Creative Request Form
Creative teams drown in vague requests. No more 'can you just design something cool?' This form forces requesters to thi...
3 steps
9 fields
2 automations
Marketing requests
Client intake form workflow for Tallyfy
Gather project requirements before starting design work
Vague project briefs lead to scope creep and disappointed clients. This intake form captures business goals, target audience, brand preferences, required features, budget range, and timeline so you can quote accurately and deliver what clients actually want.
5 steps
2 fields
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Web Design Project Client Intake Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Web Design Project Client Intake Form
Please complete this intake form to help us understand your web design project needs. This information ensures we can deliver a website that meets your business goals, brand requirements, and budget.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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