AI TOOL PROFILE
FluidForms | AI Intake and Data Collection Software
- Operations
- Workflow Automation
- Legal services
- Healthcare providers
- HR and Recruiting teams
- Customer support operations
- Sales organizations
Pricing
FluidForms offers a free plan with 10 lifetime AI actions. Paid plans start at $49/month for Pro and $149/month for Business, with custom pricing for Enterprise.
At a glance
- Best for
- Legal services, Healthcare providers, HR and Recruiting teams, Customer support operations, Sales organizations
- Key use cases
- Candidate Screening, Patient Intake, Lead Qualification, Document Review
- Integrations
- Zapier, Make, n8n, Slack, HubSpot
- Official website
- Visit FluidForms official website
How AI is used
FluidForms is an intake platform designed to move beyond traditional static forms. It uses AI to capture information through three different modes: standard fields for basic data, an interview mode that asks follow-up questions in real time, and an autofill mode that extracts data from uploaded files.
The tool is designed for organizations that handle high volumes of intake, such as legal firms, healthcare providers, and HR departments. It helps by interpreting uploaded documents—such as resumes, medical reports, or contracts—and asking clarifying questions to fill gaps in the information provided.
Beyond data collection, the platform can perform evaluations, such as scoring a candidate's resume against a job description or classifying the intent of a support ticket. This structured data can be sent to other business tools via webhooks or automation platforms.
Buyers should confirm their monthly volume of "AI Actions," as pricing and feature availability depend on the number of AI-driven sections processed per month.
Key Features
AI Interview Mode
Conducts dynamic, branching conversations and asks follow-up questions in real time based on user responses.
AI Autofill Extraction
Extracts structured data from uploaded PDFs, images, voice notes, and videos to populate form fields.
Document Intelligence
Interprets the context of uploaded files to support analysis, such as candidate scoring or risk assessment.
Standard Form Fields
Provides traditional static fields for capturing foundational data like names and email addresses.
Webhooks and Notifications
Sends form submission data to external endpoints and triggers email or Slack alerts.
Use Cases
Candidate Screening
Verifying applicant skills and explaining resume gaps through dynamic follow-up questions before the first interview.
Patient Intake
Parsing referral letters and insurance cards to extract clinical data and conducting pre-visit interviews.
Lead Qualification
Using AI to score leads and route them to sales or support teams based on form responses.
Document Review
Extracting specific entities and data from legal contracts, police reports, or project briefs.
Integrations
- Zapier
- Make
- n8n
- Slack
- HubSpot
- Salesforce
- Notion
- Airtable
- Google Sheets
FAQ
What is an AI Action in FluidForms?
- An AI Action is a unit of work representing a completed AI section, such as one AI interview (up to 10 messages) or one AI autofill section.
Can FluidForms process files other than PDFs?
- Yes, the AI Autofill mode is designed to extract data from images, voice notes, and video recordings.
Does FluidForms support HIPAA compliance?
- HIPAA compliance is available as an add-on for users on the Business plan.
Is there a free version of FluidForms?
- Yes, there is a Free plan that includes 10 lifetime AI actions and 100 responses per month.
Source category: Operations
Source subcategory: Workflow Automation
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