Automate any workflow

Build powerful automation pipelines with AI, data integrations, and custom logic. From property reports to financial screening — connect the dots and let Formt handle the rest.

Look up property details, run financial calculations, generate an AI summary, and email a PDF report.

How it works

Three steps to automate anything.

1

Design

Drag and drop steps onto the canvas. Connect them with edges to define your data flow.

2

Configure

Define schemas, map fields between steps, and set up AI prompts and integrations.

3

Run

Execute workflows on demand or on a schedule. Monitor progress in real time.

Built-in integrations

Every step type you need, from AI generation to data exports.

Form

Collect user input with dynamic forms built from JSON Schema.

AI Text Generate

Generate text or structured data using LLMs.

Property Lookup

Instantly look up property details by address.

Financial Data

Fetch real-time stock data and financial metrics.

Calculate

Run arithmetic, statistics, and custom expressions.

HTML to PDF

Convert HTML content into downloadable PDF files.

Send Email

Send emails with dynamic subjects and HTML bodies.

Import CSV

Import CSV files and process each row in parallel.

For Each

Loop over arrays and run steps for each element.

Google Sheets Export

Export processed data directly to Google Sheets.

PDF Extract

Extract structured data from uploaded PDF documents.

SEC Filing

Pull XBRL financial data from SEC filings.

Built for every industry

Pre-built workflow templates for the most common use cases.

Ready to automate?

Start building workflows in minutes. No credit card required.

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