Forms
The memory of the system. Forms collect structured answers in chat or by link; the rest of the loop reads and acts. No scattered spreadsheets, no lost context.
Capture once, use everywhere
Every form submission becomes structured data that Intelligence can summarize and Automations can trigger on. The loop gets a durable memory.
- Forms with custom questions, links, and chat embedding
- Response limits, expiration, and approval flows
- Triggers and actions on new or updated responses
- Intelligence summaries and signals from form data
Overview
The memory of the system. Forms collect structured answers in chat or by link; the rest of the loop reads and acts. No scattered spreadsheets, no lost context.
Data lives in spreadsheets nobody sees. Form responses go nowhere the rest of the system can use.
Without a shared memory, visibility is ephemeral. Check-in answers disappear into a report. Someone fills a form and the data sits in a sheet that no automation or summary can read. The loop has nothing durable to read from or write to.
Forms are that memory: structured data that the rest of Dailybot can summarize, trigger on, and act on. One place where capture becomes durable.
Why forms matter
Structured data that the rest of the platform can read, summarize, and act on.
- Collect in chat or by link — Define questions, share a link or embed in chat. Responses flow in without chasing.
- Responses stay organized — Every submission is recorded. Filter, sort, and export when you need a snapshot.
- Feeds the loop — Intelligence summarizes form data. Automations trigger on new or updated responses.
- No scattered spreadsheets — Memory lives where the loop runs. One place for incidents, approvals, and requests.
Capture once, use everywhere
Every form submission becomes structured data that Intelligence can summarize and Automations can trigger on. The loop gets a durable memory.
Features
- Forms with custom questions, links, and chat embedding
- Response limits, expiration, and approval flows
- Triggers and actions on new or updated responses
- Intelligence summaries and signals from form data
Use cases
- Incident reports and escalation workflows
- Onboarding checklists and feedback collection
- Approvals and request tracking
- Feedback collection and request tracking
Learn more
What forms are
Forms are Dailybot’s way of capturing and storing structured data inside the platform. You define questions (text, choice, date, number, and more), share a link or embed in chat, and collect responses. Every submission is recorded so Intelligence can summarize it, Automations can trigger on it, and check-ins can reference it. Forms sit in the Capture step of the loop, alongside check-ins.
Why forms matter
Without a shared memory, visibility is ephemeral. Check-in answers disappear into a report; someone fills a Google Form and the data lives in a sheet nobody else sees; automations have nothing to read or write except chat. Forms give the platform a durable layer. Incident reports, onboarding checklists, and approval requests — all live in forms the rest of Dailybot can use. When an automation creates a ticket from a check-in, it can also log the outcome in a form. When Intelligence summarizes the week, it can pull from form responses. The loop needs memory; forms are that memory.
What forms feel like to use
For people filling forms, it feels like a short survey — often right in chat or via a link. For leads and ops, it feels like a single place to see what was submitted: open a form, filter, sort, and export. Automations can trigger on new responses or update records.
What makes forms different
Many tools have forms or databases, but they live outside the coordination loop. In Dailybot, forms are first-class building blocks. They feed Intelligence (summaries and signals can be built on form data). They feed Automations (triggers on new or updated responses; actions that create or update records). Check-in responses can flow into forms; automations can create records that trigger other automations. You don’t need a separate wiki or spreadsheet; the loop’s memory lives where the loop runs.
How forms connect to the rest
Forms are the Capture-side memory. Check-ins are the other main capture input; both feed Intelligence and Automations. Intelligence reads form data to produce summaries and signals. Automations read and write form responses — trigger on a new submission, update a record, or create one. Forms can also drive approvals and track incidents. Kudos don’t write to forms (they are recognition, not status); but for everything that needs to be stored, referenced, and acted on, forms are where it lives.
Forms fit your data
Define your own questions and fields. Trigger automations on new responses and let Intelligence summarize. No code required.
Built for your role
From ops to engineering, forms are the loop’s memory.
- Engineering Manager / Tech Lead ⚡ — Incident reports, deployment logs, and approval flows in one place. Automations create tickets or notify owners when responses arrive or change.
- Product Manager / Cross-functional Lead 📋 — Launch checklists, feedback forms, and request tracking. Every submission is data the rest of the platform can read and act on.
- Founder / CTO / Ops Lead 🏗️ — One durable layer for structured data. No scattered spreadsheets — the loop’s memory lives where the loop runs.
- People Ops / HR Manager 🤝 — Onboarding surveys, pulse checks, and approval requests. Responses flow into forms and trigger the right follow-up.
- Individual Contributor 🙋 — Submit once; the form records your answer and the automation runs. No duplicate entry, no lost requests.
Structured data that the loop uses
Teams use forms to give the platform a memory.
“Incident reports go straight into a form and trigger our escalation workflow.”
— Ops Lead, Platform team
“We replaced three spreadsheets with one form that automations and Intelligence read from.”
— Product Manager, Remote team
“Form submissions feed automations automatically. One source of truth for the whole team.”
— Operations Manager, SaaS company
Forms: common questions
How to collect, store, and use structured data.
Can I run a one-time survey?
Yes. Create a form, set an expiration or response limit if you need one, share the link or send it in chat, and close it when you have enough answers.
Can automations trigger on form responses?
Yes. Triggers include new submissions and updated responses. Actions can create records, send messages, or start other workflows — so one form response can kick off your escalation or approval flow.
Does Intelligence use form data?
Yes. Intelligence can summarize form responses and surface signals. Reports and digests can include what’s in your forms, so leads get one view of status and structured data.
Ready to get started?
Related pages
Forms fit your data
Define your own questions and fields. Trigger automations on new responses and let Intelligence summarize. No code required.