Case Studies
Systems at work, shown honestly.
Our best proof is the work itself. Our clients open this page under their real names, from a family restaurant to a swimwear brand to a paid-ads agency. The walkthroughs that follow show how we build and how we measure, stamped clearly so you always know which is which. No borrowed numbers.
Case 01
TemakHouse
A family restaurant whose books ran on manual spreadsheets: cash closeouts photographed and typed in, invoices entered one by one, payroll computed by hand, deposits landing from five platforms. We built the two Airtable bases the operation now runs on, and the AI agents we built and deployed run nine automations on top, from invoice OCR and deposit auto-fill to payroll, a unified P&L and the 7am briefing that opens every day.
The full build, on the recordCase 02
Bibikinis
A Miami swimwear brand running its whole operation from one command center: docs, sales, pop-up leads and reporting on one Airtable backbone the Bibikinis team owns. Forma built it, handed it over, and the team runs it themselves today.
The full build, on the recordCase 03
LM Marketing
A paid-ads agency that ran its client book from spreadsheets and built every report by hand. Forma built the Airtable CRM the agency now runs its client book on, automated the client reporting that used to eat an evening a month, and advised the team on AI alongside the build.
The full build, on the recordThe walkthroughs
How a build runs, worked through.
Three worked examples, each stamped “Illustrative walkthrough”: they show how Forma systems handle a typical operation and how we measure the result. Not client engagements, and never presented as one.
Every lead answered before the founder even looks up.
The problem
The founder was the sales desk. Quotes went out between site visits, follow-up happened when someone remembered, and the Monday report was three hours of copying numbers between tabs. None of it was laziness. All of it was plumbing.
- 015 hoursaverage first reply to a new lead
- 023 inboxeswhere leads landed and waited
- 03Mondaylost to building the report by hand
What Forma built
Three agents on one Airtable backbone, inside the client's own accounts from the start.
Live in days, not months, on the standard five-phase build: blueprint approved before anything got built, first live drafts early, and after two rounds of voice tuning the founder stopped reading every draft. That was the point. See how it works
The outcome
- <0s
- first reply ready, was ~5 hours
- 0%
- less manual work per lead
- 0h
- back, every week
- 0
- leads dropped in handoff
How we measure: response timestamps and task counts logged in the client's own Airtable base, before and after go-live. Illustrative walkthrough; the numbers show our measurement method, not an audited client result.
Walkthrough 02 · Clinic
Illustrative walkthroughThe phone rang at 7pm. Nobody lost the patient.
A six-chair clinic with one front desk. New-patient calls after 5pm went to voicemail, web forms sat until morning, and recall follow-ups happened in the gaps between checked-in patients.
In this scenario, Forma deploys the Inbound Closer and Follow-Up on an Airtable backbone: every inquiry captured the moment it lands, scored against the clinic's real criteria, a reply drafted for the desk to approve at opening, and recalls chased on a schedule instead of a memory. Meet the Inbound Closer
- Every after-hours inquiry captured and drafted by morning
- Replies ready for one-click approval, in the clinic's voice
- Recall and no-show follow-up runs on an automatic schedule
Walkthrough 03 · Studio
Illustrative walkthroughMonday reports wrote themselves. Invoices chased themselves.
An eight-person design studio already living in Airtable, and still spending Monday mornings assembling a status report by hand while invoices slid two weeks past due because chasing felt awkward.
Here Forma builds the Reporting agent and Follow-Up straight into the studio's existing base: the Monday report generates itself at 7:00am, and invoice reminders go out on a polite, relentless schedule that no human has to feel awkward about. Meet the Reporting agent
- Monday report auto-generated from live project data
- Invoice nudges on a set schedule, drafted in the studio's voice
- Overdue items flagged to a human only when it needs a human
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