Generate with AI is the quickest way to build a form. You tell Socket what you want, or hand it a form you already use, and it drafts the whole thing for you, sections, questions and sensible field types, ready to review and tidy up in the builder. This guide covers getting a good result out of it. For shaping a form by hand once it's drafted, see our Building your form guide.

You'll find Generate with AI as a tab across the top of the Forms area, and as a starting point when you create a new form.

You can describe the form, upload one you already use, or do both at once. Describe it in plain English by telling it what the form is for and what you need to collect, for example an onboarding form that gathers a client's company details, main contact and ID. Or upload a form you already use, a PDF, Word document or spreadsheet, and Socket reads it and rebuilds it as a Socket form.

The more you give it, the closer the first draft lands. Spell out what each part of the form is for, so it can group questions into sensible sections. Mention anything that should only show sometimes and it will set up conditional logic, for example only asking for a VAT number when someone says they're VAT registered. Simple prompts work well too. Something as short as "build me a UK new client starter checklist" gives you a solid base to work from.

This is where it gets clever. Hand it one of your existing forms and tell it what to change at the same time. You might upload a PDF and say "use this but make the company names generic so I can reuse it", or "base it on this and adapt it for my firm". It blends the two and gives you a tailored draft.

Socket shows you the drafted form so you can check it before committing. Read through the sections, questions and the field types it's chosen. You can't edit the prompt once it's generated, but generating is quick, so if it hasn't quite landed, just run it again with clearer instructions. If the first attempt didn't use conditional logic, for instance, re-prompt and say the opening questions should each be conditional, and it'll rebuild it that way.

💡 The AI won't decide which questions are required, so set the Required toggle on anything mandatory before you publish.

When you're happy, click "Create draft form" and you'll land in the builder with everything in place. From here you can fine-tune by hand, add or remove questions, set conditional visibility and adjust field settings, exactly as with any form. Our Building your form guide covers all of that, and Sharing and sending your form covers getting it out to clients once it's ready, including attaching it to a proposal.