Matrix

Control Block format When the agent uses it Person's effort
Simple answers
Short text field short_answer One-line fact: a name, a number, a city One line
Long text area written_response Open question needing more than a sentence A few sentences
Code / technical paste code_reference Paste an error, a snippet, or a config value Copy-paste
Number field number A numeric answer with a unit (years, kg, USD), optional min/max Type a number
Choosing from a list
Radio group single_choice Pick exactly one; 6 or fewer options One tap
Dropdown single_choice Pick exactly one; more than 6 options, or config says dropdown One tap
Checkboxes multiple_choice Pick any number; multiple answers are valid A few taps
Rank list rank Order items by preference or priority Drag to reorder
Yes / No buttons yes_no A binary question; two fixed Yes/No buttons, no agent options One tap
Structured data
Mixed form structured_form Several related facts in one block: text, selects, dates, checkboxes Fill several fields
Date or time picker date_time A date, a time, or both at once Pick from calendar
Location field location An address or place name Type an address
Schedule picker schedule Book a time slot via a scheduling link Click a link
Conversation text communication A message the agent will send on the person's behalf Write or edit a message
Files and media
File upload file_upload Any document or data file the agent needs to work with Find and attach a file
Photo or video upload media_upload An image, audio clip, or video the agent needs Attach media
Download and return download_return Agent gives a template; person fills it out and uploads it back Download, fill, re-upload
Actions and decisions
Link to visit external_link Person must go to a URL and optionally confirm they went Click a link
Review and approve review_approve Agent needs a yes-or-request-changes decision on a piece of work Read the work, choose
Confirm correct confirm_correct Person must confirm a fact or statement is true before work continues Read and check a box
Agreement agreement Person must read and accept terms before the agent proceeds Read and accept
Document to read config.document on review_approve or agreement Agent lays a document (headings, paragraphs, bullets, images) in front of the person before they decide. On review_approve, the Approve button is gated behind an "I have read this" tick. PDF is deliberately not supported. Read, tick, then act
Signature signature Typed name as a consent record Type a name
Payment approval payment_authorize Person must authorize a charge before it goes through Review amount, check a box
Access and identity
Connect an account connect_account Agent needs an OAuth connection to a third-party service Authorize a connection
Grant access grant_access Agent needs credentials, API keys, or login details Locate and paste credentials
Invite or share invite_share Person must send an invitation so the agent can do its work Click and send

Specimens

One live example per format. All 25 blocks listed. Data uses a wedding-planning flavor to match the current live walkthrough. Nothing here files anywhere.

Short answer

short_answer
1 Short answer Guest count Required

How many guests are you planning for? Include both sides of the family.

Written answer

written_response
1 Written answer Vision for the day Required

Describe the feeling you want guests to walk away with. Tone, style, any details that matter to you.

Yes or no

yes_no
1 Yes or no Are you 18 or older? Required

This confirms you meet the age requirement for the venue.

Number

number
1 Number How many guests are you planning for? Required

A whole number is fine. You can adjust it later.

guests

Choose one — radio group (6 or fewer options)

single_choice
1 Choose one Ceremony style Required

Which best describes what you have in mind for the ceremony itself?

Choose one — dropdown (more than 6 options)

single_choice + display: dropdown
1 Choose one Typical age range of guests Required

Most guests will fall in this age range. This helps with catering and music choices.

Choose any

multiple_choice
1 Choose any Reception extras Required

Check everything you want included in the reception quote.

Put in order

rank
1 Put in order What matters most to you Required

Drag to put these in order from most important to least. The top item gets the most budget attention.

  1. Photography
  2. Food and drink
  3. Venue
  4. Music
  5. Flowers and decor

Form

structured_form
1 Form Venue details Required

Fill in what you know. Leave blank anything you haven't decided yet.

Date and time

date_time
1 Date and time Ceremony start time Required

When does the ceremony begin? Include the date and the exact start time.

Location

location
1 Location Reception venue address Optional

Exact address or the name of the venue if you've already chosen one.

Schedule

schedule
1 Schedule Venue walkthrough call Required

Pick a time for the 30-minute venue-options call. The agent will attend with you.

Conversation

communication
1 Conversation Message to the caterer Required

Channel: email. The agent will send this on your behalf. Edit it to match your tone before sending.

File upload

file_upload
1 File upload Venue contract draft Required

Upload the draft contract the venue sent you. The agent will flag any non-standard terms.

Up to 10 files, 50 MB each. Every file is hashed.

Photo or video

media_upload
1 Photo or video Inspiration photos Optional

Upload any photos that show the look and feel you are going for. The more you share, the better the brief.

Up to 10 files, 50 MB each. Every file is hashed.

Download and return

download_return
1 Download and return Guest list template Required

Download the guest list template, fill in the names and dietary needs, then upload it below.

Download template

Link to visit

external_link
1 Link to visit Confirm the venue listing Required

The agent found this listing. Visit the page to confirm it is the right venue before work continues.

Open the page

Review and approve

review_approve
1 Review and approve Wedding website draft Required

The agent has drafted the wedding website. View the draft and either approve it to go live or ask for changes.

View the work

Review and approve (with document)

review_approve + config.document
1 Review and approve Wedding website scope Required

Read the scope below. Once you confirm you have read it, you can approve or ask for changes.

Wedding Website Scope

What is included

Five pages: Home, Our Story, Schedule, RSVP, and Registry. Mobile-friendly layout. One round of edits after your review.

  • Home page with hero photo and welcome text
  • RSVP form with guest count and dietary note
  • Registry links to your three registries

Timeline

The agent will deliver the draft within three business days of your approval. Edits will be turned around within 24 hours.

Book of Houses logo sample image

Confirm

confirm_correct
1 Confirm Budget ceiling Required

The agent will only work within the budget you approved. Please confirm it is correct before work begins.

Total budget ceiling: $28,000

Agreement

agreement
1 Agreement Vendor cancellation policy Required

Before the agent books the photographer, you must agree to the studio's cancellation policy.

Cancellations made more than 90 days before the wedding receive a 50% refund of the deposit. Cancellations within 90 days forfeit the full deposit. Date changes made more than 60 days ahead are subject to availability at no penalty.

Signature

signature
1 Signature Sign the proposal Required

Type your full legal name as it appears on the contract. This acts as your electronic signature.

Payment approval

payment_authorize
1 Payment approval Photographer deposit Required

The photographer requires a 30% deposit to hold the date. Authorize the charge to let the agent proceed.

Amount: $960 (30% of $3,200)

Connect an account

connect_account
1 Connect an account Connect your email calendar Required

The agent needs read access to your Google Calendar to check for conflicts before booking vendors.

Grant access

grant_access
1 Grant access Wedding website login Required

Paste the editor login for your wedding website. The agent will make the approved changes and then remove itself from the account.

Invite or share

invite_share
1 Invite or share Add the agent as a collaborator Required

Add [email protected] as an editor on your shared planning document so the agent can update the timeline.

Open the document

Code reference

code_reference
1 Code reference Venue booking reference number Optional

Paste the booking reference or confirmation code from the venue's system.