Forma

    AI Training, Automation and Remote Teams

    Learn where AI fits, build the workflows that take work off your team, and run them with vetted operators. Start wherever you are: a workshop, a single automation, a remote team, or all of it together.

    Start With a Workshop

    Learn, Build, Run

    Most clients start with one service and add the next when they are ready. Every engagement is built around your workflows, tools and industry.

    Learn

    AI Training & Executive Workshops

    Help your leaders and teams put AI to work

    Best for: Businesses that want a clear AI plan before committing to a build

    Executive workshops align leadership on where AI fits and what to do first. Hands-on training gets your sales, operations and customer service teams using AI confidently on real work.

    • Executive AI workshops for owners and leadership teams
    • Hands-on training built around your own workflows and tools
    • Practical guidelines for using AI safely with your data
    • A prioritized roadmap you can act on, with or without us
    Formats, agenda & FAQ →
    Build

    AI Agents

    Intelligent workflows for your most time-consuming operations

    Best for: Teams that want to scale output without adding headcount

    We build custom AI workflows that take repetitive work off your team: email processing, data extraction, document creation, CRM updates and reporting.

    • Custom-built to match your exact processes and tools
    • Email processing, data extraction, document creation, CRM updates
    • Run fully automated or with human approval checkpoints
    • Built, integrated and maintained by Forma
    Run

    Remote Teams

    Vetted experts built around your workflows and tools

    Best for: Businesses that need dedicated people without direct-hire complexity

    We recruit, train and manage remote specialists who work inside your systems: back-office processors, chat agents, dialers and operations support.

    • Recruited, onboarded, and managed entirely by Forma
    • Back-office processors, chat agents, dialers, ops support
    • US-architected strategy with global delivery network
    • Performance managed. You focus on the work that matters.
    Build + Run

    Hybrid Solution

    The complete managed operations model

    Recommended

    Best for: Businesses ready to fully optimize their operations end-to-end

    AI handles the repetitive work. Expert operators handle the judgment calls, exceptions and quality control. One partner for the technology and the team.

    • AI handles the repetitive. Humans handle the judgment calls.
    • Quality control and exception management built into every workflow
    • More scalable than teams alone. More accurate than automation alone.
    • The most cost-effective path to operational excellence.

    Built for Operations-Heavy Businesses

    We start from operations our team has run. These are the industries we know best, and the work we take off their plates.

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

    Private Lenders

    Deal intake, borrower data extraction, draw requests, portfolio reporting and compliance checks.

    See how we work

    Fund Managers

    Investor reporting, capital calls and distributions, reconciliation and audit preparation.

    See how we work

    Meeting Planners

    Post-event reconciliation, client follow-up, pipeline management, reporting and email.

    See how we work

    Financial Services

    Data entry, reconciliation and exceptions, compliance checks, reporting and client follow-up.

    Talk to us

    Not Sure Where to Start?

    Every engagement starts with a conversation. Tell us about your operations and we'll recommend the right first step: a workshop, automation, a remote team, or a combination.

    Start With a Workshop