From a prompt
Describe the form in plain words. Ask for a supplier onboarding form with contact details, bank details, and an insurance expiry date, and the AI drafts those fields with sensible types. You then adjust the wording, add rules, and reorder as you like.
From a document you already have
Most forms start life as a PDF or a Word document someone fills in by hand. Upload one and the AI reads its fields and drafts a digital version, which is a real head start when you are moving a stack of paper forms online rather than inventing new ones.
A co-pilot while you build
On the web side there is a conversational build and an in-builder co-pilot, so you can ask for a change in words rather than clicking every setting. It is there to speed up the fiddly parts, with you still deciding what ships.
Where the AI runs, plainly
The AI drafting step is powered by Anthropic's cloud service through a platform key, not a model running inside your tenant. So the prompt you type or the document you upload is sent out to generate the form. Your form submissions and SharePoint list data are a separate matter and stay in your Microsoft 365 tenant. If a document is sensitive, treat handing it to the AI as you would any cloud tool.
Common questions
Does my SharePoint data go to the AI?
The AI is used to draft a form, so the prompt or document you hand it is sent to the AI service to generate the fields. Your form submissions and SharePoint list data are not part of that step and stay in your Microsoft 365 tenant. The generation runs on Anthropic's cloud service through a platform key, not inside your tenant.
Do I still control the final form?
Yes. The AI drafts fields and types as a starting point, and you review, edit, and publish. Nothing is published on your behalf.
Draft your first form in a sentence.
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