Intake & forms
Ask the right questions once, and stop the back-and-forth.
Most approvals stall because the request arrived incomplete. Requester's forms collect exactly what an approver needs to decide — and adapt to what's being asked for, so nobody wades through fields that don't apply to them.
Free plan, no card required. Submitters are always free.
New purchase request
Page 1 of 2What do you need?
14" MacBook Pro, M-series
Amount
$2,480.00
Needed by
12 Aug 2026
Cost centre
Engineering — ENG-04
Shown because amount is over $2,000
Business justification
Replacing a 2019 unit failing builds
A request sent back for more detail is a request that died
Every round trip costs a day and a little more of the submitter's willingness to use the process at all. Fix the intake and most of your approval latency disappears with it.
Free-text requests
- “Can I buy a new laptop?” — no cost, no vendor, no cost centre, no urgency.
- The approver asks four questions, gets answers over two days, and forgets what they asked.
- Everyone builds their own private format, so nothing is comparable later.
- The one field finance always needs is the one nobody ever includes.
Structured intake
- Required fields mean an incomplete request cannot be submitted in the first place.
- Conditional logic asks the $200k questions only when the number is actually $200k.
- Currency, date, and member fields come back as data — sortable, filterable, exportable.
- The AI writes a plain-English summary on top, so the approver still reads a sentence, not a spreadsheet.
Twenty-seven ways to ask
Enough range that you're describing your real process rather than flattening it into a text box — and few enough that the builder stays learnable in an afternoon.
Text & numbers
- Text
- Long text
- Number
- Currency
- URL
- Telephone
Dates & time
- Date
- Time
- Date range
- Time range
Choice
- Dropdown
- Checkbox
- Toggle
- Rating
- Scale
- Priority
Rich inputs
- Signature
- Attachment
- Data grid
- Member picker
- Team picker
Layout
- Section header
- Title
- Paragraph
- Divider
- Page break
Two ways to get a form, both faster than a meeting
Describe it
Type the process, get the form
Say what you need to collect in plain English and Requester generates the fields, the validation, and a first pass at the routing — streaming as it builds so you can course-correct mid-sentence.
- Form and workflow generated together, then validated before they're saved
- Edit anything it produced; nothing is locked to the generator
- Genesis onboarding can propose an entire starting workspace the same way
You
“A purchase request form — what they want, how much, which cost centre, and make them justify anything over two grand.”
Generated
- Item or service — text, required
- Amount — currency, required
- Vendor — text
- Cost centre — dropdown, required
- Justification — long text, shown over $2,000
Or start from proven ones
A gallery of forms other teams already got right
Purchase requests, access requests, leave, vendor onboarding, expense claims. Start from one, keep the fields you want, and publish it to your team in minutes.
- Public system template gallery, browsable before you sign up
- Clone into your workspace and edit freely — it becomes yours
- Activate workspace-wide or scope it to a single team
Purchase request
8 fields · 2-step approval
Software access
5 fields · IT review
Time off
4 fields · manager approval
Six front doors, one queue behind them
The fastest way to kill adoption is to insist everyone learns your new tool. Let requests arrive however people already ask, and normalise them on the way in.
From the template picker
A member opens “Start a request”, picks the form, and fills it in. The ordinary path, and the one that needs zero explanation.
Drafted by AI
Someone describes what they need in chat. Requester generates the form and the request, asks the follow-ups a human approver would, and submits it.
Learn moreA public intake link
A tokenized URL per template. Contractors, clients, and vendors submit with no account and no seat, carrying external submitter attribution.
Learn moreInbound email
Requests created straight from email, for the people who will never change how they ask for things.
Request again
One click re-submits a past request, pre-filled. The monthly re-order stops being ten minutes of retyping.
As a sub-request
Spawn a linked child request under a parent, with a completion rollup so the parent knows when its children are done.
Learn moreThe unglamorous parts that decide whether people finish
Autosaved drafts
Resumable from My Requests, and silent — nothing notifies anyone until submit.
Smart pre-fill
Reopening a template you've used before fills your last answers, badged, with a one-click start blank.
Attachments
Files on requests and comments with presigned access and inline previews. Quota scales per seat.
Multi-page forms
Page breaks split long forms into steps, with validation per page instead of one wall of errors.
If the form is wrong, every clever thing downstream is just routing a bad request faster.
Change the form without breaking what's in flight
Draft → publish
Edit safely in draft. Publishing is the deliberate act; in-flight requests keep the version they were submitted against.
Version history & revert
See what changed, roll back to any earlier version, or clone a version to branch from it.
Duplicate across teams
Copy a template into another team when two groups need the same shape with different approvers.
Import history
Bring past requests into a template so a migrated process doesn't start with an empty record.
Before you build your first form
- Can a form change based on what someone answers?
- Yes. Conditional field logic shows and hides fields based on earlier answers, and it's available on every plan including Free. A $200 request and a $200,000 request can start from the same form and end up asking completely different questions.
- What happens to a template when I need to change it?
- Templates are versioned. You edit a draft, publish it when it's ready, and existing in-flight requests are unaffected. You get full version history, one-click revert, and the ability to clone a version if you want to branch from an older shape.
- Do people outside my company need an account to submit?
- No. Each template can expose a tokenized public intake link. Outsiders submit with no account and consume no seat; the submission is attributed to them as an external submitter and counts against the workspace request meter.
- What if someone starts a request and gets pulled away?
- Drafts autosave and are resumable from My Requests. Nothing is notified to anyone until the request is actually submitted, so a half-finished draft never pings an approver.
- Can I move a form between teams?
- Yes. Templates can be workspace-wide or scoped to specific teams, duplicated into another team, and you can import historical requests into a template so a process you're migrating doesn't start with an empty history.
What happens after submit
Approvals
Any, all, or N-of-M — decided in-app, from email, or by outside guests.
Workflow automation
A visual canvas for routing, branching, delays, SLAs, and webhooks.
AI
Draft requests, generate workflows, summarize, and route — natively.
Tracking & audit
Dashboards, analytics, a full audit log, and shareable status pages.
Integrations
Slack, Teams, Discord, Google Chat, webhooks, Zapier, and the API.
Build the form you keep asking people to fill in properly.
Start from a gallery template or describe your process and let the AI draft it. Publishing takes minutes, and everyone who submits against it is free.