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The Collect component gathers additional information from users during flow execution, when more data is needed to continue processing.

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Difference from Intake

Intake is the trigger that starts a flow. Collect gathers additional information partway through an already-running flow.

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Configuration

  • Fields group — build the form with Add group and Create manual field
  • Add attachments field — toggle; any uploaded documents get attached to this flow task
  • Assign to… — who fills out the form. Choose an assignment strategy (e.g. Round Robin) and use Add Users to build the pool of people it assigns from
  • Notify assignee in… — where the recipient gets the form link: Email, Slack, or Teams
  • Recipients / Subject / Message — for the notification
To make a Collect step conditional (only ask for more information in specific cases), put a Condition step before it rather than looking for a setting on the Collect step itself.

Intake

Initial data collection to start the flow

Agent

AI analysis that may surface a need to collect more

Approval

Request approvals instead of information

Assign Strategy

How assignment pools like Round Robin work