Aline's agentic intake turns request workflows into active AI-powered processes. Instead of just collecting information and waiting for a team to manually triage it, Aline AI reads the intake, reviews attached vendor materials, decides what work is needed, completes low-risk steps automatically, and routes higher-risk items to the right legal, security, privacy, compliance, or procurement owner.
Overview
With agentic intake and workflows, you can:
Build reusable, easy-to-configure intake forms for any request type
Give AI plain-language instructions for what to do at each phase of a workflow
Let AI complete low-risk tasks automatically and assign higher-risk ones to the right reviewer
Run privacy and security checks in parallel to reduce bottlenecks before legal review
Launch the process from Aline, Slack, Microsoft Teams, or a public launch page
Step 1: Find or Create a Template
Head to Templates in Aline. You'll see the request process templates already set up for your team — for example, a Vendor Review template.
You and your team only need to set up a template once, then you can reuse it every time that type of request comes in.
Step 2: Build the Intake Form
Every template supports customizable, easy-to-build intake forms. On the left, you configure the questions; on the right, you see a live preview.
For a vendor review, a typical intake form asks:
What's the purpose of the software or service?
Does the vendor access our systems?
Is personal data shared?
What's the due date?
(Optional) Upload the vendor's agreement or policy documents
Drag and edit fields to change what's asked — the form preview updates as you go. For a fuller walkthrough, see Building an Intake Form, Step by Step.
Step 3: Add AI Tasks to Workflow Phases
A typical workflow has multiple phases — for example, Intake, Initial Review, Legal Review, and Signature. You can add agentic AI tasks inside any phase.
Click into a task to write plain-language instructions telling AI exactly what to do every time the workflow runs. For example:
Privacy review task: "Read the intake form and incoming vendor documents. If the answer to the personal information sharing question is yes, assign this task to our privacy expert for review. Otherwise, complete the task — no privacy review is required."
Security review task: "Read the intake form. If the vendor has access to our systems, assign this task to our security reviewer for a security teardown."
💡 You can mention specific users, the intake form, and documents directly in a task's instructions. Support for mentioning AI playbooks and other assets in task descriptions is not yet available.
⚠️ Conditional assignment must point at a named user. You cannot conditionally assign a task to a signatory placeholder role. For the routing patterns that are supported, see Conditional Routing & Advanced Workflow Logic.
Step 4: Launch the Process and Fill Out the Intake
Launch the process from Aline. As an example, when onboarding a vendor for customer success software, a user would fill out the intake — purpose, system access, personal data sharing, due date — and upload the vendor's terms and policy document.
Aline prevents users from launching until all required intake fields are filled out.
Where a process can be launched from today:
In Aline — from Templates
Slack — see Aline AI is Now in Slack
Microsoft Teams — the Teams assistant installs workspace-wide and is available to members immediately
A public launch page — a shareable URL for people who do not have an Aline account. Open the template, click the settings icon at the top right (do not click Launch) and enable the public launch page.
Email intake is not yet available.
Who Can Launch and Submit
Launching a workflow requires at least a Basic seat, because workflows use AI. This applies in Aline, in Slack and in Microsoft Teams.
Viewer seats cannot launch a workflow and cannot attach a document through the web-based intake form. Use a public launch page for people without a seat.
Anyone who has to approve a task needs a Basic seat as well.
See Account Types in Aline (Admin, Full, Basic, Viewer) for the full breakdown.
Step 5: Let AI Run the Workflow Tasks
Once the process launches, you'll see the queued tasks running. Aline AI reads the attached documents, analyzes the incoming request, and works through each task according to your instructions — often running privacy and security checks at the same time.
For each task, AI:
Reads the document and the task instructions
Adds a comment explaining its reasoning
Either completes the task automatically (for example, when the intake indicates no personal data is shared) or assigns it to the reviewer named in your instructions
To finish a task assigned to you, open it and click Mark complete.
⚠️ When AI assigns a task to someone, that person gets view rights only. If they also need to redline or edit the document, add them to the workflow explicitly as a collaborator — conditional routing does not do this for you.
After the privacy and security tasks are resolved, the process routes to legal review, where your team and AI work the task together.
Other Improvements
Resizable AlineSign fields: All fields in AlineSign are natively resizable, so you can adjust signing and non-signing boxes to fit smaller or tighter layouts.
💡 Best Practices
Write task instructions the way you would brief a colleague — state the condition, who to assign to, and what to do otherwise.
Put privacy and security checks in the same phase so they run in parallel.
Give anyone who must act on a task a Basic seat before you launch, not after.
Use a public launch page for requesters outside your Aline workspace.
📚 Related Articles
🎯 Summary
Agentic intake and workflows let you:
Turn any request process into a reusable, AI-powered workflow
Automatically triage requests based on risk, without manual review of every intake
Run privacy and security checks in parallel to speed up legal review
Configure it once — intake form and AI task instructions — and reuse it across vendor reviews, procurement, compliance, and legal approvals
❓ Need Help?
Click the Support button in Aline to reach our team.