Formaloo 5 · Keynote · October 28, 2026
Describe one process. Formaloo OI turns it into a secure AI system that runs it, and our team builds it with you.
Business intelligence tells you what happened. Operations intelligence makes the right thing happen.
01 · Collect
Requests arrive by email, WhatsApp, calls or your CRM. The Intake Agent turns each one into one clean record, merges it with what you already have, chases what's missing and sends it to your system of record.
02 · Decide
A decision model built into Formaloo. Describe the rule in plain language and it picks options, scores records and answers yes or no, with a confidence score. People approve any change to the process.
03 · Build
Write your goal in one sentence. Formaloo OI asks the questions a good consultant would ask, shows you the full plan, then builds the forms, routing, messages and access rules. Test it before it goes live.
04 · Act
Starting with Formaloo 5, workflows are agents. Start from a prebuilt agent for a common process, change it to fit yours, or build your own.
05 · Anywhere
Create, brand and publish forms from a chat in Claude or ChatGPT. The Formaloo MCP also connects Cursor and other AI tools, free on every plan.
06 · Inside
Everything in the right place: email and PDF templates in the sidebar, a command palette to jump anywhere, and a new Integrations page.
Formaloo OI follows your rules, keeps a record of every action and never trains on your data.
Agents propose, and people approve. Formaloo records every action, and permissions decide what each agent can see and do.
Formaloo works with Google and Anthropic under zero data retention. Customer data is never used to train models.
Workspace admins can turn off every AI feature at once. Your setup stays in place and simply stops running.
E-signatures that meet eIDAS, ESIGN and UETA, with signer verification by email code and a full audit trail.
Single sign-on with Descope and Azure, passwordless login for portal users, reCAPTCHA and AI-powered anti-phishing.
Version history with rollback, plus automatic anonymization of personal data on the schedule you set.
Decide who can view, edit or manage each workspace, folder, project and its data, by role, team or person. The same access control runs across all of Formaloo.
Run Formaloo on your own servers, your intranet or AWS in any region, including OpenShift. Your security controls, your backups and updates on your schedule.
Designed to support GDPR, HIPAA and PCI DSS, with database encryption, retention rules you set and a data processing addendum for enterprise customers.
For complex processes, our team works inside your operation. We map the people, systems, rules and exceptions, then build backward from the one number you want to move.
01 · Free
We map how the process runs today and where AI should take it over.
02
A written design of your system: forms, routing, decisions, agents and permissions.
03
We build it in your workspace, test it with your team and take it live.
04
We keep tuning it after launch. It's done when your number moves, not when a feature ships.
Partner networks, IT teams, care providers and global marketplaces already run their processes on Formaloo.
“Each workflow saves us 3–7 emails per engagement, streamlining communication and keeping everything organized in one place. Formaloo has been an invaluable tool for helping us build backend systems for the schools we partner with. From CRMs to teacher evaluations, internal workflows, and website forms, we're using this powerful platform across multiple parts of our organization. This platform has truly been a game changer for our team.”
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“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.”

“Formaloo centralizes and standardizes our client data capture, ensuring GDPR compliance with offline forms and consent logging. It segments data storage by client, simplifies audit document compilation, and reduces the potential risks associated with scattered paper forms and spreadsheets.”

“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.”

Be on an active paid plan before November 15 and your account gets free AI credits for a full year, with unlimited usage.
Formaloo OI (Operations Intelligence) is the AI at the core of Formaloo 5. Describe a process in plain language, and it builds and runs the system behind it: forms, decisions, agents and permissions. Business intelligence tells you what happened. Operations intelligence makes the right thing happen.
Most tools stop at collecting data, and your team does the rest by email and spreadsheet. Formaloo collects, decides and acts in one secure system, keeps every action on the record and lets people approve what matters. For complex processes, our team builds it with you. Over 40,000 teams in more than 100 countries use Formaloo.
Anyone who owns a process: operations, program and department leaders, and the teams who do the work. No developers needed. Universities and school networks, healthcare and care providers, agencies and global marketplaces already use it. Start free on your own, or bring a complex process to our team.
Describe your process in one sentence. Formaloo OI asks the questions a good consultant would ask, shows you the plan, then builds the forms, routing, messages and access rules. You test it before it goes live. Once it runs, it collects requests from email, WhatsApp, calls or your CRM, makes the routine decisions and acts on them, while people approve any change to the process.
Formaloo 5 is rolling out now and reaches every workspace over the coming weeks. The new dashboard is already live for everyone.
Every customer with an active paid account before November 15 gets free AI credits for a full year, with unlimited usage.
No. Formaloo works with Google and Anthropic under zero data retention, and customer data is never used for training.
Yes. Workspace admins can turn off every AI feature with one switch. Your existing setup stays in place and stops running until you turn it back on.
Describe it in a sentence. For a simple process, we show you how to build it now. For a complex one, our team follows up with a free process review.