August 19, 2026

Secure AI intake and onboarding

Learn how to filter sensitive intake data before AI, apply fixed rules, keep people in control, and build safer onboarding workflows in Formaloo.

See how healthcare teams can prepare intake with AI while fixed rules enforce data boundaries and accountable people make final decisions.

Sensitive intake data should not reach an AI model by default. Teams need a clear boundary that decides what is allowed, what must be minimized and what stays out of the prompt entirely.

In this 45-minute live webinar, Noosh Barat, Co-founder and CMO of Formaloo, will show how to design a controlled intake and onboarding system for regulated operations. The session uses a healthcare patient-referral workflow to make the safeguards concrete without making compliance guarantees.

What you’ll learn

Define the data boundary before AI by classifying intake fields as allowed, minimized or blocked, then passing only approved values into AI Analysis.
Separate AI, rules and human authority so AI prepares information, fixed logic enforces policy and accountable people make final decisions.
Design the controls around the workflow with role-based access, exception routing, review logs and retention-based anonymization for stored submissions.

What you’ll see

Watch a patient referral move from submission to routed onboarding. Selected fields feed an answer-piped AI prompt, fixed rules control the path, exceptions reach the right owner and a human reviewer keeps decision authority. The walkthrough also separates pre-AI field selection from automatic anonymization that happens later under a retention policy.

Who should attend

This session is for healthcare operations leaders, CIOs, CTOs, security and privacy teams, and onboarding owners evaluating AI-enabled intake in regulated environments.

About the presenter

Noosh Barat is Co-founder and CMO of Formaloo. She works with teams turning forms, workflows, permissions and AI-assisted analysis into practical operational systems.

Save your spot for Wednesday, 19 August 2026 at 11:00 am ET.

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See for yourself how Formaloo's survey management platform can meet your business’s unique needs.

Hossein Babini

Bolt, Director of Marketing

As an Enterprise customer, I'm 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 onbaording process way smoother than before.

Elma Pena

The Nontech Techie, Co-founder

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.

Antonio Bellantonio

Madrid Chamber of Commerce

Formaloo is a software with the simplicity of forms that allows you to improve many of the needs of quitidianity. From capturing leads to receiving feedback. Very useful feature that allows you to see the mind map of the created form.
It facilitated collection by offering elegant and more prefessional forms than other solutions.

Jerry J O Brien

Sonra, VP of Strategic Alliances

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.

Josh Leier

IceHound Marketing, Lead-Gen Expert

I love Formaloo. There are a lot of form builders out there, but Formaloo is changing the game. They're really giving you the ability to create much more than just forms with their app. Plus, I love the look and feel of their forms from end-user's perspective.

Eric Baudouin

Mondissimo, International Business Development

What I enjoy the most about Formaloo is the ease the ease of creating forms. Formaloo is fantastic in the way that they pushed the form creation to app creation and mixed easy forms creation but also app creations. You can easily access the results of the forms but when you create an app, you can build a portal with selected access, visibility... A page on your portal can be public, members or admin only. It's also easy to integrate with other solution to use the collected data. I also realy like the android app where you can create and check all your form submissions.

Munib Alahmadi

Javalogix, Data Analyst

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.

Erik Wolf

Visionary & Founder of the Culinary Travel Trade Industry

I like Formaloo's ease of use, folders for projects, as easy to use for forms as Canva is for image editing. The transition was extremely easy. 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.

Hermes L.

Barfoot & Thompson

I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients

Alex Wong C.

JLL, Regional Business Manager

It's easy to create forms that look attractive and increases response rate wih Formaloo. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me create forms and surveys that are easy to complete, and more importantly visually appealing to increase response rates.

Ivan Enrique Z.

Instructor | Cursos virtuales de Ingeniería Eléctrica

Formaloo is the best Typeform alternative available. Forms and applications can be custom designed and are highly customizable. Allows you to create advanced forms with conditional logic. Formaloo has a large number of templates that make the work easier or serve as inspiration to create our own forms. I plan to keep using Formaloo in many ways.

Nate H.

Bolt Director of Marketing

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.

Eni Lea H.

Bolt Director of Marketing

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

Hermes L.

Barfoot & Thompson

Fred-Erik Piirmaa

Revolutionizing recruitment

Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.

Erik Wolf

Founder of the Culinary Travel Trade Industry

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.

Alex Wong C.

JLL, Regional Business Manager

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.