Templates
Templates that ship themselves.
Pick one, tweak it in chat, publish.
Every template is a real form. Open one, describe what you want changed in plain English, and Brieform rebuilds it live. No drag-and-drop required.
- Contact FormLead capture
The classic. Smart routing built in.
A contact form that knows where messages should go. Inquiries about pricing route to Sales in Slack; press requests ping your founder by email; everything else lands in Notion. AI flags hot leads with a priority score so your inbox does not level them all the same. Customize fields, validation, and routing rules in chat.
- Lead Capture FormLead capture
Capture, qualify, and notify in one wizard.
Stop bolting Typeform onto Zapier onto Slack. This template captures the lead, asks the qualification questions you actually care about, and posts the qualified ones to your #leads-hot channel with the AI summary attached. Cold leads still go to Sheets. Nothing gets lost. One form, one bill, one place to look.
- Demo Request FormLead capture
Demo requests with auto-priority scoring.
Built for B2B teams who hate sorting demo requests by hand. Brieform's AI reads each request, scores fit (company size, use case, urgency), and routes the top 20% to your AE on Slack within seconds. The rest land in Notion with tags so SDRs can pick them up. Confirmation email goes out automatically with your Calendly link.
- Quote Request FormLead capture
Quote requests routed by deal size.
Add conditional fields that adapt based on what the prospect picks: service type, scope, timeline, budget. Big deals page your senior rep on Slack instantly. Smaller jobs queue in your dashboard with the AI tag and a price-sensitivity sentiment score. Customer gets a branded confirmation email with a turnaround time you set.
- Waitlist FormLead capture
A waitlist that ranks itself.
Ask the right questions ('what would you pay?', 'biggest pain?') and let Brieform's AI tag and score every signup. The dashboard surfaces your most qualified waitlisters first. Daily digest emails recap the top 5 each morning. Drop the embed on your coming soon page and stop building a Zap to do this.
- Beta Signup FormLead capture
Recruit beta users with auto-tagging.
Collect platform, use case, and willingness-to-feedback in fields tailored to your beta. AI tags pull cohorts together (power users, edge cases, target persona) so you can invite in waves without exporting and re-tagging in Sheets. Slack alerts when someone matches your must-have criteria.
- Sales Qualification FormLead capture
BANT, MEDDIC, or your own framework.
Build the qualification form your team actually uses. Conditional logic adapts the next question to the previous answer. AI scores the fit, summarizes the lead in one line, and notifies the right AE based on territory or deal size, directly in Slack. No Zap. No CRM round-trip required.
- Client Intake FormCustomer intake
Onboard clients without the back-and-forth email chain.
One link replaces seven follow-up emails. Collect company info, brand assets, goals, deadlines, and stakeholder details in a multi-step flow with progress bar. AI summarizes the brief into a tagged Notion entry your delivery team can action. Confirmation email recaps everything to the client with their own answers.
- New Client OnboardingCustomer intake
From signed contract to kickoff in one form.
Capture brand guidelines, login credentials (encrypted file uploads), key contacts, and timezone preferences. Routes the file uploads to a private Notion page, posts a #client-onboarding Slack alert with the AI-generated client summary, and queues the kickoff prep checklist for your PM. EU-hosted, GDPR-clean by default.
- Project Brief FormCustomer intake
Briefs that arrive structured, not as a Loom rant.
Force structure without forcing friction. Separate fields for goals, audience, deliverables, references, and constraints with conditional follow-ups when answers are vague. AI extracts the key requirements into a one-paragraph summary on every submission, posted straight to your Notion brief page.
- Discovery QuestionnaireCustomer intake
Discovery without the discovery call.
Front-load 80% of the discovery so your call is strategic, not interrogative. 15 questions, multi-step, with conditional branching. AI tags each response by service fit and urgency. Hot prospects get pinged to your founder; the rest queue in Sheets with the AI summary.
- Patient Intake FormCustomer intake
GDPR-conscious intake for solo practitioners.
Collect medical history, insurance, emergency contacts, and consent in one GDPR-compliant flow. EU-hosted (Frankfurt) with TLS in transit and encryption at rest. Conditional logic skips irrelevant sections. PDFs of each submission email automatically to the patient. Pair with your local compliance setup as needed.
- Coaching Intake FormCustomer intake
Pre-session intake your clients actually finish.
Goals, current blockers, what they have already tried, and what success looks like in a flow that feels like a chat, not a tax form. AI summarizes each intake into a 3-sentence brief delivered to your inbox the morning of the session. Custom branding in 8 theme presets so it matches your practice.
- Vendor Onboarding FormCustomer intake
Onboard suppliers without ten Slack DMs.
Collect company details, banking info (file upload), tax docs, primary contact, and SLA acknowledgment in one form. Conditional fields adapt based on vendor type. AI flags missing or incomplete fields. Sheets gets a structured row, Slack gets the alert, and your finance team gets a confirmation email with the docs attached.
- Job Application FormApplications & Grants
Job applications that score themselves.
CV, cover letter, role-specific questions, and salary expectations collected in one flow. AI scores fit against your role description, tags experience level, and routes top candidates to your hiring channel in Slack. Rejection and 'we will be in touch' emails fire automatically based on the AI tag, with field variables for personalization.
- Internship ApplicationApplications & Grants
Find the interns who actually want it.
Beyond the CV: motivation, availability, portfolio link, and a small pre-task. AI sentiment tags filter the boilerplate from the genuine. Slack alerts when a strong applicant matches your criteria. Daily digest summarizes the day's batch so you do not drown in submissions.
- Grant ApplicationApplications & Grants
Grant applications, scored and routed.
Multi-step form with budget, timeline, impact statement, and supporting docs. Conditional logic adapts to grant size and applicant type. AI summarizes each application into one paragraph and tags by category, so your review committee opens Notion and sees a triaged shortlist instead of 200 PDFs.
- Scholarship ApplicationApplications & Grants
Scholarships without the Excel triage.
Collect academic info, essays, supporting documents, and references in one GDPR-compliant flow (EU-hosted). AI scores essays for clarity and tags by program fit. Eligibility is filtered upfront with conditional logic so applicants who do not qualify see a kind redirect, not a 50-question form.
- Volunteer ApplicationApplications & Grants
Match volunteers to roles automatically.
Skills, availability, causes they care about, and references. AI tags each applicant against your open roles and posts matches to your #volunteer-coordinators Slack channel. Confirmation email goes out with their next steps based on which role they matched. Free plan covers up to 50 volunteers per month.
- Membership ApplicationApplications & Grants
Membership applications routed to the right reviewer.
Personal info, eligibility criteria, references, and annual dues consent. Conditional logic shows different questions based on membership tier. AI flags incomplete or borderline applications for human review. Notion gets a structured record; Slack pings your membership chair on each submission.
- IT Support TicketInternal requests
IT tickets that page the right person on Slack.
Issue type, severity, screenshots (file upload), affected systems, and reproduction steps. Smart rules route P0 tickets to #it-oncall immediately, P1s queue in your dashboard, and low-severity goes to a daily digest. Replaces a Zapier plus Sheets plus Slack bot stack. One bill.
- Bug Report FormInternal requests
Bug reports your devs will actually read.
Steps to reproduce, expected vs. actual, environment, priority — structured so devs do not have to ask follow-ups. Conditional fields prompt for browser and OS only when relevant. AI tags bugs by area (auth, billing, UI, data) and routes to the responsible engineer's Slack DM. Notion logs everything for your bug board.
- Feature Request FormInternal requests
Feature requests, scored by demand.
Public-facing request form that captures the user's pain, suggested solution, and use case. AI tags by area and clusters duplicates so you do not review the same idea four times. Slack alert when a request from a paying customer comes in. Roadmap-ready summaries delivered weekly.
- PTO Request FormInternal requests
Time-off requests pre-routed to the right manager.
Date picker, type of leave, manager auto-selected by team. Conditional logic adapts based on leave type: sick leave does not ask about coverage, vacation does. Submission posts to your manager's Slack DM and queues a calendar reminder. Confirmation email goes back to the requester instantly.
- Expense Reimbursement FormInternal requests
Expense reports without the email-chain receipts.
Amount, category, date, receipt upload (PDF or image), business justification. Smart rules route expenses over your threshold to finance leadership; the rest queue in Sheets for monthly reimbursement. AI extracts and tags by category. EU-hosted, GDPR-friendly file storage.
- Internal Suggestion BoxInternal requests
An anonymous suggestion box your team will actually use.
Optional name, free-text suggestion, category, and severity. AI sentiment-tags every entry (concern, idea, complaint, kudos) and posts a weekly digest to leadership. No more Google Form your team forgets exists by week three. Built-in GDPR consent for non-anonymous submissions.
- Equipment Request FormInternal requests
Hardware requests routed to ops, not lost in DMs.
Item type, justification, urgency, manager approval. Conditional fields adapt based on request type: laptops trigger procurement workflow, accessories go straight to office manager. Slack alerts the right team. AI summary makes monthly procurement reporting trivial.
- Customer SurveyMarket research
A survey with AI sentiment baked in.
Mix rating, multiple choice, and open-ended questions. Brieform's AI reads every open-ended answer and tags it with sentiment (positive, negative, neutral, mixed) plus a one-line summary. Daily digest delivers the highlights to your inbox. Beats exporting to Sheets and copy-pasting into ChatGPT.
- Product Feedback SurveyMarket research
Product feedback that surfaces signal.
NPS-style plus open feedback combined. AI clusters open responses into themes (pricing, onboarding, performance, missing features) and posts the weekly summary to your product Slack channel. Find the real pain in 30 seconds, not after a week of tagging in Notion.
- NPS SurveyMarket research
NPS that goes deeper than a number.
0 to 10 score plus a 'why' field: the standard. What is different: AI tags each response into themes, scores promoters vs. detractors automatically, and surfaces the top three reasons each side gives. Monthly digest with the trendline. Embed in your product or fire it from your existing tool.
- CSAT SurveyMarket research
Post-interaction CSAT, auto-routed by score.
1 to 5 star rating plus open comment. Detractor scores (1 to 2) page your CS lead in Slack within seconds with the AI summary; promoters (4 to 5) queue for testimonial outreach. Tagged by interaction type. Replaces a Zap that breaks every quarter when your CRM updates field names.
- User Research ScreenerMarket research
Recruit research participants without the spreadsheet ops.
Demographics, persona-fit questions, availability, incentive consent. Conditional logic filters out non-matches without making them feel rejected. AI tags by persona so you can pull cohorts in one click. Calendar booking link auto-sent to qualified participants.
- Pricing SurveyMarket research
Willingness-to-pay survey with AI segmentation.
Van Westendorp pricing questions or your own framework. AI segments respondents by value sensitivity and use case. Notion gets a clean record. Sheets gets a structured row for your spreadsheet model. Get pricing signal in days, not weeks.
- Event Registration FormEvent registration
Event registrations that update your team in real time.
Name, ticket type, dietary needs, sessions to attend. Each registration drops a row into Sheets, posts to your #event-ops Slack, and fires a branded confirmation email with calendar invite attached. AI tags registrations by attendee type so VIPs do not get lost in the volume.
- Webinar RegistrationEvent registration
Webinar signups that sync to your stack.
Email, company, role, and a 'what do you hope to learn?' field. AI tags topic interest so you can segment your follow-up. Confirmation email auto-fires with the webinar link. Daily digest the morning of the event so you know who to expect.
- Workshop SignupEvent registration
Workshop signups with payment-ready capture.
Capture attendee details, dietary requirements, accessibility needs, and payment confirmation. Conditional fields skip irrelevant sections by ticket type. Slack alerts when capacity hits 80%. Final attendee list exports to CSV the day before. No manual download.
- Conference RegistrationEvent registration
Conference registrations, sessions and all.
Multi-step flow for bigger events: personal info, ticket tier, session selection, dietary, accessibility, sponsor opt-ins. Conditional logic personalizes the journey. AI tags attendees by industry and role for your speaker matching. Branded confirmation email with their full agenda baked in.
- RSVP FormEvent registration
RSVPs that update your headcount automatically.
Going, not going, or maybe plus plus-ones plus dietary. Sheets updates live as RSVPs come in. Slack post on milestones (50%, 75%, 100% capacity). Friendly confirmation email replies on the spot. No more spreadsheet stitched together from email replies.
- Wedding RSVPEvent registration
Wedding RSVPs you and your partner can both follow.
Attending, plus-one, dietary, song requests, address (for thank-you cards). Real-time count in your dashboard, daily digest by email, and a private Notion guest list synced for both of you. Clean, custom-branded, and GDPR-friendly because Brieform is EU-hosted.
- Speaker Submission FormEvent registration
Curate speakers without the email chain.
Topic, abstract, bio, video link, availability, prior talks. AI scores submissions for fit and tags by track. Notion gets a structured record your program committee can review. Slack alerts when a notable speaker submits. Confirmation email sets expectations on response time.
- Sponsorship InquiryEvent registration
Sponsorship inquiries routed by package size.
Company info, target package, budget, brand assets. Smart rules route Platinum and Gold inquiries to your founder's Slack instantly; smaller packages queue for your sponsorships lead. AI summary attached to every alert. Confirmation email with media kit fires automatically.
- Customer Feedback FormFeedback survey
Feedback that tags itself.
Open feedback plus rating plus category picker. AI categorizes free text into themes you actually care about (product, support, billing, onboarding) and posts a weekly digest to your team channel. Detractors page CS in real time. Promoters get flagged for testimonial outreach.
- Post-Event FeedbackFeedback survey
Post-event feedback in everyone's inbox by Monday.
Speaker ratings, session feedback, overall NPS, open comments. AI summarizes the highest and lowest rated sessions automatically. Weekly digest delivered to your event team within 24 hours of the event. Beats waiting two weeks for a Sheets export to be analyzed.
- Course Feedback FormFeedback survey
Course feedback for instructors who want signal.
Per-module ratings, instructor effectiveness, content quality, open feedback. AI tags suggestions by theme (pace, depth, exercises, materials) so you can iterate the syllabus. Weekly digest delivered to instructors automatically. GDPR-clean by default.
- Employee Pulse SurveyFeedback survey
Pulse surveys without the dashboard subscription.
5 short questions, anonymized by default, run weekly or monthly. AI sentiment-tags every response and trends the team mood over time. Weekly digest to leadership keeps a finger on the pulse without $50 per seat HR software. EU-hosted, encrypted at rest.
- Exit Interview FormFeedback survey
Exit interviews that find patterns, not anecdotes.
Reason for leaving, manager feedback, what you would improve, would you return. AI tags themes across exits so you stop fixing the wrong thing. Confidential by design. Notion logs each interview privately. Monthly digest highlights recurring patterns to your People lead.
- 360 Feedback FormFeedback survey
360 feedback that the recipient will actually read.
Anonymized peer feedback across competencies, with optional open comments. AI clusters feedback into 3 strengths and 3 development areas per recipient. Confidentiality maintained: Brieform never exposes individual respondents to the recipient. EU-hosted, GDPR-native.
- Issue Feedback FormFeedback survey
In-app issue reports your engineers won't ignore.
Drop the embed in your product. Users describe the issue, attach a screenshot, and Brieform captures URL, browser, and timestamp automatically. AI tags by area and severity. Critical issues page on-call in Slack. Everything else queues for triage with the AI summary.
- Beta Tester FeedbackFeedback survey
Beta feedback you can ship from on Monday.
What worked, what did not, what is missing, what would they pay for. AI tags every comment by feature area and clusters duplicate complaints. Weekly digest gives your product team the top 10 themes ranked by mention count. Replaces three tabs of Sheets and a Notion catch-all.
- Client Onboarding FormCustomer intake
Everything you need before the kickoff call.
Collect brand assets, goals, key contacts, timelines, and logins in one structured intake — then auto-create a Notion project page and ping the account lead in Slack. No more back-and-forth email threads before work starts. Customize fields and routing rules in chat.
- New Client Intake FormCustomer intake
Structured intake for new client relationships.
Capture everything needed to start a new client engagement: contact details, project scope, decision makers, budget, and expectations. Conditional questions adapt for different client tiers. Responses auto-populate a Notion database and trigger a welcome email with next steps.
- Order FormCustomer intake
Take orders without a shopping cart.
Collect product or service orders with custom fields, quantity selectors, and conditional options — no Shopify required. AI tags each order by type, urgency, and value. Routes high-value orders to Slack immediately. Confirmation email fires with order summary and next steps.
- Market Research SurveyMarket research
Segment-aware survey that tags itself.
Run market research with branched questions that adapt to respondent type. AI tags each response by segment, role, and signal strength. High-signal respondents trigger a Slack alert. Results land in Notion grouped by theme — no spreadsheet cleanup required.
- Customer Discovery SurveyMarket research
Validate the problem before building.
50 responses in a week. Branched questions for different respondent profiles. AI clusters similar answers and surfaces the top pain points and willingness-to-pay signals your team needs to decide whether to build. No spreadsheet involved.
- QuizMarket research
Lead-gen quiz or knowledge check — built in chat.
Two modes in one template: lead-gen quiz that gates results behind an email, or knowledge-check quiz that scores answers and fires a personalized result email. AI tags respondents by score tier and answer pattern. High-scoring leads route to Slack automatically.
- Feedback SurveyFeedback survey
Structured feedback that routes to the right person.
A general-purpose feedback survey with rating scale, conditional follow-up questions for low scores, and AI theme tagging. Negative responses trigger an instant Slack ping so your team can follow up before the customer churns. Everything logs to Notion without a spreadsheet.
- Product Feedback FormFeedback survey
Per-feature feedback that clusters by theme.
Collect feedback on a specific product feature or release. AI tags each response by feature area, severity, and sentiment. Similar issues are clustered automatically. Weekly digest shows the top complaints ranked by frequency — no manual analysis.
- Internal Request FormInternal requests
One link for IT, HR, Finance, and Facilities.
Replace Slack request threads with a structured form that routes to the right team automatically. Request type selector shows different fields per category. AI tags priority. Each submission creates a row in your Notion ops log and pings the relevant Slack channel.
- Donation FormFundraising
Collect donations without a payment platform fee.
For small nonprofits, mutual aid groups, and indie creators. Collect donor info, campaign attribution, and donation amount — then auto-send a personalized thank-you with tax receipt info. AI tags donors by tier and campaign. EU-hosted, GDPR-native, encrypted at rest.
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