Forma

    Helping Business Leaders Put AI to Work

    Forma Consultants delivers AI strategy, executive workshops and team training, custom AI workflows, and vetted remote teams to run them. Built for operations-heavy businesses, from private lenders and meeting planners to financial services firms.

    See How It Works
    • Live in weeks, not months
    • Fast, measurable ROI
    • Mix training, automation and teams

    Works with the tools you already use

    Gmail
    Outlook
    Slack
    Microsoft Teams
    Zoom
    HubSpot
    Salesforce
    Pipedrive
    QuickBooks
    Xero
    Stripe
    DocuSign
    Airtable
    Notion
    Monday.com
    Asana
    ClickUp
    Trello
    Google Sheets
    Google Drive
    Excel
    Dropbox
    Box
    Zapier
    Calendly
    Zendesk
    Intercom
    Jira
    Cvent

    Your Operations, Built to Scale

    Whether you need the tools to move faster or the team to do it for you, we plug into your existing workflow in three ways:

    Automation + Remote Teams

    AI handles the repetitive work. Expert operators manage judgment calls, exceptions, and quality control.

    Choose the Model That Fits Your Business

    Every business is different. Start with the solution that matches where you are today, and scale as you grow.

    Automation only

    AI Agents

    Intelligent automation for repetitive business processes

    We build custom AI workflows that automate your most time-consuming tasks. From email processing and data extraction to document creation, CRM updates, and reporting. Workflows can run fully automated or include a human approval step, depending on your needs.

    Best for

    Teams that want results without adding headcount

    Learn More →
    Teams only

    Remote Teams

    Dedicated remote professionals built around your operations

    We recruit, vet, and manage expert remote team members tailored to your specific workflows and tools. Whether you need back-office processors, chat agents, dialers, or operations support, we build the right team for your business and manage performance so you don't have to.

    Best for

    Businesses that need dedicated people without the cost and complexity of direct hiring

    Learn More →
    Recommended

    Hybrid Solution

    The complete AI-enabled operations solution

    The full Forma model. AI workflows handle the repetitive work while expert remote teams manage judgment calls, quality control, and complex tasks. More scalable than teams alone, more accurate and cost-effective than traditional outsourcing.

    Best for

    Businesses ready to fully optimize their operations end-to-end

    Explore Full Service →

    Not ready to build? Start with an executive AI workshop.

    AI training for your leadership and operations teams: where AI fits in your business, how to use it safely, and a prioritized plan for what to automate first.

    Explore AI Training →

    Not sure which fits? Book a free 30-minute call and we'll recommend the right starting point.

    Built for Operations-Heavy Businesses

    Run a different kind of operations-heavy business? Tell us about your operations

    Operator Expertise, Not Just Automation Technology

    Built by Operators, Not Just Developers

    Our team has run the operations we now automate. That means we understand your workflows, your edge cases, and your pain points. We work with you to identify what your business needs before we write a single line of automation.

    We Start From Operations We've Actually Run

    Our team has worked inside lending pipelines, event back offices and financial operations. We bring that firsthand experience to every engagement, so the work is built around how your operations really run, not how a vendor assumes they do.

    One Partner for Both Tech and Teams

    Most businesses manage a separate automation vendor and a separate staffing company. We eliminate that complexity. We build both the technology and the team around your specific processes, tools, and goals.

    Simple Process, Fast Deployment

    No long onboarding and no disruption to your current operations. Most clients are up and running in weeks, not months.

    See the full process

    1. Start with a workshop

      Optional. Align your leadership team on where AI fits and leave with a prioritized roadmap.

      Explore AI training

    2. We learn your operations

      A detailed look at your workflows, tools and pain points, ending in a custom implementation roadmap.

    3. We build around you

      Custom automation, your remote team, or both, integrated with your existing tools and tested on real sample data.

    4. We go live together

      Daily check-ins, real-time monitoring and continuous adjustments until everything runs exactly as it should.

    See What We'd Build for Your Business

    Every engagement starts with a straightforward conversation about your operations. No sales pitch, no generic demo. Just an honest look at where automation or a dedicated remote team would make the biggest difference for you.

    Want to start with your leadership team? Book an executive AI workshop · Or email us directly: hello@formaconsultants.com