IndyForms

IndyForms is a digital forms, document management and compliance platform that helps organisations replace paper processes and stay audit-ready. This connector lets Claude work directly with your IndyForms account, so you can ask questions of your form data and handle routine admin from a conversation. With the IndyForms connector, Claude can: - Find and summarise your form records - Share forms and records with staff, clients and other recipients - Set and track due dates, and manage action items - Create new records and link you straight to them in IndyForms - Browse and manage your document library - Print records to PDF - Work with your datasets Claude acts as the signed-in user and only sees what that user can see in IndyForms. Claude checks with you before changing data or sending emails. Requires an IndyForms account. Some features, such as action items, depend on your subscription. Form answers and form design are completed in IndyForms itself, and Claude will link you straight to the right place.