Formstack Documents is offering a new way to simplify the template creation process. AI Template Creation is a new pathway for creating a document template. This feature allows you to enter prompts (i.e a description of what you would like included in your document template) to then generate a template using AI.
This means that you will not have to go through the process of manually entering text, merge fields and formatting your template when choosing the create from scratch or upload options, but can still make adjustments as needed after the template has been created. If you prefer to watch a video on how this feature works, check out the video below, otherwise, continue reading to get started with our written instructions.
Please note: This feature can be enabled by an Org Admin from the Account Settings tab on our admin site. For more information, check out this article.
To get started, you will select New Document as you normally would and then name your document. After this step, you'll see a new option on the document type selection screen and can choose Use AI Assist as shown below.
After you've entered your prompt and clicked Done, the AI Assist will try it's best to create a Template based on the information provided and will take you to the Document Builder screen to review. (Please allow some time while the builder puts together a template based on your request). We've included an example below of what this could potentially look like based on your Prompt:
Prompt Example:
Template Example:
It's important to note that the AI Template Creator helps to effortlessly create an initial draft for your document template and lets you customize and make tweaks without the heavy lifting. If you're looking to learn more on how to make adjustments to that document or setup delivery methods, we'd recommend checking out this article for making adjustments to your template and this section if you'd like to see what kind of delivery methods we support. Alternatively, you can continue reading our FAQ section for common questions.
Video Walkthrough
AI-Powered Document Template Creation
FAQ
What is AI?
Artificial intelligence (AI) makes it possible for machines to learn from experience, adjust to new inputs and perform human-like tasks. AI's effectiveness depends heavily on the quality of its algorithms and machine learning techniques. While AI can excel at specific tasks, it requires extensive data and repetition to do so. By analyzing large datasets, recognizing patterns, and making data-driven predictions or decisions, AI continuously enhances its performance over time.
What kind of AI is Formstack using?
We are using Anthropic's Claude LLM in our AWS Bedrock environment.
Can the AI generate in advanced HTML?
The AI cannot generate in advanced HTML at this time.
Can you pull images or logos into the template using AI?
Not at this time, but you can prompt styling aspects such as hex color, bold, underline and italics.
Can you give the AI a form URL and have it generate a template from the URL?
Not at this time.
Can I ask AI to set up a delivery?
Not at this time.