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How to Create a Form in Connecteam With AI
How to Create a Form in Connecteam With AI

Transform PDFs, Excel files, and images into Connecteam forms with AI

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Written by Sara Kampler
Updated yesterday

Creating forms is now easier than ever with Connecteam's AI form creator. This powerful tool lets you transform existing documents into digital forms in seconds, saving you valuable time and effort. Whether you have PDF forms, Excel sheets, or images, our AI tool can automatically analyze them and create a digital version. This is especially valuable for businesses looking to digitize their existing processes without the hassle of rebuilding forms from scratch.

How to Create a Form from a File

To create a form from a file, follow these steps:

  1. Navigate to the Form feature from the left sidebar

  2. Click on Add New, top right

  3. Select the 'Create From File' option

Next, you'll need to add your file. This can be one of the following:

File types supported:

  1. PDF (.pdf)

  2. Excel (.xls, .xlsx)

  3. Word (.doc, .docx)

  4. PowerPoint (.ppt, .pptx)

  5. Images (.png, .jpg, .jpeg, .webp)

Now you watch the magic happen as the AI generates your file into a Form in Connecteam.

This is how it will look when the generation is complete:

Before you save the form and put it into use, you can edit the fields to your desired specifications. Then save, and you have an effortlessly created form ready for use - saving you valuable time and effort.

*This feature is available for the Operations Hub Expert Plan and above.*

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