Automate the repetitive.
Decide what matters.
Formt runs the routine work that eats your week so you can focus elsewhere. No expertise, no big changes, just results.
What Formt automates
The repeatable work, off your plate.
Every business has its own version of repeatable work. Formt is flexible enough to handle whatever yours looks like, in one platform.
Lead follow-up
Point Formt at a contact list from HubSpot, a Google Sheet, or a CSV. The AI agent researches each lead, scores them against your criteria, and drafts a personalised email per contact. You review the batch before anything sends.
Invoice chasing
Formt pulls overdue invoices from Xero, drafts a personalised reminder for each one, and pauses for your review before sending. The awkward part of getting paid, finally off your plate.
Contract data extraction
Upload a contract PDF, pull the key fields (parties, dates, obligations, governing law, termination clauses) into a spreadsheet. Run across a batch of contracts in one workflow.
Client onboarding
Welcome a new client with a personalised email and an optional welcome pack PDF, notify the relevant team member via Slack, and log the onboarding to Google Sheets.
Month-end reporting
Pull the P&L from your accounting data, generate a plain-English commentary on revenue, margins, costs, and net profit, and render to PDF. Board-ready in one run.
Social publishing
Describe a post idea, and AI drafts tailored variants for Facebook, LinkedIn, and Instagram. You review the batch, and Formt spaces them out across the week, publishing each on its platform at the right time.
How it works
Set up the routine once, and Formt runs it from there.
How Formt compares
Not another tool to learn.
One that actually works for you.
Most automation tools were built for technical users, or for teams with the budget and time to figure them out. Formt was built for everyone else.
What you get
Everything you need. Nothing you don't.
Other automation platforms brag about 9,000+ integrations and hundreds of features you'll never touch. Formt strips it back to what actually matters.
Building takes minutes
Start from a template built for your use case, or let Formt's AI assemble the workflow based on your description. Every step sits on a visual canvas, so you can see exactly what will happen and in what order.
Plugs into your existing tools
Pull overdue invoices from Xero, contacts from HubSpot, or rows from a Google Sheet. When a run finishes, the results land back in your inbox, your Sheet, or Slack, right where you'll actually see them.
Runs on your schedule
Put a workflow on a schedule and each run picks up whatever is new since the last one: overdue invoices, fresh leads, new rows in a Sheet. Forms kick off a run the moment someone submits.
You approve what matters
Turn on review for any step and Formt pauses when it's your call to make. Everything waiting on you collects in the Task Manager: one place to approve, edit, or reject before the workflow carries on.
Full audit trail on every run
Every step of every run records what was pulled, what was generated, who approved it, and when. If a workflow hits a problem, you hear about it from Formt, not from a customer.
Every feature before you pay
Sign up free and try Formt on your real work, with nothing held back for higher tiers. No credit card, no time limit, no trial that expires out from under you.
More from every hour
Keep up with businesses ten times your size.
Bigger teams run on more tools, more hours, and more people. Formt gives smaller teams the same reach from one platform. It fits the work you already do, replaces the stack, and frees hours for the work only a person can do.
Made for the work you actually do
A lot of what your business runs on is fairly straightforward. Chasing an invoice, generating a document, pulling a report. Formt automates that with simple steps. When a workflow does benefit from AI, like drafting a personalised email or reading through a contract, it drops right in.
One tool doing the work of a stack
A bigger team's toolkit is usually a CRM, an ops tool, a marketing platform, and a reporting tool. Every one is another monthly bill, another interface for someone to learn, and another system to keep integrated with the rest. Formt puts that whole toolkit in one place: one tool to learn, one subscription to run, the same work getting done.
Cover more ground with the team you have
Small teams run out of hours before they run out of ideas. Follow-ups, reporting, invoice chasing, onboarding: recurring work like this piles up and burns through hours you'd rather spend elsewhere. Formt runs it in the background, so those hours go into the work only your team can do.
See for yourself