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How Formt Is Different

Most workflow tools connect apps. Formt connects AI, email, data, and research into workflows that do the actual work.

One Subscription, Everything Included

Most workflow automation tools are connector hubs. They move data between third-party services. To build a real automation, you end up subscribing to the workflow tool plus an email service, an AI API, a web scraping tool, a PDF generator, and whatever else you need. Then you configure API keys, manage rate limits, and troubleshoot each connection separately.

Formt includes the tools themselves. AI text generation, email sending from your own domain, web research, web scraping, PDF processing, financial data, property data, Google Sheets, and social media posting are all built into the platform. You don't configure API keys or manage third-party accounts. You add a step, configure it, and it works.

What other tools treat as third-party integrations, Formt treats as built-in capabilities:

Email sending

  • Most tools require you to connect Mailchimp, SendGrid, or Gmail. Formt sends emails natively from your own domain, with built-in delivery tracking, bounce handling, and suppression lists. No external email service needed.

AI generation

  • Most tools require you to set up an OpenAI or Anthropic API key and manage your own billing with the provider. Formt includes AI text generation, structured output, email writing, and web research as built-in steps. Your Formt subscription covers the AI usage.

Web scraping

  • Most tools require a separate scraping service. Formt extracts content from URLs natively.

PDF processing

  • Most tools require external services for PDF generation or extraction. Formt creates, extracts, merges, and fills PDFs as built-in step operations.

Financial and property data

  • Most tools require you to find and subscribe to data APIs, then wire them up via HTTP request nodes. Formt includes stock data, SEC filings, and property lookups as built-in steps with typed output fields.

Build Visually, or Describe What You Want

Automation tools are only useful if you can actually build automations with them. Formt gives you three ways to get started, so you're never staring at a blank screen wondering what to do:

Visual editor

  • Drag steps onto a canvas, connect them with edges, and configure data flow in a sidebar panel. You see the entire workflow as a graph: which steps run in what order, where data flows, and where branches split. No code, no YAML, no JSON. If you can draw a flowchart, you can build a workflow.
How to Create a Workflow →

Templates

  • Start from a pre-built template covering marketing, sales, real estate, finance, legal, and operations. Templates aren't just empty scaffolding. They come with a strategy built in. AI prompts are written for the specific use case, email steps are configured with the right purpose and tone, data flows are structured to match real-world processes, and steps are ordered to reflect best practices. You're not just getting a wired-up workflow, you're getting an approach you can learn from and customize.
Browse Templates →

AI generation

  • Describe what you want in plain language: "Import leads from a Google Sheet, research each company with AI, write a personalized email, and send it from my domain." Formt's AI builds the workflow for you: steps, connections, field mappings, and configuration. Review it, adjust anything you want, and run it.
AI also works on existing workflows. Describe a change ("add a condition that skips leads with no email address") and the AI modifies the workflow in place. This means you can start from a template and refine it with natural language instead of manually reconfiguring steps.

AI That Does More Than Complete Text

Formt has multiple AI-powered step types, each built for a specific job:

AI Generate

  • Write prompts that reference upstream data. Output as plain text, HTML, Markdown, or structured JSON with custom fields. Choose between OpenAI and Anthropic models.
AI Generate Step Guide →

AI Email Generate

  • Purpose-aware email generation. Pick a purpose (marketing campaign, cold outreach, follow-up, newsletter, etc.) and describe the audience and goal. The AI generates a subject line and HTML body following best practices for that email type. Wire the output directly to a Send Email step.

Research Agent

  • An agentic search loop that issues multiple web searches, reads results, and synthesizes a brief with citations. Configure search depth, restrict to specific domains, and filter by recency. Return a narrative summary or populate custom structured fields.
Research Agent Step Guide →

Web Scrape

  • Fetch any URL and extract the content as Markdown, text, or HTML with page metadata. Feed the output to AI steps for analysis.
Web Scrape Step Guide →
AI isn't a single generic node. It's specialized for the actual tasks people automate.

Email Sending Built Into the Engine

Email in Formt isn't just "send a message." It's a complete sending infrastructure:

Send from your own domain

  • Register your domain, add three DNS records, and send from addresses like sales@yourdomain.com. Replies go to your inbox.
Set Up a Custom Sending Domain →

Delivery tracking

  • Track opens, clicks, bounces, and spam complaints for every email sent. Trigger follow-up actions based on engagement.
Send Email Step Guide →

Automatic suppression

  • Hard bounces, spam complaints, and unsubscribes are suppressed automatically. Your sending reputation stays clean without manual list management.
Managing Your Suppression List →

Warmup guidance

  • New domain? Built-in guidance walks you through a gradual warmup schedule so your emails land in inboxes, not spam.
This is the kind of functionality you'd normally get from a dedicated email platform: domain authentication, engagement tracking, list hygiene. In Formt, it's part of the workflow engine.

PDF Processing Without External Tools

PDFs are everywhere in business: contracts, invoices, reports, applications, tax forms. But most workflow tools can't touch them without a third-party service. Formt handles PDFs natively with five operations in a single step type:

Extract

  • Upload a PDF and pull out the full text content and form field values automatically. Feed the output into AI steps for summarization, classification, or data extraction.

Extract Structured

  • Define the specific fields you want (invoice number, total, line items, dates) and the step parses the PDF into those fields. No manual text parsing or regex needed.

Merge

  • Combine multiple PDFs into a single document. Useful for assembling report packages, combining generated sections, or bundling attachments.

Form Fill

  • Upload a PDF form template and fill it with data from your workflow. Generate filled W-9s, applications, or intake forms at scale. Optionally flatten the result to make it non-editable.

Create PDF

  • Generate a styled PDF from HTML content. Pair with AI Generate to create polished reports, proposals, or summaries from workflow data. Configure orientation and paper size.
These operations connect naturally to the rest of the workflow. Extract a PDF uploaded via a form, analyze it with AI, fill out a response form, merge everything into a package, and email it. All in one workflow, no external services.
PDF Step Guide →

Purpose-Built Data Steps

Beyond AI, email, and PDFs, Formt includes specialized steps for data that knowledge workers actually need. Each has typed output fields that connect directly to downstream steps:

Financial Data

  • Fetch current stock prices, market cap, and 40+ historical financial arrays (revenue, income, cash flow, debt) by ticker symbol.
Financial Data Step Guide →

SEC Filings

  • Pull audited financial data directly from SEC XBRL filings for any public company.
SEC Filing Step Guide →

Property Lookup

  • Look up property details, owner information, and features (bedrooms, square footage, pool, garage) by street address.
Property Lookup Step Guide →

Google Sheets

  • Read, write, look up individual rows, and update specific cells. Output schemas are auto-generated from column headers.
Google Sheets Step Guide →

CSV

  • Import CSV files into typed arrays for processing; export results back to CSV.
CSV Step Guide →
Each of these is a purpose-built step, not a generic HTTP request node where you configure headers, parse JSON, and handle errors yourself.

Structured Data, Not Just String Passing

Every step in Formt has typed input and output field sets defined by JSON Schema. When you connect steps, you're mapping named, typed fields, not just piping raw text between nodes.

This means:

  • The editor knows what data each step produces and can show you exactly what's available to map
  • Type mismatches surface at build time, not at runtime
  • AI steps can output structured JSON parsed into individual fields, not just a blob of text
  • Loop steps (For Each, Collect, Filter) understand array structure and item schemas
Data flows through the workflow as structured records, not opaque payloads.

Run On Demand or On Autopilot

A workflow you have to manually trigger every time isn't much of an automation. Formt lets you run workflows on demand when you need them, or schedule them to run automatically on a recurring basis: hourly, daily, weekly, or any custom interval.

On-demand runs

  • Click run, provide any required input (e.g., fill out a form, upload a file), and watch the workflow execute step by step. See exactly what each step produced, where data flowed, and whether anything failed.

Scheduled runs

  • Set a cron schedule and the workflow runs automatically at those times. Each execution creates its own run with full results you can review later. No external scheduler, no cron server, no additional tool to manage.

Form-triggered workflows

  • Workflows that start with a Form step pause and wait for user input before continuing. This lets you build workflows that combine human decisions with automated execution: an approval gate, a data entry step, or a review checkpoint mid-workflow.

Full run history

  • Every run is logged with its status, timing, step-by-step results, and any errors. When something goes wrong, the activity log shows you exactly which step failed and why, with the input data it received and the error it encountered.
The goal is that once a workflow is built and tested, you set it on a schedule and stop thinking about it. It runs, it logs results, and it only needs your attention when something changes.
How to Run a Workflow →

Built by a Team That Listens

Formt is built by a small team that ships fast and takes feedback seriously. If you have a question, an idea, or a use case that isn't covered yet, we want to hear from you. Reach out at support@formt.com. We read every message and it directly shapes what we build next.