This month IndyForms got a lot smarter with AI. You can now connect IndyForms to Claude, ChatGPT, and other AI assistants. Indy AI can do even more, with new ways to keep your records tidy.
Connect IndyForms to AI assistants
IndyForms now connects to AI assistants like Claude through MCP, and you can find it in Claude's and ChatGPT's connector directories. Once connected, just ask questions in plain language. For example, "How many incident reports were created last month?" or "Share the Staff Induction Checklist with our new starter."
The assistant acts as you, so it can only see and change what your IndyForms account allows. Before making any changes to your data, it should tell you what it's about to do.
To get started, add the IndyForms connector to your AI assistant and sign in with your IndyForms account.
Please note: anything the assistant reads is handled under your AI provider's terms, not IndyForms'. Check with your privacy officer before connecting.
Copy a record (Duplicate records)
You can now duplicate a record to start a new one with the answers already filled in. It works even if the form has been updated since the original record was created: any fields that are still on the form carry across.
Archive records
Admins can now archive form records. Archived records leave your default main list, so it's easier to see what still needs attention, and nothing is deleted.
To find them again, filter your records by Archived or All.
Please note: only admins can archive or unarchive records. Archived records can't be edited or shared, only deleted. Unarchive a record first if you need to make changes.
Indy AI can do more!
Indy AI assistant built into IndyForms can now:
create new records
share forms with your team or external people
update due dates and re-share existing records
view and update rows in your datasets
view documents in your Documents
browse and preview Templates
Please note: Indy AI is available to admins on current plans. Each request uses some of your account's monthly AI credits.