Note
This feature is in open beta. Manually opt in to Connected Workflows AI Template Builder beta through Feature Management.
One of the barriers for fleets and physical operations to digitize forms and workflows is the upfront time investment needed to turn paperwork into digital replicas. With AI Template Builder, you can automatically recreate any PDF document into a digital form in minutes.
Some examples of forms you can recreate with AI Template Builder include:
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Bill of Lading (BOL) legal documents with load content item descriptions, quantities, and weights
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Accident reports with witness details, such as name, contact information, and permission to contact
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Work orders with tasks, materials, and worker assignments for a job
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Inspections and audits that require logs of issues, maintenance tasks, or compliance checkpoints
To automatically recreate a PDF document into a digital form, perform the following workflow:
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From the Samsara dashboard, select Forms > Templates.
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Click + Create in the top right corner and then select Create a template with AI.
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Upload the PDF document you want to turn into a template, then click Generate.
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Review the AI-generated form template draft and make any desired changes.
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Click Save in the top right corner.
All saved templates are instantly viewable as digital forms by all users in your organization in the Samsara Driver App.
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