FormPilot

An AI-assisted form builder for service businesses: publish intake forms, collect submissions, and turn each response into a structured, actionable summary.

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01 Scope

The product context behind the work.

Problem

Service businesses collect intake through scattered forms and inboxes, then spend time manually reading, triaging, and chasing each lead. The signal - who to call first, what they need, and how urgent it is - gets buried in raw responses.

My role

Designed the build -> share -> collect -> summarize -> act flow end to end
Built the form builder, public form rendering, and server-validated submission pipeline
Implemented AI summaries that extract lead intent, urgency, and budget from each submission
Set up workspace auth, plan entitlements, billing, and integrations

02 Approach

How the work was shaped.

FormPilot starts from one operating idea: the form is the easy part. The value is everything that happens to a submission after it arrives. The product is shaped around the full path from a published intake form to a decision the business can act on.

The build splits into clear workflow moments. A team can create a form, publish it to a clean public URL, and collect server-validated submissions into a dashboard that makes each response easier to review, filter, and move through.

The differentiator is the AI summary layer. Instead of a general chatbot, FormPilot runs scoped extraction over each real submission, surfacing the lead's intent, urgency, budget, contact details, and useful tags so the owner knows who to follow up with first.

Around the core sit the product details that make it feel operational rather than just a demo: workspace auth, plan limits, billing, and integrations that help submissions move into the systems where a service business already works.

Gallery

Screens from the product flow.

FormPilot form builder — The form builder for editing the intake title, description, questions, and field configuration.Open largerimage opens in a new tab

FormPilot published public form — A published intake form on a clean public link, ready for client submissions.Open largerimage opens in a new tab

FormPilot responses dashboard — The responses dashboard for reviewing new requests, key details, and follow-up status.Open largerimage opens in a new tab

FormPilot AI summaries dashboard — AI summaries that extract urgency, budget, contact details, and useful tags from submissions.Open largerimage opens in a new tab

03 Outcome

What the work made clearer.

Qualitative outcomes

Workflow

Collapsed intake, triage, and follow-up into one connected flow

Time to signal

AI summaries surface lead intent and urgency without reading full submissions

Scope

Shipped builder, public forms, dashboard, AI summaries, billing, and integrations

Stack

Next.jsTypeScriptClerkNeon / PostgresPrismaOpenAIStripeTailwind CSS

Reflections

The AI layer earns trust by staying scoped: structured extraction on real submissions, not an open-ended chatbot.
Most of the product value comes from the workflow around the form, not the form field editor alone.

Next step

Have a similar project?

If this looks close to the product work you need, use the contact path and I will help scope the next step clearly.

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