01 · Inbound Closer
Catches the lead, drafts the reply
Drafted in your voice. Waits for your one-click approval, then sends.
AI operations for founder-led teams
Stop running your business by hand.
Forma builds AI systems that take the manual work off your whole operation, from the first lead to the monthly numbers: custom agents, full builds and hands-on consulting, all on one backbone your team owns. Watch one work before you pay a cent.
Those lines are your work, moving through a system that runs itself.
Certified team
- AI App Builder
- Airtable Builder
- Airtable Admin
The build
- Runs on your stack
- Owned by your team
- In your own accounts
The crew, one example
One lead in. Three agents on it. Nobody drops the baton.
Leads are just one job. The same crew runs your reporting, onboarding and the rest of the week's manual work. Daniela is sample data, a scripted walkthrough of the system we build you. 9:41 AM · under a minute, start to finish
02 · Follow-Up
Kills the manual chase
Every nudge queued the moment the reply went out, then a human flag if it stays quiet. None typed by hand.
03 · Reporting
Puts it in Monday's numbers
Every number traces back to a real record on the backbone. Click through and check.
The crew
Three agents, one crew, named for the outcome they deliver.
Run on a backbone your team owns, Airtable if you want our pick. Watch them work before you ever pay for one.
01
Inbound Closer
Captures every lead the moment it lands, ranks it against your real criteria, and drafts the reply in your voice. You approve and send.
Inbound Closer, in depth02
Follow-Up
Chases the recalls, nurtures the quiet leads, nudges the unpaid invoices, all on a schedule it never forgets. Nothing slips.
Follow-Up, in depth03
Reporting
The Monday numbers, on time, without the scramble. Your data assembles itself into a weekly report and live dashboard before anyone logs in.
Reporting, in depth
The operators
Two operators who got tired of watching good businesses run badly.
We're Bruno and Ricardo, co-founders of Forma, out of Miami and best friends long before we were business partners. We spent years running operations ourselves, so we know this problem in our bones: the inbox no one answers in time, the Monday scramble to pull the numbers, the follow-up that only lived in someone's head. Good businesses lose real money to it, quietly, every single week.
We don't just build agents. We run on them.
Forma's pipeline runs on the same crew we would build for you: every lead answered, every report on time, nothing waiting on memory. So when you hire us, you get the two of us, not an account team. We pick up the phone, we build your system ourselves, and we hand you a backbone your business owns.
The work
Real systems, on the record.
Three businesses now running on backbones we built and handed over. The full build behind each one lives on its own page.
Process
From first call to live, and kept running.
The same clear path every time. How long it takes scales with the size of the build, but the shape never changes.
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01
Connect
One call to map what's actually slipping in your operation.
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02
Blueprint
A fixed scope and price you sign off on before we build.
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03
Build
We build it on your stack, tuned to how you actually work.
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04
Go live
It ships into your own accounts, and your team owns the backbone.
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05
Your plan
We run it and keep it sharp, month to month, on a simple plan.
Free ops analysis
Score your operation out of 100.
Five quick answers and our diagnostic reads your business live: where work piles up, what runs on memory, how many hours leak every week. You leave with an ops drag index and the map to close the gaps.
FAQ
The questions every founder asks first.
Straight answers, in plain language.
Yours isn't on the list?
Bring it to the callNo. Agents take the repetitive layer: capturing, scoring, drafting, chasing, logging. Your people keep the judgment calls, the relationships, and final approval. The goal is fewer hours lost to admin, not fewer people.
Each agent owns one job, whether that's reading inbound, drafting replies, building reports, running follow-up, or handling a back-office task specific to your business. Anything customer-facing waits for your one-click approval unless you decide it shouldn't. You always see what the agent did and why.
Our agents plug into whatever you already run: your CRM, Sheets, Shopify. Airtable is our recommended backbone, not a requirement. Either way, your data, dashboards, and handoffs live in your own accounts, and your team owns them outright. How the Airtable backbone works
We calibrate on real examples: past replies, quotes, the way you actually talk to customers. You react to drafts and we tune. Within a few rounds the drafts read like you wrote them on a good day.
Everything stays in your Airtable base and your accounts. We build inside them, we don't take your data with us, and you can revoke access at any time.
Days, not months, and the timing scales with scope. Phase one is a single working call, and you see the first working draft from your system early in the build.
The system is yours either way: you own it and your data, and you keep everything if we ever part ways. The default path from there is a managed service: we watch the agents, tune them as the business changes, and keep shipping improvements. The other route is advisory: you run your own AI with us as the guide. We scope the right fit on the call.
Yours isn't on the list?
Bring it to the callReady to hand it off?
One call. We'll map the work you're still doing by hand and show you the agent that takes it over.