Build multi-step intake forms with dynamic choice lists

Guides customers through a multi-step form with options that update automatically, then logs their answers.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig(("customer starts intake form")):::human s0(("start form step")):::human s1["determine which fields apply"]:::task s2["refresh available choice list"]:::task s3["match selections to details"]:::task s4[("log final submission")]:::store trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"× which follow up fields apply"}:::gate s1 --> gx p00["show relevant fields"]:::task gx -->|"path one fields"| p00 p10["show alternate fields"]:::task gx -->|"path two fields"| p10 jn{"○ continue to matching"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"structured submission logged"/]:::out pay{{"adaptive form without irrelevant fields"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepA personA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSurvey & Feedback
Connects
GmailNotion
Featured in

The problem it solves

Standard online forms fall apart when you need to show a long, changing list of choices or split a big form into several shorter steps. Customers end up with a clunky, one-size-fits-all form instead of one that adapts to their answers.

Who it fits

Businesses collecting detailed requests or applications through an online form.

How it works

  1. A customer starts filling out the first step of the form
  2. Their answers determine which follow-up form or fields appear next
  3. Available choices are pulled in fresh, so lists stay current
  4. Once complete, the selected items are matched to full details
  5. The final answers are logged and can trigger an email or Notion entry
What you get

Form answers organized without manual entry

You get customers guided through a multi-step form with choices that stay current, and their answers logged automatically.

What you get

A completed, structured submission logged to Notion or sent by email, with only the relevant fields filled in.

What you need

A Google Workspace or Gmail account, and a Notion account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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