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ProductivityBeginner

Form Builder & Designer

Build interactive document forms and questionnaires using docassemble

10 minutes
By communitySource
#form#builder#interactive#docassemble

Your intake form is a static PDF that clients print, fill by hand, scan, and email back — and half the fields are blank because they didn't apply. You need forms that adapt to answers, skip irrelevant sections, and generate documents automatically.

Who it's for: legal teams building client intake questionnaires, HR departments creating employee onboarding forms, organizations needing document-generating surveys, non-profits collecting structured applications, anyone replacing paper forms with smart digital ones

Example

"Build an intake form for new client onboarding that generates an engagement letter" → Interactive questionnaire that adapts based on client type (individual/business), skips irrelevant sections, validates inputs, and auto-generates a personalized engagement letter from the answers

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

Or install from your terminal:
npx ccplaybooks add form-builder
# Form Builder

## Overview

This workflow enables creation of intelligent document forms using **docassemble** - a platform for guided interviews that generate documents. Create questionnaires that adapt based on answers.

## How to Use

1. Describe the form or document you need
2. Specify conditional logic requirements
3. I'll create docassemble interview YAML

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README.md

What This Does

This workflow enables creation of intelligent document forms using docassemble - a platform for guided interviews that generate documents. Create questionnaires that adapt based on answers.


Quick Start

Step 1: Create a Project Folder

mkdir -p ~/Documents/FormBuilder

Step 2: Download the Template

Click Download above, then:

mv ~/Downloads/CLAUDE.md ~/Documents/FormBuilder/

Step 3: Start Working

cd ~/Documents/FormBuilder
claude

How to Use

  1. Describe the form or document you need
  2. Specify conditional logic requirements
  3. I'll create docassemble interview YAML

Example prompts:

  • "Create an intake form for new clients"
  • "Build a conditional questionnaire for legal documents"
  • "Generate a multi-step form for contract generation"
  • "Design an interactive document assembly form"

$Related Playbooks

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