Personalized onboarding paths. Simpler form launches.
This month’s updates help you get started faster and keep your workflows running smoothly.
Tailored Onboarding Based on Your Goals
Every firm comes to Trisk with a different priority—some want to automate workflows, others need to streamline document collection, or track progress in real time. That’s why we rebuilt our onboarding experience to adapt to your goals, so setup is faster, guidance is more precise, and early wins come sooner.
With this update, new users experience a tailored journey that reflects their priorities from the very first step.
What’s New
Choose Your Goal, Get the Right Flow
New users can now select a primary goal upfront (e.g., Client Onboarding Automation, Process Automation, Contract Management).
The onboarding flow adjusts dynamically based on this choice.
See Value Immediately
After choosing a goal, you’ll see a visual summary of what you’ll get once onboarding is complete.
Simplified Menu and Interface
First-time users now see a clean, beginner-friendly layout.
Want more control? Just click “Advanced Interface” at the bottom of the menu to switch to the full power view. You decide how much detail you need.
Trish AI Step-by-Step Assistance
Trish AI guides you based on your selected goal—asking tailored questions, offering previews, and helping you get started faster.
Preview First, Then Launch with Confidence.
Not sure how your form will look or behave? Use the “Send to Me” button to test it—just like your clients will experience it.
Once you’re happy with the result, send it to one or many recipients with bulk sending options, personalized links, and automated reminders.
Let OCR Fill in the Form
Skip the manual typing. With OCR paired with AI, your recipients won’t need to enter details from scratch. Trish scans uploaded documents and automatically pre-fills fields like names, dates, IDs, and more—directly on the form.
This saves time, reduces errors, and makes the form easier to complete from the very first step.
Activity Tracking Built In
You’ll receive email alerts when a recipient submits a form, receives reminders, and other status updates—each with direct links to the Activity History.
Multiple updates are grouped into a single email for clarity.
Easy Contract Management
For Contract Management flows, the platform guides you step by step—from uploading files and marking up fields to setting recipients and sending your documents.
You’ll always know what’s next, with no risk of missing a step.
Personalized Demo Call Scheduling
Some goals deserve expert guidance right from the start. If your goal is Process Automation, CRM-like onboarding, or Email Tracking—we’re here to help.
Within the onboarding flow, you can book a one-on-one call with our team to walk through best practices, review your setup, and ensure you’re confident before going live.
Why It Matters
You shouldn’t have to figure out how to get value from a platform—we’ll show you.
This new onboarding experience helps you:
- Start with clarity, not guesswork
- Get a more tailored experience from day one
- See value immediately
- Use the right tools based on your role or use case
- Scale confidently—from one form to full automation
Whether you’re launching a single intake form or managing an entire client lifecycle, onboarding now feels intuitive, purposeful, and built for how your firm works.
Clearer Form Actions: “Mark as Ready” and “Launch as Survey” buttons
In Trisk, building structured forms has always been straightforward. Now, we’ve made the final step even easier by renaming two key actions and adding helpful tooltips to guide you with more confidence.
What’s New
We’ve updated the action buttons in the Form Builder to improve clarity:
“Submit” is now “Mark as Ready”
Use this when your form is complete. It will be marked as ready for use in workflows or Surveys and saved under Studio → Forms.
“Launch as Survey”
Click this to start collecting responses by sending the form as a Survey. It works for both internal and external participants: clients, team members, or guest users.
Tooltips
Hover over each button to see a short explanation.
Why It Matters
Clear, well-labeled actions reduce hesitation and help teams move faster without training or second-guessing.
One click. Total clarity.
Want to go deeper into what else Trisk can do? Check out:
- AI that Think Like Your Team – Input your company’s policies, guidelines, and key processes once—Trish AI will use that knowledge to deliver smarter, more accurate results across forms, workflows, reviews, email triage, and other AI-driven tasks.
- Email Triage with Trish AI – Reclaim 200+ Hours/Year per Employee
- Pre-Fill Forms from Email Attachments – AI automatically detects attachments in incoming emails, extracts the data using OCR, and pre-fills the correct form – all in one seamless automated step.
