AI agents for Jotform
A Monmo agent works in Jotform like the office coordinator who processes every submission. It checks each one for missing answers and uploads, files a PDF copy in Google Drive, briefs whoever has to approve a request, matches payment submissions to Stripe or PayPal, and turns an old paper form into a Jotform with conditional logic. It asks before it creates, sends, deletes or refunds anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Jotform
Check each submission is complete
As submissions arrive it checks required documents, dates and signatures, marks the complete ones, and drafts a polite email to anyone who left the upload field empty or attached the wrong file.
AskCheck today's rental applications. For any with a missing ID or payslip, draft an email asking for it.
File a PDF of every submission
For an intake or inspection form it saves a PDF of each submission into the right client folder in Google Drive, named with the date and client, and lists anything it could not file.
AskSave a PDF of each new Intake form submission to the client's Drive folder, named date then surname.
Brief the approver
For purchase or leave requests it summarises each one in two lines, checks it against the budget sheet or policy you gave it, and flags the ones that need a closer look. Approving stays with you.
AskSummarise this week's purchase request submissions and flag any over budget or missing a quote.
Match payment forms to payouts
It compares paid submissions with the Stripe or PayPal transactions for the same days, lists anything that does not match and drafts the follow-up. Refunds always wait for your approval.
AskMatch last month's paid registrations in Jotform against Stripe and list any that do not line up.
Turn a paper form into Jotform
Give it the PDF or Word form people still print. It rebuilds the fields, adds conditional logic so people see only what applies, and shows you the draft before creating the form.
AskRebuild this PDF patient intake form in Jotform, hiding the insurance section for self-paying patients.
Keep the submissions table tidy
In Jotform Tables or Google Sheets it standardises names, phone formats and dates, merges duplicate submissions from the same person, and reports what it changed before saving.
AskClean the Volunteer sign-ups table: merge duplicates, fix phone formats and tell me what changed.
Retire forms nobody uses
It lists forms that have not received a submission in six months, notes which are still linked from your website, and proposes which to disable. Disabling or deleting asks first.
AskWhich of our Jotform forms have had no submissions this year, and which can we safely disable?
How it connects
- 1You connect your own Jotform account once, with your sign-in or an API key from your account settings. In a team workspace, the agent sees only the forms your user owns or that are shared with you.
- 2You choose which agents may use Jotform. An operations or admin agent processes submissions; a finance agent may need only the payment forms.
- 3Reading submissions, building PDFs on its own computer and drafting replies need no approval. Creating, editing or disabling a form, editing or deleting submissions, sending emails and any refund ask first.
More in Forms and surveys
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent process Jotform submissions for me?
Yes. A Monmo AI agent reads each submission as it arrives, checks it for missing answers and attachments, files it where it belongs and prepares the next step, such as a reply, a CRM record or a summary for an approver. It works through the Jotform connection, or in its own browser when the connection does not cover something.
Can it create PDFs from Jotform submissions?
Yes. It can save a PDF for each submission, named the way you choose, into the right folder in Google Drive or Dropbox. Jotform has its own PDF tools too, and the agent can use them in its own browser. Saving to a folder you share with others asks first.
Can the agent approve requests that come in through Jotform?
It prepares them; you decide. For each request it writes a short summary, checks the amount or dates against the budget or policy you have shared, and flags anything unusual. The decision is yours, and recording it in Jotform or emailing the requester waits for your approval.
Is it safe to let an AI agent handle payment forms?
Money moves only when you say so. The agent can read paid submissions, match them against Stripe, PayPal or Square and point out gaps, but refunds, voids and changes to payment settings always show a card for your approval. Card numbers are handled by the payment provider, not stored in the submission the agent reads.