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Document Intelligence

Intake Form Builder

by Kiteworks Inc. · v0.1.1

Builds a Kiteworks intake or request form from a short description of what you need to collect.

More Document Intelligence agents

View on GitHub
Free, self-service install
Version v0.1.1 Status Live Posture

What it does

Builds a Kiteworks intake or request form from a short description of what you need to collect.

See it in action

You

Build an intake form to collect vendor onboarding documents

Intake Form Builder

Drafting a Vendor Onboarding intake form…

FieldType
Company nametext
Tax IDtext
W-9 uploadfile
Primary contact emailemail
4 fields drafted. Ask me to adjust or create it in Kiteworks.
You

Add a dropdown for region and make the W-9 required

Intake Form Builder

Updating the form: adding a Region dropdown, marking W-9 required…

5 fields
1 required added
1 dropdown
Form ready to create in Kiteworks on your approval.

Availability by AI client

  • Claude Available Install guide
  • Microsoft Copilot Coming soon
  • ChatGPT Coming soon
  • Gemini Coming soon

Prerequisites

What this agent needs before it can run. Once these are in place, use the button below — it walks you through adding the agent in your AI client.