Creating a no-code AI form

Choose from no-code AI templates or create your own points to build custom AI-powered processes.

In addition to following the steps below, we recommend viewing the below video to familiarize yourself with the process:

Getting started:

1. If you haven't already, create an OpenAI account and find your OpenAI API key, which you will eventually paste into B12.

2. Log into B12.io.

Need help logging in? Use this article.

3. On the lefthand editing panel, select Intake forms.

4. Select Add form.

5. Scroll down until you see Next steps. Under Next steps, select Show text generated by AI. You'll automatically be taken to the Prompt to generate text panel.

From here, you can either create your own prompt or select a template:

Creating your own prompt:

To create your own prompt with no-code AI you follow the steps listed above and then:

1. On the lefthand editing panel, select Create your own prompt.

2. If this is the first AI form you’ve created, you’ll need to paste in your OpenAI API key.

3. Next, enter your prompt in the prompt box. Some sample prompts include:

• Lead Generation: "Generate 5 unique value propositions for potential clients in the tech industry."
• Content Creation: "Create 10 blog title suggestions about sustainable business practices."
• Customer Feedback: "Summarize client feedback from recent surveys into actionable insights."
• Proposal Writing: "Draft an outline for a project proposal targeting real estate investors."
• Marketing: "Suggest 5 newsletter subject lines for a fashion brand's winter sale."

4. Once your API key is pasted in and you're prompt is entered, select Continue.

5. For each red-colored phrase in the prompt, you will need to add a corresponding field to the form. Take note of which fields you need to add.

6. Click Back.

7. Add a field for each red-colored phrase.

There are a variety of field types to choose from such as date or number. The most common field type you’re likely to use if the input will be a short amount of text is the field type “Text”. If the input will be longer, select the field type “Textarea”.

8. Make sure all the form fields have correct Form labels and are set to Required. 

9. Under Next steps, click Edit under the prompt.

10. Replace each red phrase by selecting it, and then selecting the corresponding gray box at the bottom of the prompt text editor so it turns purple.

11. Preview your website, fill out the form, and verify that you see generated text based on your prompt and the data you submitted with the form.

12. Select Publish.

Utilizing a template:

To utilize a template when adding a no-code AI form, you:

1. On the lefthand editing panel, select one of the templates and click Continue. 

2. Select whether you'd like to create your form fields manually or automatically, or skip field creation for now.

3. For each red-colored phrase in the prompt, you will need to add a corresponding field to the form. Take note of which fields you need to add.

4. Click Back.

5. Add a field for each red-colored phrase.

There are a variety of field types to choose from such as date or number. The most common field type you’re likely to use if the input will be a short amount of text is the field type “Text”. If the input will be longer, select the field type “Textarea”.

6. Make sure all the form fields have correct Form labels and are set to Required. 

7. Under Next steps, click Edit under the prompt.

8. Replace each red phrase by selecting it, and then selecting the corresponding gray box at the bottom of the prompt text editor so it turns purple.

9. Preview your website, fill out the form, and verify that you see generated text based on your prompt and the data you submitted with the form.

10. Select Publish.

Responsibly reviewing and editing AI-generated text

The latest generation of AI-powered text generation tools is quite powerful. Used responsibly, the tools help support your creativity and save you time. While it's hard for people to distinguish AI-generated text from human-generated text, you shouldn't publish the output of an AI text generator. Ultimately, you should view the text generated by AI as a rough draft for you to critically review, fact-check, and edit.

We have evaluated our tool across several scenarios and have published the biases and limitations of the implementation. Here are some considerations for when you review AI-generated text:

Here are some considerations for when you review AI-generated text:

• Your voice. While it's convenient to have a nice starting point for your content, the content you choose to use is a reflection of you and your business. Your content is sometimes the first impression your clients will have of you. For clients that make time to learn about your business, make sure your own philosophy, values, and advice make their way into the content you provide them.

• Bias. Since the AI that powers this technology is trained on content that can be found on the web, the technology is susceptible to various biases (e.g., gender and race). For example, an AI-generating text about a male lawyer's skills might use a different language than it would to describe a female lawyer's skills.

• Fact-checking. The AI that powers the technology generates text, not facts. While the text might be believable, it might not be factual. You should check any fact in the text generated by the AI, as it might be entirely invalid.

• Plagiarism. By virtue of being trained on text from the web, the text that is generated might be similar to other content on the web. You should vet that the text isn't too similar to other text on the web before publishing it. A free tool like Grammarly's plagiarism checker is a good place to start.