Contractor Intake Form template (with AI agent automation)

Free Contractor Intake Form template with AI agent automation. Agent summarises scope, collects docs, triggers access tasks, routes to finance/legal, drafts onboarding email.

AI Agent Workflow

Agent summarises scope, collects docs, triggers access tasks, routes to finance/legal, drafts onboarding email.

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Urgency & Prioritisation Rules

Urgent if: start date soon; missing tax info; access required.

Example AI Conversation Prompts

List contractors starting soon

Flag missing documents

Draft onboarding emails

Route access requests

Summarise contractor roles by team.

Recommended Integrations

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AI Analysis Features

Chat with Form Responses

Urgency Scoring & Prioritisation

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