Formaloo 5 · Keynote · October 28, 2026

Introducing Formaloo OI

Describe one process. Formaloo OI turns it into a secure AI system that runs it, and our team builds it with you.

40K+
Teams worldwide
100+
Countries
1M+
Daily active forms and apps
4.7/5
Average rating from 1,000+ reviews
What's new

Everything new in Formaloo 5.

Business intelligence tells you what happened. Operations intelligence makes the right thing happen.

01 · Collect

The Intake Agent

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

Formaloo Decisions One

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

Describe it. Formaloo OI builds it.

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

Formaloo Agents

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

Formaloo in Claude and ChatGPT

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

A new dashboard

Everything in the right place: email and PDF templates in the sidebar, a command palette to jump anywhere, and a new Integrations page.

Trust

Agents propose. People approve.

Formaloo OI follows your rules, keeps a record of every action and never trains on your data.

Every action on the record

Agents propose, and people approve. Formaloo records every action, and permissions decide what each agent can see and do.

No training on your data

Formaloo works with Google and Anthropic under zero data retention. Customer data is never used to train models.

AI off, in one switch

Workspace admins can turn off every AI feature at once. Your setup stays in place and simply stops running.

Legally binding e-signatures

E-signatures that meet eIDAS, ESIGN and UETA, with signer verification by email code and a full audit trail.

Secure sign-in

Single sign-on with Descope and Azure, passwordless login for portal users, reCAPTCHA and AI-powered anti-phishing.

Undo any change

Version history with rollback, plus automatic anonymization of personal data on the schedule you set.

Full access management

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.

Self-hosted option

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.

Compliance-ready

Designed to support GDPR, HIPAA and PCI DSS, with database encryption, retention rules you set and a data processing addendum for enterprise customers.

Built with you

Bring one process. Our team builds it with you.

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

Process review

We map how the process runs today and where AI should take it over.

02

Blueprint

A written design of your system: forms, routing, decisions, agents and permissions.

03

Deployment

We build it in your workspace, test it with your team and take it live.

04

Optimization

We keep tuning it after launch. It's done when your number moves, not when a feature ships.

Customers

Proof, not pilots.

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.”

Heather Lloyd
Executive Director, Concordis

“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.”

James Roberts
Director of Business Systems & Analytics, City & County Healthcare Group

“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.”

Mark Murphy
Senior IT Infrastructure & Data Compliance Specialist

“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.”

Hossein Babini
Global Head of Marketplace Operations, Bolt

A full year of AI credits, on us.

Be on an active paid plan before November 15 and your account gets free AI credits for a full year, with unlimited usage.

FAQ

Questions about Formaloo 5

What is Formaloo OI?
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How does Formaloo work?
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When does Formaloo 5 reach my workspace?
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Can we turn AI off for our workspace?
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Which of your processes should run itself?

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.