Enterprise operations professionals in procurement, legal, and IT frequently encounter scenarios where structured information is needed from stakeholders, but the requirements change from case to case. Traditional form solutions require manual setup for each new request, leading to bottlenecks, inconsistent data, and increased IT workload. Tonkean’s Custom Form Agent template revolutionizes this process by empowering agents to generate custom forms on the fly, ensuring every intake is structured, actionable, and seamlessly integrated into your workflows.
Imagine a procurement team receives a request for a non-standard software purchase. Instead of going back and forth via email or Slack to gather all necessary details, the agent leverages Tonkean’s Custom Form Agent to instantly generate a tailored intake form. The requester is guided to provide the exact information needed—such as vendor details, license type, and business justification. The form data is automatically routed to the right approval workflow, integrated with systems like Coupa or SAP Ariba (see procurement integrations), and tracked for compliance. This eliminates manual data entry and ensures every request is standardized from the start.
Legal operations often face requests that don’t fit standard templates—such as a new type of contract review or a unique compliance inquiry. With the Custom Form Agent, legal teams can dynamically generate forms that capture all necessary details for each specific matter. This structured intake is then orchestrated through Tonkean’s LegalWorks platform, ensuring the right legal experts are engaged, and all data is logged for future reference. Integration with tools like DocuSign, Ironclad, or Salesforce (legal tech integrations) is seamless, enabling end-to-end process automation without IT intervention.
IT teams frequently receive requests that require specific, structured information—such as provisioning access to a new tool or reporting a complex technical issue. Tonkean’s Custom Form Agent allows IT agents to generate a form tailored to the request’s context, collecting all required fields in one go. The structured data is then used to trigger automated workflows, update tickets in Jira or ServiceNow, and notify relevant stakeholders via Slack or Teams (Teams intake, Slack intake). This not only accelerates resolution times but also ensures complete and accurate information for every ticket.
Tonkean’s Custom Form Agent template is designed for enterprise operations teams who need agility, consistency, and integration in their intake processes. Whether you’re in procurement, legal, or IT, this solution enables you to orchestrate complex workflows, reduce manual work, and deliver a seamless experience for requesters. Get started with Tonkean today and transform how your organization handles structured data collection and intake orchestration.
Want to learn more? Explore our resources on intake orchestration, automation for people, and the business value of process orchestration to see how leading enterprises are leveraging Tonkean to drive operational excellence.
