No-code business process automation

Stop being the human middleware between your tools.

One workflow can pull data in, process it, generate the document, send the email, and log results to Sheets. Formt is the connective tissue between your tools. Set it up once and stop doing all of it manually.

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What Formt automates

Business process automation for operations teams

From data pipelines to approval workflows to client onboarding, Formt handles the repeatable operational work that eats hours every week. One workflow can connect every tool in your stack.

Spreadsheet cleanup and transformation

Import a CSV on a schedule, clean and transform each row with calculations, add derived columns, flag values that don't meet criteria, and export the processed data to Google Sheets or a new CSV.

Automated reporting

Pull data from multiple sources, run calculations to produce summary metrics, generate a styled PDF report, and send it to a distribution list on a schedule. Set it up once and it runs every Monday morning without anyone touching it.

Internal request and approval

Submit a request via a form, send high-priority requests for human approval first, notify the requester and team via Slack or email, and log every request to Google Sheets.

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.

Invoice and proposal generation

Take form input with client details and line items, run calculations to compute totals and taxes, populate a PDF template, review before sending, and email the document to the client.

Document merge and delivery

Combine multiple PDFs (signed contract, proposal, schedule of work) into a single packet, then email it to the recipient with a personalised cover note.

Connect every tool

Your stack, finally working together.

Operations work doesn't happen in one tool. It bounces between forms, spreadsheets, email, Slack, PDFs, and whatever else your team uses. Formt connects all of them in one workflow, with AI drafting, PDF handling, and approval steps built in. One workflow does what used to require half a dozen subscriptions.

Connects to spreadsheets, email, Slack, PDFs, and more.Pull from a Google Sheet or CSV, send via Gmail, notify in Slack, generate or extract PDFs, post to forms. Wherever your data lives or needs to go.

Pause any step for human review.Turn on review for any step that needs a person's approval before it runs. The reviewer sees what's about to happen, can edit it, and approves or rejects.

Run on a schedule or on demand.Trigger by clicking run, by a form submission, or by a recurring schedule at a set time.

Audit trail for every run.Every workflow run records what was pulled, what was generated, who approved what, and when. Full visibility into how every workflow ran.

Templates