Meet Smart Forms: the award-winning monday.com AI app

Let's start with ‘Categorise replies'.

So you've collected all of this data from a recent survey, but there's no rhyme or reason to how it's been categorised in your monday.com board. It will take time and effort to sort through all those form responses to try and organise them in a way that makes sense, right?

Not any more. With Smart Forms' 'Categorise replies' feature, you can automatically generate tags in a designated column based on the answers provided in your forms. This way, you can categorise and organise your responses in a structured way that works for you, making analysis, filtering and sorting nice and easy. Let's take a look at how.

When you select the ‘Categorise replies’ feature from the AI Assistant, you'll see two options, each with a dropdown box:

1. Select the relevant columns to categorise form replies: this dropdown menu will show the questions you have in your questionnaire or survey and will allow you to select the relevant column in your board. For example, the question in your form could be, 'How do you use AI technology in your workplace?' This will also be the name of the column you select.

2. Choose the column to which the tags will be added: here we create the tags to help you categorise your column data. Select the dropdown menu and hit ‘+ Create new tag columns', then click the ‘Generate tags' button. Smart Forms will then automatically create a new ‘Tags’ column and generate bespoke tags based on the form responses provided.

You can then use these tags to help sort and categorise your form data and gain quick, at-a-glance insights. Staying with the example above, thanks to the tags you've just created, you can see how many people use AI in their workplace for 'writing assistance' in a matter of seconds.

It's so easy, right? Next, let's dive into the ‘Extract insights’ feature.

2. You'll then see a dropdown menu asking you to select the columns you'd like to include in your summary board.

3. The options given in the dropdown will reflect the questions in your form.

4. Select which questions you would like a summary for (in the example below, we've selected all questions from our survey, meaning we want a summary for all the data in the form).

5. Next, click ‘Add to board'.

2. There will be a dropdown menu where you can select the questions you want to create responses for (again in this example, we have selected all the questions).

3. You can then select the tone of the response from the options: 'Conversational', ‘Professional’ or ‘Semi-formal’ (we have selected ‘Conversational’).

4. Next, type in the purpose of the response you're sending, for example: ‘I want to thank the person for their response’.

5. After completing these steps, click the ‘Generate’ button.

Smart Forms will then generate personalised responses and automatically add them to a newly-created ‘Personalised responses’ column. From there you can hover over the items in that column to view the full response, and you can edit these at any time.

And voila! You can now facilitate ongoing, bespoke conversations and engagements with your customers in seconds, thanks to Smart Forms for monday.com.