Supporting Tool

Google Forms

A form for collecting consented screening answers or short accounts of a customer’s recent experience.

See when this tool can help, what to check first, and the work it supports.

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Best fit

Where it can help

  • Screening research participants against stated recent-experience criteria.
  • Asking a small set of open questions when a defined customer question remains unanswered.
  • Exporting responses for restricted, source-linked review.

Limitations

What to check first

  • A form response does not represent all customers or replace an interview or observed task.
  • Collect direct identifiers only through an approved contact route, and keep them separate from the research evidence record.
  • Check responder access, response-summary visibility, collaborator access, consent wording, and retention before sharing the form.
  • AIWorkDex does not host forms or collect responses. Use an approved account and access policy.

Pricing context

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Account access and advanced feature limits vary by workspace and plan.

Practices using this Tool

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Customer Research

Marketing

Sources

Read the sources for this tool

Check what the sources say about using it in these practices.

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