What Are AI Forms in Marqet?

What You'll Learn

How AI Forms work in Marqet
When to use forms for content automation
Common use cases for AI Forms
Benefits of using forms vs manual content creation
Next steps for setting up your first form

How AI Forms Work

AI Forms follow a simple workflow:

1. User Fills Out Form

Team members access a form (either within Marqet or via a public link) and fill out fields with the information they need for their project.

Example: A real estate agent selects their listing from a connected data source, chooses which marketing materials they need, and submits the form.

2. Form Triggers Automation

When the form is submitted, Marqet automatically starts the content generation process in the background.

3. Projects Are Generated

Marqet creates projects from your templates, automatically populating smart fields with the data from the form submission. All the personalization happens instantly without manual work.

4. Content Is Delivered

Generated projects appear in your Marq account and can be accessed immediately. Forms can be configured to send email notifications or deliver content to other destinations.

When to Use AI Forms

AI Forms are ideal when you need on-demand content creation triggered by your team members.

Perfect For:

Sales Teams: Creating customized proposals, presentations, or collateral for specific prospects
Real Estate Agents: Generating listing materials when they're ready to market a property
HR Teams: Creating employee onboarding materials when new hires join
Marketing Teams: Producing event materials, campaign assets, or social media content on demand
Distributed Teams: Empowering team members across locations to create branded content themselves

Use Forms When:

Content is needed sporadically, not on a fixed schedule
Each piece of content requires unique input or selection
Team members should control when content is created
You want to empower non-designers to create professional content
Users need immediate access to their generated content

Forms vs Other Marqet Tools

Marqet offers different automation tools for different needs. Here's when to choose forms:

Choose AI Forms Over Playbooks When:

Content creation should be user-initiated, not automatic
Each request needs unique input or decision-making
Creation happens sporadically rather than on a schedule
Users need to select from options (like template choices)

Choose AI Forms Over Workflows When:

You need a simple, straightforward solution
No complex conditional logic or multi-step processes are required
The goal is to make it easy for end users to trigger content generation

Not sure which tool to use? Check out our decision guide comparing all Marqet automation tools.

Common AI Forms Use Cases

Real Estate Listing Materials

Scenario: Agents need to create marketing materials when they're ready to list a property.

How it works: Agent fills out a form, selects their listing from a connected data source, chooses which template kit they want (flyers, social posts, brochures), and submits. Marketing materials are generated in seconds.

Benefits: Agents get professional materials immediately without waiting for marketing team. Consistent branding across all listings.

Employee Onboarding Materials

Scenario: HR needs to create welcome materials, business cards, and announcements for new employees.

How it works: HR fills out a form with new hire details (name, title, start date, department, office location). Form generates all onboarding materials automatically.

Benefits: Faster onboarding process, consistent experience for all new hires, eliminates repetitive manual work for HR team.

Sales Proposals and Presentations

Scenario: Sales reps need customized proposals for each prospect.

How it works: Rep fills out form with prospect name, industry, solution details, and pricing tier. Form generates branded proposal deck personalized for that opportunity.

Benefits: Faster sales cycle, consistent proposal quality, reps spend more time selling and less time creating documents.

Event and Campaign Materials

Scenario: Marketing team runs multiple events and needs materials for each one.

How it works: Marketer fills out form with event name, date, speakers, and topic. Form generates social graphics, email headers, landing page banners, and promotional materials.

Benefits: Create complete event material sets in minutes, maintain brand consistency, reduce design bottlenecks.

Key Benefits of AI Forms

Speed and Efficiency

What used to take hours of manual template customization now happens in seconds. Team members get the content they need immediately instead of waiting for designers or approval processes.

Accessibility for Non-Designers

Anyone can create professional, branded content by simply filling out a form. No design skills or software training required.

Brand Consistency

All content is generated from approved templates, ensuring consistent branding and messaging across your organization regardless of who creates it.

Reduced Bottlenecks

Designers and marketing teams are freed from repetitive content requests. They can focus on strategic work while forms handle routine content generation.

Real-Time Content Creation

Content is available immediately when needed, not hours or days later. Perfect for time-sensitive opportunities.

Scalability

Whether you need one piece of content or hundreds, forms handle the volume without additional effort. Great for growing teams and seasonal demand.

What You Need to Use AI Forms

Required:

Marq templates with smart fields: Your templates need smart fields that can be populated with data
Form configuration: Set up which templates and fields your form will use

Optional:

Connected data source: Forms can pull data from spreadsheets or CRMs to pre-populate options and reduce manual entry
Template kits: Group related templates so users can choose which materials they need
Custom branding: Add your logo and colors to the form itself

How Forms Appear to Users

AI Forms can be accessed in two ways:

Within Marqet

Forms appear in your Marqet apps workspace. Team members with access can navigate to the form and submit it directly within the platform.

Public Form Links

Forms can be shared via public URLs, allowing anyone with the link to access and submit the form without logging into Marqet. Great for distributed teams or external users.

User Experience

Forms are simple and intuitive:

User selects any required options (like template choices)
User fills out text fields or selects from dropdown menus
User clicks submit
Confirmation appears showing content is being generated
Projects appear in designated Marq folders when ready

Frequently Asked Questions

Do users need Marq accounts to use forms?

For forms accessed within Marqet, yes. For public forms shared via URL, no - anyone with the link can submit the form.

Can I control who has access to my forms?

Yes. Form settings allow you to configure access controls and determine who can see and use each form.

How long does it take to generate content after submission?

Content generation typically happens within seconds to a couple of minutes depending on template complexity.

Can forms pull data from our CRM or other systems?

Yes. Forms can connect to data sources like spreadsheets and CRMs to pre-populate dropdown menus and reduce manual data entry.

What happens if someone makes a mistake in the form?

Generated projects can be regenerated by submitting the form again with corrected information, or manually edited in Marq if needed.

Can one form generate multiple projects?

Yes. Forms can be configured with template kits, allowing users to generate multiple related materials from a single submission.

How do I know when content has been generated?

Users receive confirmation after submission. Forms can also be configured to send email notifications when projects are ready.

Next Steps

Ready to Create Your First AI Form?

Learn how to set up and configure AI Forms:

Setting Up Your First AI Form - Step-by-step setup guide

Learn About Form Management

Understand how to manage forms after they're created:

Managing AI Forms - Dashboard, analytics, and settings

Explore All Marqet Tools

See how AI Forms fit into the full Marqet platform:

Marqet Overview - Complete platform guide
Choosing the Right Tool - Compare Forms, Playbooks, and Workflows

Need Help?

If you have questions about whether AI Forms are right for your use case, contact Marq support or your account team. We're here to help you design the right content automation solution.

Visit our Help Center for more articles and resources.