Closot Requests has supported intake through chat messages and email since launch. Today we are adding a third channel: customizable web forms that anyone in your organization — or outside it — can fill out to submit a request directly into your Closot workflow.
This means you can create a dedicated intake form for IT support tickets, design requests, content review queues, procurement approvals, or any other structured request type, share the link, and have submissions flow straight into your boards as triaged tickets.
Use cases that teams are already building
IT support forms. Your IT team creates a form with fields for issue type (hardware, software, access), urgency level, description, and affected systems. Employees bookmark the form URL. When they submit, a ticket appears on the IT team's kanban board, pre-categorized and ready for assignment.
Design request forms. Product managers and marketers submit design requests through a form that captures project name, deliverable type (social asset, landing page, product illustration), deadline, and a brief. The design team's sprint board receives the ticket with all context attached — no more digging through chat threads to find the original ask.
Content review forms. Writers submit drafts for editorial review through a form that includes the document link, target publish date, audience, and review type (copy edit, fact check, full rewrite). The content team sees submissions in a calendar view organized by publish date.
From form to ticket — automatically
When someone submits a web form, the response becomes a ticket on your designated board. But it does not just land in a generic backlog. The Closot AI Agent can auto-triage incoming submissions: reading the form fields, applying labels based on request type, estimating priority based on urgency indicators and the submitter's role, and routing the ticket to the correct sub-teamspace or assignee.
For example, an IT support form submission mentioning "laptop won't boot" gets labeled as Hardware, marked High priority, and assigned to the on-call technician — all before a human looks at it. A design request for a social media asset gets labeled Creative, marked Medium priority, and added to the next sprint's backlog.
Chat notifications on every submission
When a new form submission arrives, the relevant team gets a chat notification in their mapped channel. The notification includes the submitter's name, request type, priority (if auto-triaged), and a direct link to the ticket on the board. Team leads can react with an emoji to claim the ticket or use the Closot AI Agent in chat to reassign it — all without leaving their messaging app.
You can also configure notifications for the submitter. When their request moves from Backlog to In Progress to Done, they receive a direct message or email update automatically through Closot's automations engine.
Dashboard tracking for request volume
Every form gets a companion dashboard that tracks submission volume over time, average resolution time, tickets by category, and backlog size. Use the dashboard in leadership reviews to identify bottlenecks, justify headcount, or demonstrate the team's throughput. The dashboard pulls from the same linked database that powers the board, so numbers are always current.
Marketplace form templates
Not sure how to structure your form? The Closot Marketplace has pre-built form templates for the most common request types: IT helpdesk, design intake, content review, bug reports, procurement requests, and employee onboarding. Each template comes with recommended fields, triage rules, and a matching board layout. Install one in a few clicks and customize from there.
Building a form
To create a web form, navigate to any board and click Add intake form from the board menu. The form builder lets you add text fields, dropdowns, file uploads, date pickers, and multi-select options. Each field maps to a property on the ticket it creates. Set required fields to ensure submissions have enough context for your team to act.
Once published, you get a shareable URL. Embed it in your internal wiki, pin it in a chat channel, or add it to your company's intranet. Submissions work without requiring the submitter to have a Closot account — making forms ideal for cross-organizational intake where external stakeholders need to submit requests.
Web forms for Closot Requests are available today on Team and Enterprise plans. If your team has been managing intake through scattered chat messages and forwarded emails, give forms a try — the structure alone will save hours every week.