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Understand how Formt works, explore step types, and get started building workflows.

What is Formt?

Formt lets you automate repetitive business processes by connecting AI, email, spreadsheets, social media, and more into visual workflows. Import contacts from a spreadsheet, research them with AI, send personalized emails, and track engagement, all without writing code.

Build workflows visually, run them on demand or on a recurring schedule, and monitor results in real time. Start from a template, describe what you want and let AI build it, or create your own from scratch.

Documentation

How Formt Is Different
Built-in AI, email, PDFs, research, and data. One subscription, no third-party plugins.
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How to Automate Repetitive Tasks
A fifteen-minute method for finding the repetitive work in your week and handing the right parts to Formt.
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How to Automate Email Outreach
Import contacts, generate personalized content with AI, send from your own domain, and track engagement.
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How to Automate Company Research
Search the web with AI, extract structured data, and build account briefs at scale.
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How to Generate PDF Reports
Collect data, generate content with AI, create styled PDFs, and deliver them by email.
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How to Send Emails from a Spreadsheet
Import a contact list from Google Sheets or CSV, personalize messages, and send from your domain.
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How to Automate Social Media Posting
Generate content with AI and post to LinkedIn, Facebook, and Slack from a single workflow.
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Create a Workflow
How to create a new workflow from scratch, from a template, or with AI.
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Process Form Submissions Automatically with a Workflow
Turn every form submission into automated action: notify your team, reply automatically, and track each response.
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Step Types Guide
Explore all available step types: what they do, when to use them, and how they work.
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Run a Workflow
How to execute a workflow, provide input, and schedule recurring runs.
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Set Up a Custom Sending Domain
Send emails from your own domain with DNS verification, warmup guidance, and troubleshooting.
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Understanding Workflow Runs
How to read run results, interpret step statuses, and troubleshoot failures.
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Managing Your Suppression List
Understand how addresses get suppressed, manage unsubscribes and bounces, and import or export your list.
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