each form gets a public URL once you publish it. You can share that URL with anyone, even people who aren't clients yet, and submissions come into your workspace.

Sending a form to a client

Two patterns:

• Assign to a portal client. From inside the form, click Assign and pick a client. The form appears in their portal under Forms with a notification, and they fill it out signed in.
• Send the public URL. Paste the form URL into an email or chat. Anyone with the link can fill it out, no account needed. Useful for prospects, intake from your website, or one-off requests to non-portal contacts.

What clients see

A client filling out a form in their portal sees a clean, branded form (with your logo and colors). Submitted forms show in their Forms tab as completed; in-progress forms can be saved and returned to.

A non-client filling out the public URL sees the same thing without the portal chrome, just the form, your branding, and a confirmation page after submission.

Reading and exporting submissions

Each form has a Responses tab where you see every submission in a table. Click into a row to see the full response, including any uploaded files. You can export the table to CSV when you need responses outside Almox.

Triggering automations from forms

A submitted form is one of the events you can react to with Automations. Common patterns: when a form comes in, create a board for the new project, send the client a welcome message, assign a contract for them to sign. See Recommended workflows for examples.