AI Intake Form Automation
Auto-send and track intake forms before appointments
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
AI Intake Form Automation automates the entire process from trigger to completion. This simple workflow uses Forms, SMS, Email to deliver measurable results. Expected impact: Saves 5-10 hours/week admin time. Reduces check-in by 50%..
How It Works
1
Appointment Created
New appointment triggers intake
2
Intake Form Email
Secure form link + instructions
3
Form SMS
"Complete your intake form: {{form_link}}. Takes ~5 min."
4
Wait 24 Hours
Completion window
5
Completed?
Check status
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.