Workai Forms
Capture what your people know — right where they work show up log in punch in check in collaborate do the work start the day
Forms and surveys built into your Workai intranet and mobile app — with AI that reads the answers for you. Strong enough to replace stand-alone survey tools.
Data collection still runs on paper, email and spreadsheets
Modern teams collect feedback, sign-ups, requests and checklists — but the data lives in inboxes, paper folders and one-off Google Forms nobody can find. Workai Forms brings it inside the digital workplace where work already happens.
THE CHALLENGE
Forms scattered across five tools, each one disconnected
Microsoft Forms for quick polls, SurveyMonkey for annual surveys, paper checklists in the field, email threads for requests. Results live in PDFs and spreadsheets. Targeting, identity and analytics start over in every tool.
THE OPPORTUNITY
One form builder embedded in the digital workplace
A genuinely strong builder with conditional logic, real survey power and AI that summarizes results — on the same identity, audience targeting and analytics as the rest of Workai. Strong enough to replace stand-alone survey tools.
Build
Build the form you need — without a developer
Drag-and-drop builder with conditional logic and every field type real work requires — text, numeric, sliders, file upload, dates. Built to be filled in the office and in the field — fully featured, mobile-ready, no-code.
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Drag-and-drop builder — even complex forms without technical effort
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Conditional logic that supports real scenarios
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Many question types and layouts
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Field set: text, numeric, sliders, file upload, dates
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Forms that work particularly well on mobile — frontline-ready
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No-code authoring — comms, HR and operations build their own forms
Reach
Embed forms where your employees already are
Drop a form into an intranet page, distribute by email, surface in the mobile app, or attach to a Task. The same audience-targeting engine that powers the intranet decides who sees what — no separate tool for employees to log into.
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Embed in intranet pages via the Forms Survey content block
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Dedicated blocks for contact forms and newsletter sign-ups
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Distribute by email — same campaign tooling as the rest of the platform
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Available in the Workai Mobile app for frontline data collection
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Link a form to a Workai Task so submissions feed action — see Tasks
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Audience targeting by role, location, business unit — same engine as the intranet
Understand
AI reads your survey for you
Every survey report opens with AI Survey Insights — key findings, top strengths, areas to improve and recommendations. Plus sentiment analysis on collected feedback. Strong enough to replace stand-alone survey tools.
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AI Survey Insights — key findings, strengths, gaps and recommendations at the top of every report
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AI sentiment analysis on collected feedback (positive / neutral / negative)
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Survey results dashboard with question-level breakdowns
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Quick pulse surveys and longer surveys — one builder, one results view
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One tool across the company — no separate SurveyMonkey-class contracts to renew
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Centralized submissions — query, export, downstream processing in one place
Connect
Submissions don't just sit there — they trigger work
Forms feed Microsoft Power Automate flows for approvals and routing, push to third-party systems, or close out a Workai Task. Forms captures the data; Power Automate and Tasks orchestrate the work — no workflow-engine pretending here.
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Form-to-Task linkage — completing a form marks its linked Workai Task done
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Microsoft Power Automate triggers — leave requests, approvals, HR flows
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Output to third-party systems via Power Automate or APIs
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Microsoft 365, SharePoint, Teams, Outlook and Entra ID / SSO
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Forms captures. Power Automate and Tasks orchestrate. No workflow engine in disguise.
Forms is for capture — not approvals or routing
Need workflow? Push form submissions to Microsoft Power Automate, or feed a Workai Task. Forms keeps the focus where it belongs — collecting clean, structured data your downstream systems can act on.
Form Builder
A genuinely strong, mobile-friendly builder with conditional logic and the field types real work requires.
Build the form you need — this afternoon
See how drag-and-drop, conditional logic and a real field set fit together — without writing code.
Surveys & Feedback
From quick pulse checks to full annual surveys — one builder, one results view, AI insights at the top. Strong enough to replace stand-alone survey tools.
Run a real survey, get the insights without the slide deck
See AI Survey Insights and sentiment analysis on a real survey report.
Distribution & Embedding
Drop forms into intranet pages, send them by email, surface them in the mobile app — or attach them to a Workai Task so action follows submission.
Distribute forms where employees already are
See how embedding, email distribution and mobile access work together in Workai.
Data, Integrations & Governance
Centralized submissions, role-based access, export, integration with Microsoft 365 and Power Automate. The data piece is enterprise-ready; the orchestration is your call.
Connect submissions to the systems you already run
See how Workai Forms pushes data to Power Automate, Microsoft 365 and your downstream tools.
AI that actually reads the data
Today: AI Survey Insights at the top of every survey report, sentiment analysis on feedback. Coming 2026: AI Forms generating forms from natural-language prompts and AI-based analysis of collected form data.
See AI Survey Insights on a real survey
Today: AI reads the survey for you. Coming 2026: AI builds the form for you.
Real use cases
How every team uses Forms to collect what matters
Forms adapts to the data each team actually needs — from pulse surveys to onboarding feedback to compliance checklists. Explore real scenarios across the organization.
- Quick pulse surveys after campaigns and big announcements
- Page-feedback widgets ("Was this useful?") collated centrally with AI sentiment
- Targeted feedback by role, location, business unit — same engine as the intranet
- AI Survey Insights summarize results without exporting to PowerPoint
- Onboarding feedback at day 30 / 60 / 90 — scheduled, targeted, analyzed
- Annual engagement and pulse surveys with AI Survey Insights
- Capture data (preferences, equipment, training) that feeds Power Automate flows
- Push form submissions to a Workai Task so HR action follows submission
- Embedded in the EX platform — one identity, one SSO, no separate form tool to govern
- Entra ID / SSO, role-based permissions, permission-aware data access
- Centralized submissions and Power Automate hooks for downstream automation
- Built on Microsoft Azure, ISO 27001, WCAG 2.1
- Read the room with quick pulse surveys you can run in an hour
- AI Survey Insights surface key findings and recommendations without analysts
- Sentiment analysis on free-text feedback
- One survey tool across the company — no SurveyMonkey contracts to renew
- Field checklists and surveys that replace paper
- Forms designed to work particularly well on mobile
- Submissions feed a Workai Task so next-step action is assigned
- Power Automate routes data to downstream operational systems
- Newsletter sign-up blocks ready to drop into any page
- Campaign feedback collected on the same pages as the campaign content
- Event registrations — scheduled, targeted, exportable
- Audience-targeted distribution by role and location
Seamless integrations
Connect Forms with your Microsoft 365 ecosystem
Workai Forms shares the same identity, audience model and analytics as the rest of the platform. Native integration with Microsoft 365, Teams, SharePoint, Outlook and Entra ID. Power Automate carries form output downstream.
Customer Success
Leading organizations replace forms-and-spreadsheets with Workai Forms
From global retailers to telcos — see how Workai Forms captures what teams actually need, with AI that reads the answers for you.
What mattered to us was its ease of use and compatibility with our existing systems. In addition to the flexibility of the tool and the ability to adapt it to our constantly changing needs, we were also interested in its aesthetic side.
Wojtek Mrugalski
Internal Communication Manager at Żabka
collecting frontline feedback through Workai Forms — across HQ, logistics and retail
The solution enables us to effectively reach all employees with key information, but also to carry out employee engagement activities that allow us to appreciate their involvement and motivate them to act.
Adrianna Maron
Corporate Communication Department at T-Mobile
reachable through Workai surveys with AI Survey Insights
The implementation was rapid, and within just three months, we had a platform that transformed our internal communication and significantly increased employee engagement.
Piotr Kaniowski
Director of internal communication
from kickoff to launch — including Forms rollout and Power Automate integration
Guided transformation
Seamless onboarding built on proven success
From the first form to a centralized data pipeline — your Forms rollout is guided by experience. Hundreds of deployments behind us; clarity, speed and confidence at every stage.
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Discovery & Strategy
We translate your data-collection and feedback goals into a phased rollout — drawing on scenarios refined across hundreds of deployments.
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Configuration & Design
Form templates, audience targeting, Power Automate flows and roles configured following tested blueprints — fast time-to-launch.
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Launch & Adoption
Pilot surveys, frontline form rollout, integration with downstream systems — milestone-driven with hands-on adoption support.
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Continuous Success
Stay ahead with proactive care, regular updates and AI Survey Insights that keep results actionable long after launch.
Every step follows tried-and-tested scenarios — so your teams know exactly what to expect, from first workshop to post-launch growth.
Replace paper, email and SurveyMonkey with one builder
See how Workai Forms captures what your people know — embedded in the digital workplace, with AI that reads the answers for you.