AI Analysis
Formulr integrates artificial intelligence features to help you analyze and leverage your collected data.
Features
Automatic Summary
AI generates a concise summary of each response:
- Extracted key points
- Highlighted important information
- Synthesis of entered data
Sentiment Analysis
For free text fields:
- Tone detection (positive, neutral, negative)
- Identification of satisfaction points
- Alerts on negative comments
Entity Extraction
Automatic identification:
- People's names
- Mentioned companies
- Dates and amounts
- Geographic locations
Categorization
Automatic response classification:
- By theme
- By urgency
- By request type
Usage
On a Response
- Open the response details
- Click Analyze with AI
- The analysis displays in the side panel
Bulk
To analyze multiple responses:
- Select responses in the list
- Actions > AI Analysis
- A consolidated report is generated
Smart Summary
What is Analyzed
AI reviews all response fields and extracts:
- Identification information
- Expressed requests
- Points of attention
- Important numerical data
Summary Format
Response Summary #REF-2024-001
Requester: John Doe, ABC Company
Type: Quote request
Estimated amount: $15,000
Key points:
• Website redesign project
• Desired timeline: 3 months
• Budget validated by management
Attention:
• Urgent request mentioned
• Existing client (history detected)File Analysis
PDF Documents
AI can analyze uploaded PDFs:
- Text extraction
- Content summary
- Compliance verification
Images
For photos and scans:
- OCR (text recognition)
- Document type detection
- Key information extraction
Action Suggestions
Based on analysis, AI can suggest:
| Detected Situation | Suggestion |
|---|---|
| Urgent request | High priority recommended |
| High amount | Escalation to management |
| Missing information | Request additional information |
| Unhappy customer | Phone call suggested |
Configuration
Enable AI Analysis
- Settings > Artificial Intelligence
- Enable desired features
Available Options
| Option | Description |
|---|---|
| Automatic summary | Generates summary for each new response |
| Sentiment analysis | Enables sentiment detection |
| Entity extraction | Automatically identifies entities |
| Suggestions | Proposes recommended actions |
Automatic vs Manual Analysis
- Automatic: Analysis triggered on each submission
- Manual: Analysis on demand only
Workflow Integration
Use AI analysis in your workflows:
[New response]
↓
[AI Analysis]
↓
[If sentiment = negative]
→ [Alert support team]
→ [High priority]
[If amount > 50000]
→ [Notify management]Privacy
Data Processing
- Analysis performed securely
- Data not used to train models
- GDPR compliant
Limitations
To protect privacy:
- No analysis of sensitive data (health, religion...)
- Option to disable per field
- Anonymization possible
Current Limitations
- Primarily text analysis
- Supported languages: French, English
- Maximum 100 automatic analyses/day per campaign
Use Cases
Customer Service
- Automatic request prioritization
- Detection of dissatisfied customers
- Smart routing
Human Resources
- Application analysis
- Skills extraction
- Automatic scoring
Sales
- Lead qualification
- Potential estimation
- Opportunity detection
Next Steps
- Workflows - Automate with AI
- Export - Export analyses
- API & Webhooks - Integrate AI