Create a form with AI

Applies to: anota, all plans (the monthly number of AI forms depends on your plan) Roles required: anyone can try it on the anota homepage; Editor or above to generate a form from My forms Regulatory references: none

Overview

Instead of building a form field by field, you can describe it in your own words and let anota's AI build a first version. Write something like "sign-up for a coffee workshop with skill level, allergies and payment", and in a few seconds you get a working form with the right fields, options and required questions.

There are two places to do it. On the anota homepage anyone can try it without an account, click through the result, and then sign up to keep the form. Inside the app, the Generate with AI button on My forms creates the form straight in your workspace and opens it in the builder.

The AI is Claude, made by Anthropic. The form it creates is an ordinary draft: you review it, change whatever you want in the form editor and publish it when you're happy.

Key concepts

• Description: the text you write about the form you need, up to 1,000 characters. It works in Spanish, English or Portuguese.
• Form language: the generated form is written in the language of the page or app you use it from (the ES / EN / PT switch), whatever language your description is in.
• Draft form: the result is a draft, exactly like a form created from scratch or from a template. Nobody can see it until you publish it.
• Homepage draft: a form generated on the homepage waits for you for 7 days and can be saved once. After that, generate it again.
• Monthly AI allowance: the number of forms your workspace can generate with AI each month. It depends on your plan (see Task 4).
• What the AI creates: a single-page form. It can include conditional logic rules and calculations when your description calls for them.

Task 1 — Try it from the homepage and save the form

Prerequisites

• Nothing: you don't need an account to try it. You do need one to keep the form.

Step-by-step

1. Open the anota homepage. Under Describe your form, type what you need, or click one of the example buttons under the box (for example Event registration with a meal choice) to fill it in for you.
2. Click Create my form. The button reads Creating your form… while the AI works, usually a few seconds.
3. The preview beside the box is replaced by your new form, with its title. It is live: click the fields, type in them and choose options to see how it feels.
4. To try something different, click Try another description. The box empties and the example form comes back.
5. To keep the form, click Save & publish. anota takes you to sign-up. If you already have an account, use the log-in link on that page.
6. After you sign up (or log in), anota creates the form automatically in your workspace and opens it in the form builder. From there, edit it and publish it.

Result

The form is saved as a draft in your workspace and you are in the builder, ready to review it. If you had to confirm your email first, log in after confirming and the form is still created for you, as long as the draft is less than 7 days old.

Note: A draft can be saved only once. If you open the same save link again, anota tells you the form was already saved to your account; find it in My forms. If the 7 days have passed, it tells you the draft is no longer available; create a new one on the homepage.

Task 2 — Generate a form from My forms

Prerequisites

• A role of Editor or above. Viewers don't see the button.
• Room in your plan: a free slot in your form limit and some of your monthly AI allowance left (see Task 4).

Step-by-step

1. Click Forms in the top bar to open My forms.
2. Click ✨ Generate with AI, next to Create form and Create card form. If your workspace has no forms yet, the button is also on the Create your first form screen. If you don't see it at all, AI generation is switched off at the moment.
3. A panel opens with the box Describe the form you need. Type your description (up to 1,000 characters).
4. Click Create. The button reads Creating… while the form is built.
5. The new form opens in the form editor. It is in the language you are using anota in, and it also appears in the My forms list with the status Draft.

Result

You have a new draft form that counts toward your form limit like any other active form. The generation counts toward your monthly AI allowance.

If something goes wrong, a message appears above the list: "The AI couldn't create the form. Please try again." Try again, with a clearer or shorter description if you can.

Task 3 — Write a good description

The AI builds what you describe, so the more concrete you are, the closer the first version will be to what you want.

Tips

• Say who fills it in and why. "Registration for parents of new students" gives better questions than "a registration form".
• List what you need to know. Name the pieces of information: name, email, phone, preferred date, dietary restrictions.
• Give the options. "T-shirt size: S, M, L, XL" or "How did you hear about us: social media, a friend, an ad" gets you a real dropdown instead of a guess.
• Say what is required. "Name and email are required" saves you a round of edits.
• Mention behavior if you want it. For example "ask for the company name only if the person is a business" or "calculate the total from the quantity and the price". The AI can add conditional-logic rules and calculations.
• Write it in any of the three languages. Spanish, English and Portuguese descriptions all work; the form comes out in the language of the page you are using.
• Keep it to one form. The result is a single page. For a long, multi-page form, generate the main part and add pages in the editor.

Example descriptions

• Event registration: "Registration for a one-day coffee workshop. Ask for full name, email, phone, skill level (beginner, intermediate, advanced), allergies (optional) and whether they want lunch. Name and email are required."
• Customer survey: "Satisfaction survey for a restaurant. Rating of food, service and cleanliness from 1 to 5, whether they would recommend us, and an optional comments box."
• Job application: "Job application for a barista. Full name, email, phone, years of experience, availability (mornings, afternoons, weekends), and a CV upload. Everything is required except availability."

Result

You get a first version that needs fewer changes. Whatever the AI gets wrong, you can fix in the editor: rename fields, change options, reorder, or delete what you don't need.

Task 4 — Understand the limits

Homepage

Anonymous visitors can generate 3 AI forms per day. When you reach it, the page says "You've reached today's limit of 3 AI forms." and offers Sign up free to create more. Signed-in users generate from My forms instead.

Inside the app

Each workspace has a monthly AI allowance that depends on its plan:

Every generation counts once anota has started building the form, including a try that returns an error, because the AI cost is the same. When the allowance is used up, a message says "Your plan includes N AI-generated forms a month. Upgrade your plan to create more." followed by an Upgrade my plan → link to Billing. Only an Admin or the Owner can change the plan there. Your form limit also applies: if the workspace already has as many active forms as the plan allows, the form isn't created, but the generation still counts toward your monthly AI allowance, because it was already spent before the limit was checked (see Templates for how to free a slot).

Your descriptions

anota doesn't store what you write in the description. It only records that a generation happened, to apply the limits and track the cost.

Result

You know how many AI forms you can create, and what to do when you reach the limit.

Roles and permissions

See Roles and permissions.

Troubleshooting

Related features

• Templates: start from a ready-made form instead.
• The form editor: review and change the generated form.
• Conditional logic: rules the AI can add for you.
• Multilingual forms: add translations to the generated form.
• Publish and share: make the draft public when it's ready.
• Plans and billing: form limits and AI allowance per plan.