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Document Intelligence

Intake Form Builder

by Kiteworks Inc. · v0.2.7

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

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Free, self-service install
Version v0.2.7 Status LivePosture —

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.

  • Official Kiteworks MCP — install it and sign in from github.com/kiteworks/mcp. That is all this agent needs.

    No Kiteworks MCP access yet? Your organization can get it through the Kiteworks Innovators in AI program. The first six months are free. Join Innovators in AI