AI Automation +
Expert Remote Teams
That Eliminate Operational Bottlenecks
Whether you need custom AI workflows, a dedicated remote team, or both, we build around your existing operations to eliminate the manual work slowing your business down, faster and at a fraction of what traditional outsourcing costs.
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We work 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
CventGmailOutlookSlackMicrosoft TeamsZoomHubSpotSalesforcePipedriveQuickBooksXeroStripeDocuSignAirtableNotionMonday.comAsanaClickUpTrelloGoogle SheetsGoogle DriveExcelDropboxBoxZapierCalendlyZendeskIntercomJiraCventBUILT FOR OPERATORS
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.
FLEXIBLE SOLUTIONS
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.
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
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
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
Not sure which fits? Book a free 30-minute call and we'll recommend the right starting point. Book a Call →
WHO WE SERVE
Built for Operations-Heavy Businesses
Private Lenders & Fund Managers
We handle the operational layer behind every deal, covering document processing, data extraction, and portfolio monitoring. AI manages the scale while our experts handle the judgment calls. You get a faster pipeline without the overhead.
Meeting Planners
We manage the administrative back-office work that keeps you away from your clients. Whether you need a dedicated assistant or automated workflows, we build around how you actually work.
Financial Services
Manual data entry, reconciliation, and compliance tasks slow down every financial services team. We automate and manage your back-office processes so your people focus on higher-value work.
THE FORMA DIFFERENCE
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 Only Work in Industries We Know
We don't take every client that comes our way. We focus exclusively on industries where we have real operational experience, so every solution we build is informed by firsthand knowledge, not assumptions.
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.
THE PROCESS
Simple Process, Fast Deployment
No long onboarding. No disruption to your current operations. Just a proven process that gets you up and running in 2 to 4 weeks, built around your unique workflows.
We Learn Your Operations
We start with a detailed conversation about your workflows, tools, and pain points. We review sample processes, identify the highest-impact opportunities, and create a custom implementation roadmap. Specific to your business, not a generic template.
Deliverable
Custom implementation roadmap with projected time savings and ROI timeline
We Build Around You
Custom automation workflows, your remote team, or both. Built specifically for your processes. We set up integrations with your existing tools, test everything with real sample data, and create a performance dashboard so you have full visibility.
Deliverable
Working automation and/or vetted team candidates ready for your review
We Go Live Together
We don't hand you a solution and disappear. Your first two weeks live include daily check-ins, real-time performance monitoring, and continuous workflow adjustments. We stay hands-on until everything runs exactly as it should.
Deliverable
Production-ready system with continuous improvement plan
LET'S TALK
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.
Or email us directly: hello@formaconsultants.com