Peak Automations / Intake template
Law firms, consultancies and agencies need the same details and documents for every new request, and still something is often missing at the first call. This template reads the request, starts a fixed intake checklist and creates the tasks for it. Whether you accept the engagement is your decision.
For which occasion?
Change the trigger. The preview next to it reacts instantly.
Edit all texts and details ↗Test the automation locally ↗
Peak AutomationsLocal demo with sample dataread concern, company and deadline with an AI step, add them as a note to the contact and start the “Check intake” workflow.
Stays in this browser. Nothing is sent, nothing is saved automatically.
Your sample automation
JSON file for your local draft. Not an import into Peak Automations.
01 / Anatomy of the automation
The trigger is the incoming request. The steps read the details, create contact and company and start the checklist. The check says what a person looks at.
When the “New request” form is submitted in Peak Forms
read concern, company and deadline with an AI step, add them as a note to the contact and start the “Check intake” workflow.
Context → Details → Next actionThe trigger says when the automation starts.
Test run with a sample request. Extracted details are a suggestion; a person checks them in the workflow.
Test the flow in the preview directly above.
02 / Three entries
Choose how new requests reach you. The checklist behind it stays the same.
Another example replaces the current demo draft.
Your intake form on the website.
„When the “New request” form is submitted in Peak Forms“
5 details · Company + TimingThrough the connected Typeform connection.
„When a response to [intake questionnaire] arrives in Typeform“
4 details · CompanyE-mails with the subject “Request”.
„When an e-mail with the subject “Request” to [office@example.com] arrives in Gmail“
5 details · Company + Phone03 / Move on deliberately
In Peak Automations you describe the flow in one sentence or pick the template. Peak checks connections and permissions, shows the flow as boxes and arrows, and you start a test run. Only then do you activate it. Every change becomes a new version, and the run history explains in plain language what happened.
Your context, your details and your next action — as one connected draft.
Please fill in the draft texts before you take them along.
Stays in this browser. Nothing is sent, nothing is saved automatically.
No. The template collects details and creates tasks. A person decides on conflict checks and acceptance.
Through a form in Peak Forms, a response in Typeform or an e-mail in Gmail, each through your own connection.
No. Every e-mail to the outside goes through your connected mailbox and waits in the Inbox for your confirmation. Risky steps also need an owner or admin approval.
