Form Intake Agent with Codex

This is a deterministic job with a strict output: read the header row, append one row in your column order, normalise dates and phone numbers to the formats you named, post to Slack only when your criteria match. Codex is quick and dependable on concrete work like that, and the Sheets side is exactly the kind of API detail it handles cleanly. Every submission gets a row whether or not it makes sense.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

New response

Internal request form: new starter kit

Submitted 08:41. Request type: IT equipment. Site: Leeds head office. Who is it for: two new starters in payroll, both starting 1 September 2026. What do you need: two laptops, docking stations, and headsets. Needed by: 28/08/2026. Contact number: 0113 496 0182. Anything else: they share a desk, so one monitor arm each is plenty.

Aoife Brennan · a.brennan@northgatecare.co.uk

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Google Forms

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Google Sheets

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  4. Intake rules

    How your intake sheet is laid out - the exact columns in order, what belongs in each one, the labels you use for request types, and the date and phone formats you want. The agent writes every row to match this.

  5. Alert criteria

    Which submissions are worth interrupting someone for - the request types, urgency words, sites, or people that mean somebody should look now rather than at the end of the day.

  6. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  7. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

Exact columns, every time

A blank answer stays an empty cell and nothing shifts left, which is what keeps the filters and pivots built on that sheet alive.

Formats made consistent

Six ways of typing a date and a phone number missing its country code come out matching your rules, so the sheet is still searchable in six months.

Good to know

Before you fork

Will it reformat something it should have left alone?

It is told to normalise only dates, phone numbers, stray spaces and request type labels, and to leave the person's own wording untouched. That line is worth checking on the staged new starter request, where the date and the phone number are the parts being rewritten. A format that comes out wrong is almost always the format specified in your intake rules.

Other editions

Run it with a different agent

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Make it yours

Put Form Intake Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.