---
title: Form-triggered AI agent
slug: form-triggered-ai-agent
image: https://archbee-image-uploads.s3.amazonaws.com/oAyFj2GHlBeBVWF5OAir2/Sf7X5GzSkXOgLhLTghqXY_triggers-1.png
docTags: 
createdAt: 2026-03-19T11:04:02.126Z
---

This form-triggered AI agent scenario watches new form responses, and the agent replies to form questions in an email.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/_IIZrwrtlQZDXYhuycHGt_form-triggered-ai-agnet.png)

## Prerequisites

- A Gmail account 
- A Tally account 
- A Tally form configured with the following fields:
  - Your first name
  - Your last name
  - Your email 
  - Your question 
- A test form submission with your personal email address

While this example uses Tally, you can use any forms service.

## Step 1. Add a Watch New Responses module

The **Tally **> **Watch New Responses **module is a [webhook ](https://help.make.com/webhooks)that watches all new form responses. 

To add the **Watch New Responses** module: 

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In the Scenario Builder, click the giant plus. 
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In the app search, search for and click **Tally**. 
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Click the **Watch New Responses** module. 
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Click **Create a webhook**:

1. In **Webhook name**, name your webhook to identify it later. 
2. In **Connection**, select an existing Tally connection. Alternatively, click **Add **to create a new one and select **OAuth**. 
3. In **Form ID**, select the form that you created earlier.
4. Click **Save**.
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Click **Save**. 
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Click **Save **on the Scenario toolbar.
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Test the module:

1. Click **Run once** on the Scenario toolbar.
2. Click the output bubble to view your responses from the test form you submitted earlier. 
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You've now added a **Tally **> **Watch New Responses** module to your scenario.

## Step 2. Add a Run an agent module

To add the** Make AI Agent (New)**> **Run an agent **module:

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Click the plus icon next to the **Tally **> **Watch New Responses** module. 
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In the app search, search for and click **Make AI Agent (New)**. 
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Click the **Run an agent **module. 
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In **Connection**, select an existing AI provider connection from the dropdown or click **Add **to add a new one. 

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If you don't want to set up an account with an AI provider, select **Make's AI Provider**. 
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In **Model**, select a model from your chosen AI provider.
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In **Instructions**, describe who your agent is and what it does. You can copy-paste the below:

You are a friendly agent who answers general questions. Always use HTML for your answers.

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You request HTML here so that the agent provides its answers in an email in a structured format. 
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In **Input**, map the `Fields by ID: Your question` value from the **Tally **> **Watch New Responses** module, so the agent receives the question from the Tally form. 

::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/3WNKT2YXwfE9umZAjHfQH-20260210-172355.png" size="50" width="467" height="160" position="center" darkWidth="467" darkHeight="160" showCaption="false"}
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Click **Save**. 
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Click **Save **on the Scenario toolbar. 
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You've now added the **Make AI Agent (New)** > **Run an agent** module to your scenario. 

## Step 3. Add a Send an email module 

With the **Gmail **> **Send an email **module, the agent answers the form question directly to the user's email address. 

To add a **Send an email** module:

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Click the plus icon next to the **Run an agent **module. 
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In the app search, search for and click **Gmail**. 
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Click the **Send an email **module. 
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In **Connection**, select an existing Gmail connection from the dropdown or click **Add **to create a new one. 
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In **To**, click **Add recipient**.
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 In **Recipient email address 1**, map the `Fields by ID: Your email` value from the **Tally **> **Watch New Responses** module, so the agent replies to the email address specified in the Tally form. 

::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/a-LPEaFyTd9hLRpcUgjND-20260210-175703.png" size="50" width="479" height="196" position="center" darkWidth="479" darkHeight="196" showCaption="false"}
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In **Subject**, specify the subject of the agent's email reply, for example, "Thanks for your question!"
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In **Body type,** select **Raw HTML **from the dropdown. 
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In **Content**, map the `Response` value from the** Run an agent** module.  
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Click **Save**. 
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Click **Save **on the Scenario toolbar.
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Test the scenario:

1. Click the down arrow next to **Run once** on the Scenario toolbar. 
2. In **Scenario run**, select the previous scenario run to use its trigger data as test data. 
3. Click **Run once**. 
4. Check your email to see if the agent replied to your question. 
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You've now created a form-triggered AI agent  scenario.