If you have existing compliance forms saved on your computer (e.g. PDFs or Word Documents), the AI Form Builder is a great way to easily generate your form, and populate it with the relevant form fields, saving you from creating compliance forms from scratch.

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Beta Information

At the moment, the AI Form Builder is live to all clients in a Beta phase. Once this phase is finished, this will be a paid feature.

How it works

1. Create a custom form within AroFlo with the relevant form settings
2. Use the AI Form Builder to try and replicate as close as possible the form design and fields from an existing form you've uploaded from your device
   1. (optional) If the result of what you've uploaded is not quite matching your existing document and it will take a long time to edit the fields to match your upload, retry the upload but use a different AI model. Retry this process as needed until the result of your upload requires as little editing as necessary.
3. From the result of your upload, edit the form fields and settings as necessary to match how your uploaded form should work.

Create your form

Before using the AI Form Builder to populate your form fields, you first need to create your form within the relevant category, including filling out the form's settings, and (optional) adding checklist items to it and linked forms/documents. See Custom Forms - Form Categories and Custom Forms - Create a custom form for more information.

Upload your form

Once your form has been created, we can now use the AI Form Builder to design the form and customise the fields.

Using the categories, locate the form you want the AI Form Builder to populate fields for and click Edit under the Fields column Alternatively, if you're in the form's settings, click Form Fields to access the form's fields Click Upload Form at the top right and either drag and drop your file into the box or click choose file to select a file from your device to upload. Supported upload file types include .pdf, .docx, .jpeg, .jpg, .png, and .webp. Each file can be up to 24 MB in size.   (Optional) If necessary, add custom instructions for the Form Builder, e.g. 'do not use checkboxes’ or ‘create a new row for each field.’ (Optional) Click Advanced to choose your preferred AI model. By default, Google Gemini 2.5 Pro will be used. See below for more information. By default, the AI Form Builder will clear all current fields and replace them with newly-generated ones. If you don't want it to do this, untick the Clear and regenerate form fields box. Use case This can be helpful if you are trying to incorporate multiple uploads into the one form.   Submit. If you are replacing form fields, you will have an additional confirmation prompt. The AI Form Builder will generate form fields based on the uploaded document in the background. Once completed, the fields will display.

Finalise your form

Once your compliance form fields have been generated, compare the form fields and the settings with your original form to ensure everything works as expected. If necessary, add, edit, or delete fields as needed. See Custom Forms - Build your form / Edit form fields for more information. Remember to Save your form once finished.