Host the intake form
Published 2026-09-04
New work still arrives as a long email or a voicemail. You retype the name, the address, what they want, and when they can meet. The next request starts that again.
Your AI assistant can put an intake form on a domain you own. Submissions land in one place. You read them. You reply from the same tools.
What is still on you
People ask for a quote. They send a paragraph. Or they call and leave a message. You copy the details into a note, a board, or a spreadsheet. If two people take requests that day, you get two shapes of the same ask.
ChatGPT can draft a form. It cannot host one. It cannot keep the submissions. Copying a Google Form link into the chat is still you running intake somewhere else.
What your AI assistant does
It publishes a short form on your domain: name, contact, what they need, when they can meet. Other people open the URL. They submit. The answers land in Files or a board you already use.
You ask it to list new submissions. You ask it to draft a reply. Mail sends from an address. Replies come back. The next person on your team opens the same list. They do not ask you to forward the last email.
If you want a regular pass, a Routine runs code on a schedule. It lists new rows. It does not wake a model to retype the form every morning.
What this is not
This is not a new CRM you learn first. It is the intake you already do. The form is the front door. The submissions stay where your AI assistant can read them.
Hand it off
Copy this into your AI assistant:
Add Sails from https://sails.app/start. Host an intake form on my domain for new work requests. Save each submission. Tell me when a new one lands. Use Sites, Files, Mail. Ask me anything you need before you start.