Whiteglove.SI
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Turn a form into the next action, and a booking into a meeting.

A form can start more than a list of responses. Configure its submission as a workflow trigger, route the details to a person, and offer the right booking path after review. Native Meeting Rooms offer instant, scheduled and permanent rooms for the conversations that follow.

Book a guided demoSee the product experience
  1. Design

    Ask for the right details

    Start from a form, survey, or popup form, or describe the information to collect and refine the draft.

  2. Automate

    Give the submission a route

    A form-submitted trigger can start an agent workflow that looks up the contact and prepares a staff task or other configured action.

  3. Follow through

    Review, then offer the right time

    Staff can inspect the submission and task before connecting the request to a meeting, appointment, class, rental, or room. Native video rooms can host the conversation.

A form is the beginning, not the handoff.

One configured journey can collect the details, start an agent workflow, prepare a staff review task, and offer the right kind of booking after a person checks the request.

Forms · Describe what you want to collectStart with the details that matter.“A planning-session request with team size, preferred date, and goals.”
SI can help draft the form.Brief
Or pick a form type to start from scratch
  • FormsStandard multi-field form
  • SurveyMulti-step survey
  • Popup FormTriggered contact capture
F
Planning intake flowAgents & Workflows · Draft · Inactive
TriggerForm submitted

Planning session request

ContactFind or create contact

Match the submitted details

Staff actionCreate review task

Owner: Events team

Staff review precedes any message or booking.

F
Planning session requestsForms · View Submissions
  • Morgan Lee

    Team planning · 8 people · Oct 24

    Review task
  • Alex Rivera

    Strategy session · 5 people · Oct 29

    In review
Selected submissionMorgan Lee

“We need a room for eight people to plan the next quarter.”

  • Preferred dateOctober 24
  • Team size8 people
  • Next stepReview availability
Workflow taskCheck a room for eight

Events team

Ready for review
Calendars · BookablesWhat are you booking?

Pick the type that fits best. The details are configured with your team.

  • ✓
    Meeting1:1 calls and consultations
  • ✓
    AppointmentService bookings
  • ✓
    Class / GroupMulti-person sessions
  • ✓
    RentalEquipment or assets
  • ✓
    Space / RoomVenue or room reservations
  • ✓
    StorefrontOne page for several offers

For Morgan’s request: review a Space / Room bookable and staff availability before confirming anything.

  1. 01
    Start with what you need to know.

    Choose a form, survey, or popup, or describe the intake you want to build with SI assistance.

  2. 02
    Make submission the starting signal.

    A form-submitted trigger can start an agent workflow. The workflow looks up the contact and prepares a staff task.

  3. 03
    Give staff the answer and the action.

    The submission stays reviewable while the task names an owner and the decision that person needs to make.

  4. 04
    Choose the right kind of booking.

    After staff review, connect the request to the appropriate meeting, class, rental, or room. No availability is promised in advance.

MEETING ROOMS · INSIDE CALENDARS

A place to meet, built into the work.

Open an instant meeting, schedule one for later, or create a permanent room with a friendly link. Keep the room close to your booking and contact workflow instead of sending people to another tab.

Video meetings and recording are usage-based. Live calling, recording, transcripts and summaries should be confirmed in your own account before replacing an existing meeting service.

Meeting RoomsCalendars · Meet, book and follow through · 3 ways to start
Meet in your workspace.

Choose the room that fits the conversation.

Instant meetingScheduled meetingPermanent room
START NOW · Room previewInstant conversation

A room is ready when your team needs to talk. Open a room when the conversation is ready.

Open room
Meeting RoomsCalendars · Meet, book and follow through · 3 ways to start
Meet in your workspace.

Choose the room that fits the conversation.

Instant meetingScheduled meetingPermanent room
PLAN AHEAD · Room previewPlanning session · Thursday

A meeting space paired with a confirmed time. Give a confirmed appointment its own meeting space.

View schedule
Meeting RoomsCalendars · Meet, book and follow through · 3 ways to start
Meet in your workspace.

Choose the room that fits the conversation.

Instant meetingScheduled meetingPermanent room
RETURN ANYTIME · Room previewTeam office hours

A familiar link for conversations that happen again. Use a friendly link for recurring conversations.

Copy room link
  1. 01 Instant
    When a conversation needs a room now.

    Move from a contact or team discussion into an instant room. The room stays in the same connected workspace.

  2. 02 Scheduled
    When a confirmed booking needs a place to happen.

    Schedule a meeting room alongside your calendar and booking flow, so the person and your team have the same place to meet.

  3. 03 Permanent
    When the same people need to return.

    Give a recurring conversation a permanent room with a friendly URL. Share the link in the process where people already work.

See how forms and booking connect
From one step to the next

The experience carries the context.

This example shows a form-triggered workflow: submission, contact lookup, staff review task, and an appropriate bookable option. Meeting Rooms can be opened instantly, scheduled, or given a permanent link. Video and recording minutes are usage-based; confirm the live meeting experience during implementation.

See communications and growth

Build the right version for your work.

We’ll map your existing tools, choose the experiences that matter, and help your team put them to use.

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Have a question about your next step?