How do I create a new form?

Question

Accepted Answer

In the sidebar, tap **+ New Form**.

Press the microphone button (⌘+.) and describe your form naturally. SaySheet understands conversational language and automatically creates your form structure.

SaySheet is designed to make data entry easy for you. Speak naturally. Don't overthink it, conversational language works best. You can even say things like "make a multiple choice field with the 30 most common types of expenses for an auto body shop" and SaySheet will create that for you.

Here are some tips to help.

## Basic Structure

Your form is connected to a tab in a Google Sheet.

Every Item you enter in SaySheets is connected to a column.

In SaySheet, we give columns rules so the AI can accurately transform data we say into reliably formatted data in a spreadsheet cell.

When forms are submit, a new row of data is added according to your form configuration.

## What's in a form?

1. **Form name** (optional)
2. Column Names (aka Form Item, you can use natural language to call this a question or field and SaySheet will understand)
3. [Types](/faq/what-field-types-are-available) (phone number, multiple choice multi-select question, etc)
4. Description (some Item Types, like open text input have a ⚡️; that means you can add a [custom prompt](/faq/what-are-ai-extraction-prompts) to further transform how data is written)
5. Settings (required, hidden, etc.)

Describe your form using natural language.

If you say things out of sequence, SaySheet will still understand but the more structured your input, the higher fidelity the output.

## Naming Your Form
You can say things like:

- "Name this form **Did you love us?**"
- "Call it **Customer Feedback**"
- "The form title is **Lead Gen for ACME Corp**"

## Adding Items
Each form item is a column in your connected Google Sheet. You can call it a form item, question, field, or column and SaySheet will understand.

Just name the item - SaySheet infers the type:

- "Name" → [Name field](/faq/field-type-name) (proper case)
- "Email" → [Email field](/faq/field-type-email) (validated)
- "Phone number" → Phone field (formatted)
- "Notes" → Text field

### Types
There are over 20 [Item Types](/faq/what-field-types-are-available). These are pre-configured data types. SaySheet is designed to extract, transform, validate and input data specifically format to the given data type. So when a user dictates a sentence that contains a sloppily worded phone number, SaySheet will transform that into a standardized format in your Google Sheet.

Here are some common examples:

**Text & Identity:**

- "Name" → Proper name
- "Email address" → Email
- "Phone" → Phone number
- "Company name" → Title case
- "Notes" or "Comments" → Sentence

**Numbers:**

- "Age" or "Quantity" → Integer
- "Price" or "Amount" → Decimal
- "Rating from 1 to 10" → [Likert scale](/faq/field-type-likert-scale) (1-10)
- "Star rating 1 to 5" → Star display (⭐⭐⭐⭐⭐)

**Yes/No:**

- "Approved" or "Yes/no question" → [Boolean](/faq/field-type-boolean) toggle

**Choices:**

- "Status with options pending, complete, cancelled" → [Dropdown](/faq/field-type-multiple-choice)
- "Select multiple from option A, B, C" → [Multi-select](/faq/field-type-multi-select) checkboxes

**Dates & Times:**

- "Birthday" or "Date" → [Date picker](/faq/field-type-date)
- "Appointment time" → Time picker
- "Timestamp" → Auto-capture current time

## Item Descriptions
In addition to the pre-configured Item Types, you can add custom instructions to some Types. These Types (like open text input) are denoted with a ⚡️ icon.

The Description you input here is also included as a [prompt](/faq/what-are-ai-extraction-prompts). So when users submit this form, you can instruct SaySheet to input to the Google Sheet tab in a specific way (ie: ALWAYS USE CAPS).

## Item Settings

For each Form Item, you can access the Settings by tapping on the overflow (triple dot) menu on the right hand side. You can also use voice commands to toggle those Settings on or off.

### Make a Field Required

- "Email is **required**"
- "Make name **mandatory**"

### Hide a Field from Users

- "**Hide this field**"
- "Date and time, **hide that field**"
- "Don't show this to users"

**Use case:** Auto-capture timestamp or form ID without showing it

### Hide Field Description

- "**Don't display that description** to users"
- "**Hide the description**"

**Use case:** Keep internal notes private

## Examples

### Simple Contact Form

_"Create a contact form with name, email which is required, phone, and message"_

**Result:**

- Form: "Contact Form"
- Fields: Name, Email* (required), Phone, Message

### Event Registration

_"Event signup. First field is attendee name, then email that's required, then will you attend yes or no, and dietary restrictions"_

**Result:**

- Form: "Event Signup"
- Fields: Attendee Name, Email* (required), Will You Attend (boolean), Dietary Restrictions

### NPS Survey with Hidden Field

_"Call this **Customer Satisfaction**. First question is NPS score, rating 1 to 10, use stars, and hide this field. Then comments."_

**Result:**

- Form: "Customer Satisfaction"
- Fields: NPS Score (1-10 stars, hidden), Comments

### Expense Tracker

_"Expense tracker. First is revenue or expense yes/no. Then amount in dollars as decimal. Then time field, hide that field. Last is notes."_

**Result:**

- Form: "Expense Tracker"
- Fields: Revenue or Expense (boolean), Amount (decimal), Time (hidden), Notes

## Tips for Best Results

1. **Speak naturally** - Don't overthink it, conversational language works best
2. **Be explicit** - Say "required", "hide", "star rating" when you need them
3. **Mention choices clearly** - "Options are X, Y, and Z" or "Choose from A, B, C"
4. **One form per recording** - Describe all fields in a single voice input for best accuracy

## Common Patterns

|You Say|SaySheet Creates|
|---|---|
|"Name"|Name field (proper case)|
|"Rating 1 to 5"|Likert scale (number)|
|"Star rating 1 to 5"|Likert scale (stars ⭐)|
|"Email is required"|Email* (validated, required)|
|"Hide this field"|Field with hidden_from_user: true|
|"Options are A, B, C"|Dropdown (A, B, C)|
|"Yes or no"|Boolean toggle|
|"Timestamp, hide it"|Auto-timestamp (hidden)|

## Editing After Creation

- **Click any field** to select it
- **Press mic button (⌘+.)** to [edit with voice](/faq/how-do-i-edit-form-fields-using-voice)
- Say things like: "Make this required", "Change type to email", "Hide this field"

You Say	SaySheet Creates
"Name"	Name field (proper case)
"Rating 1 to 5"	Likert scale (number)
"Star rating 1 to 5"	Likert scale (stars ⭐)
"Email is required"	Email* (validated, required)
"Hide this field"	Field with hidden_from_user: true
"Options are A, B, C"	Dropdown (A, B, C)
"Yes or no"	Boolean toggle
"Timestamp, hide it"	Auto-timestamp (hidden)