Use cases/Product + growth

Research Intake

Screen and qualify research participants automatically.

The problem with research screening

  • Screener forms miss important context
  • Participants game checkbox criteria
  • Can't assess fit without a pre-call
  • Scheduling unqualified participants wastes time

How NativeForm fixes this

  • Conversational screening adapts to answers
  • Qualification scoring based on actual responses
  • Follow-up questions probe deeper on key criteria
  • Structured data for segment filtering

Describe it. AI builds it.

Tell NativeForm what you need. It generates the right questions. When users struggle to answer, AI helps them go deeper to give you richer, more complete responses.

You say

"I need a research participant screening form"

NativeForm generates
  • What's your current role?
  • How long have you been doing this?
  • How often do you use [product category]?
  • What's your biggest challenge with current tools?
  • When are you typically available for a 30-min call?

Smart Fields: insights, not just data

Define what you want to extract. AI reads each response and computes actionable fields: sentiment, urgency, categories, scores. No manual tagging, ever.

Qualification score

Prompt: Rate fit 1-100 based on role, experience, and engagement

Response says

"Senior PM, uses tool daily, has clear pain points"

89
Segment

Prompt: Best interview type: new user, power user, churned, prospect

Response says

"Been using the tool for 3 years, knows every feature"

power user

Checkbox data vs real insights

AI helps users articulate what they really mean. The result: responses you can actually act on.

Traditional research screener
Role: Senior PM at fintech startup
Experience: 7 years
Tool usage: Yes
Pain points: Reporting takes too long
Availability: Tue/Thu afternoons
NativeForm intake
Role: Senior PM at fintech startup
Experience: 7 years, 3 in current role
Tool usage: Uses daily for sprint planning
Pain points: Reporting is manual, takes 2hrs/week
Availability: Tuesdays/Thursdays 2-4pm
Qualification score: 89 (Smart Field)
Segment: power user (Smart Field)

Now, act on it

This is where it all comes together. Smart Fields become triggers. Route urgent issues instantly. Alert the right team based on sentiment. Update your CRM with qualified leads. All automatic, all based on AI understanding.

Make
n8n
New application
Add to participants sheet
If Qualification score ≥ 80AI
Send Calendly invite
If Qualification score < 50AI
Send decline email
If Segment = power userAI
Route to senior researcher

Works with 1000+ apps via Make, n8n, and Zapier

+ more

Ready to transform your research intake?

Request early access and tell us about your use case. We'll help you set up a form that actually works.

Request early access

The early access form is built with NativeForm.