Appointment prep · Website helpers · Customer service
Give clients a checklist for the first meeting, from their matter
Visitors describe their matter, typed or as a voice note. The wizard turns it into a checklist: which documents to bring and which questions will come.
- Duration: ≈ 1 min
- Cost: low cost
- Text
- Document (PDF, Word)
From the first prompt to the workflow
Documents are often missing at the first meeting. Let visitors describe their matter, typed or as a voice note, and turn it into a checklist: what to bring and which questions we will ask.
This is how you describe the task, once. engenty builds the workflow from it. With the template it is already there, and you adjust it by chatting.
- Duration
- ≈ 1 minfrom start to result, with 3 inputs from you
- Cost
- low cost
- Needs
- Writes text
- Understands voice notes
What you get
- ChecklistPDF · MD
What the wizard replaces
- TodayThe email “please bring the following documents”With the wizardThe checklist fits the matter and is made without anyone at the office spending time on it.
- TodayThe intake form with thirty fieldsWith the wizardA description in one’s own words is enough, as a voice note too.
- TodayThe first meeting where half the documents are missingWith the wizardClients come prepared, and the meeting starts with the substance.
What it is made for
- Law firms and tax advisers
- Consultancies with a first meeting
- As a template for preparing any appointment
Website helpersCustomer serviceInquiries & bookingsProfessional services
What engenty wizards is
Describe a task that keeps coming back, once, in a sentence. engenty builds a wizard from it: an AI workflow that asks one question per page and does the work in between, from a quote as a PDF to an edited video ad.
Works with the AI you already pay for
On your computer engenty runs on the AI you already pay for: Claude, ChatGPT, Gemini, Cursor or a local model through Ollama. In the cloud it runs on your credits.
Runs in the cloud, or on your computer
Sign in and build in the browser. Or install it with one command on macOS or Linux, signed in to the same account; your files stay with you.
Share it, or put it on your website
Send a wizard as a link, or show it on your website with one line. Customers, colleagues or visitors fill it in; you get the finished result.
Instead of an AI skill or a saved prompt
A skill or a prompt leaves the asking to whoever sits in front of the chat. A wizard asks every time in the same order, checks the answers and hands over finished files: PDF, Word, Excel, images, video.
Replaces
- Custom GPTs and prompt collections
- Copying back and forth between ChatGPT and Word
- Intake forms like Typeform or Google Forms
- Templates you copy and rewrite by hand