Formaloo Operations Intelligence: Collect, Understand, Act
Describe the goal. Formaloo OI’s agents collect the information, make the decisions and automate the work.
You approve every step.
Trusted by amazing teams at
Turn every answer into the next action.
From building forms and generating documents to collecting eSignatures, Formaloo has you covered. Take your productivity a step further with Formaloo OI, designed to help any team easily incorporate AI into their workflows.
AI-powered form builder
Build beautiful, smart forms in seconds. Describe what you need and Formaloo AI generates a fully functional form with logic, fields, and styling, ready to deploy.
✓Conditional logic & smart branching
✓AI field suggestions & auto-layout
✓Multi-step forms with progress tracking
Automated workflows
Agents that analyze information, prepare content, communicate, update records, and move processes forward. Conditional routing, approvals, assignments, escalations, notifications, and service-level tracking.
Explore →E-signatures & Documents
SmartDocs, customized PDFs, proposals, agreements, reports, and legally binding eSignatures.
Explore →Client & team portals
Build branded portals for clients or employees. Granular access permissions and all your data in one organized hub.
Explore →Dashboards & analytics
Real-time dashboards built from your form data. Filter, segment, and visualize without exporting to a spreadsheet.
Explore →Custom AI agents
Start with the outcome, not a blank canvas. Formaloo OI turns your goal into a structured plan, builds the connected process, tests it end-to-end, and lets you improve it through conversation.
Explore →Built for the teams running the world.
Describe what should happen. Formaloo plans and builds the forms, logic, approvals, messages, documents, permissions, agents, and integrations as one connected process.
HIPAA-ready forms for modern care teams.
Patient intake, consent forms, referrals, and staff workflows, all in a secure, compliant platform that connects with your existing EHR and scheduling tools.
HIPAA-compliant data handling
Patient intake & triage forms
Consent & release forms with e-signature
Staff credentialing & scheduling forms
Auto-generated medical record PDFs
Multi-location access controls
“As the Director of Business Systems for the UK's largest home care company, selecting the right tool to manage our form requirements was a critical decision. After a thorough market evaluation, we chose Formaloo, and the results have been nothing short of impressive. In summary, Formaloo has proven to be a reliable and user-friendly solution for our form management needs.”
Client intake to delivery, in one place.
Run your entire client-facing operation from Formaloo. Onboarding, briefs, approvals, contracts, streamlined with automation so you spend less time chasing.
Client onboarding & intake forms
Brand brief & creative brief templates
Approval workflows with e-signature
White-labeled client portals
Project scoping & proposal forms
Lead qualification, lead enrichment, and CRM routing
“Formaloo has a variety of built-in templates that save us time in creating forms. Its folder-level access management lets us share data securely, and integration with PayPal and Stripe allows for seamless payments. The platform helps us effectively collect data and customer feedback, and the built-in analysis tools are invaluable for understanding this information.”
From reservations to guest satisfaction.
Streamline the entire guest journey; reservations, orders, event bookings, staff feedback, health & safety checks, and real-time reporting across locations.
Registration & onboarding
Reservation, & event booking forms
Guest feedback & review collection
Staff health & safety checklists
Allergen disclosure & consent forms
Multi-location reporting dashboards
“We use Formaloo for event registrations, internship applications, guest interview questionnaires, awards applications, course registration documentation verification, and customer support. Love Formaloo's ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Coming from Typeform, the transition was extremely easy. The functionality is basically the same, but the forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other system. Formaloo makes them really easy.”
Smarter systems for schools and universities.
Registration, enrollment, assessments, parent communication, HR, and student feedback, Formaloo powers the full administrative and academic lifecycle.
Student enrollment & registration forms
Quiz & assessment builders
Parent & guardian communication forms
Staff HR & evaluation workflows
Course feedback & NPS surveys
Scholarship & grant applications
“We’ve been using Formaloo for more than a year to organize our logistics needs. The access management features of Formaloo helped us a lot to not only manage our team and inventories but also not to worry about ex-team members and unauthorized accesses.”
Keep distributed teams aligned & updated.
When your team spans time zones, async coordination is everything. Formaloo replaces scattered threads and email chains with structured forms, portals, and automated handoffs that work while you sleep.
Async check-ins & standup forms
Remote onboarding & equipment request flows
Team pulse surveys & morale tracking
Cross-timezone approval workflows
Centralized portals with role-based access
Automated Slack & email notifications
“I primarily use Formaloo for forms, and it works great for my agency with multiple clients. I like that it allows setting up sub-accounts, giving each client a private workspace. Their support has been fantastic for us over the last 5 years as well. I have had myself and my entire team able to reach them easily and get quick resolutions under all circumstances.”
The power of custom software. Without the cost or wait.
Enterprise teams use Formaloo to replace legacy tools and custom-built internal apps, with full SSO, audit logs, RBAC, and dedicated support. Deploy across thousands of users with the governance your org demands.
SSO / SAML 2.0 & SCIM provisioning
15+ permission levels, sub-teams & multi-tenant
Custom SLA & 99.9% uptime guarantee
Dedicated Customer Success Manager
On-premise & private cloud deployment
Unlimited workspaces, members & forms
“As an enterprise customer, we're glad to use Formaloo for the courier onboarding process at Bolt. We actually use Formaloo for many other initiatives as well.The logic feature, custom validation, custom CSS, and especially custom domain made the onboarding process way smoother than before.”
Proven, recognized, and trusted
See how organizations across industries use Formaloo to save time, collect better data, and serve their people.
“Patient intake used to take over 20 minutes and slow down our entire clinic. With Formaloo, patients now complete everything in under five minutes before they even arrive. Our staff finally spend their time caring for patients instead of chasing paperwork, and the entire check-in process runs smoother across all our locations. It’s made a noticeable difference for both our team and our patients.”
“Client onboarding used to live across emails and messy spreadsheets. We replaced it with a branded portal in Formaloo, and now clients actually complete the brief the first time.”
“We run reservations, registration forms, and post-event surveys through Formaloo. Everything is in one place, and our event feedback scores improved almost immediately.”
“We replaced 6 different tools for registrations, assessments, approvals, and parent forms with Formaloo. It helped our admin team save at least 20 hours a week.”
“We automated our onboarding flow, offer letters, equipment requests, policy sign-offs. New hires are fully set up before day one with custom automatic emails and our portal.”
An award-winning platform. Loved by customers.
Rated 4.7/5 on average by our customers. Discover why Formaloo is the trusted solution for your needs.
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Keep your stack. Connect the work.
Formaloo OI sits on top of Salesforce, SAP, Google Workspace and your own databases, so teams keep the tools they trust and gain one place to operate.
Google Sheets
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Outlook
Slack
Zapier
HubSpot
Salesforce
Stripe
Airtable
Dropbox
Monday
Notion
Google Calendar
Mailchimp
Make
Asana
Jira
Google Drive
Active Campaign
Calendly
Intercom
Build tools as easy as playing with legos!
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See how others use Formaloo
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How food & hospitality brands streamline operations with Formaloo
How food and hospitality teams use Formaloo to connect forms, workflows, and operational data across locations for better visibility, consistency, and coordination.
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We're no longer a form builder: Introducing Formaloo OI
We started by helping businesses collect information. Today we're announcing Formaloo OI, the intelligence layer that runs their entire operation, and a company restructure into four businesses.
Start fast with templates
Hit the ground running with these ready-to-use free form templates.
‘‘Formaloo is incredibly easy to use. We built multiple projects, from satisfaction surveys to consent forms, and our team relies on it every day. The dashboard is intuitive, notifications keep everyone informed, and collecting signatures is easy.’’
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Proof, not pilots.
+1,000,000
Daily active forms and apps in 100+ countries
4.7/5
Average rating from +1,000 customer reviews
19 hours/week
Average saved time for every team per week
“Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.”
“There are many many things that can be done with Formaloo. I like the idea of not be limited to something in specific. It helps me to make developments with no code.”
“Formaloo is a super flexible survey/app building tool that allows the easy creation of apps. In fact, what I like most are the templates - they really showed me new ways of how to make use of type of software!”
“What I like the most about Formaloo is that you can make custom forms. Formaloo is great for making forms and surveys and managing the collected data.”
“Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.”
“Formaloo is a great form & survey builder for agencies as each client can be given permissions/access for each individual form. Also, each form can have it's own CNAME! No other form builder that I know of has this feature. Not only that, but they have all the features I would expect from a form builder.”
“Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it to survey my clients, to better understand them.”
“Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.”
“Formaloo is versatile in the ways it can be used. From a simple contact form all the way to an app with multiple results that interacts with other software in your business. It's easy to use and has a very quick way to get your forms and apps built. Many of the apps I created took under a day to build.”
“It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.”
“Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients”
“Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.”
Choose how to get started
Self-serve
Build on your own
Free forever. No credit card required.
✓ AI-powered form builder
✓ Automated workflows
✓ E-signatures & Documents
✓ Client & team portals
✓ Dashboards & analytics
✓ Start fast with templates
Concierge service
Get extra support
In a focused discovery session, we’ll map the current process, identify where AI and Formaloo OI can create measurable value, and outline a practical path to production.
✓ Agent-first platform with a forward-deployed team
✓ EU-hosted by default
✓ Data residency, private-cloud, and self-hosted deployment options
✓ Designed to support GDPR, HIPAA, and PCI DSS requirements