Services

Agents named for the outcome they deliver.

Forma's AI consulting and automation services: three agents, one crew. Then the menu runs wider: custom agents, single automations, full AI operations systems, Airtable consulting, and AI tutoring and advisory for teams that want to run their own AI. Built by the founders in Miami, working nationwide. Start with the one that best fits your business.

Start with Inbound Closer Talk to us

Sales agent

Never miss another lead.

Speed to lead is a system problem, not a discipline problem. The Inbound Closer answers every inquiry in minutes, in your voice, and never takes a day off.

  • Captures every inbound the moment it lands: form, email, referral
  • Ranks it against your real criteria, not a generic form score
  • Drafts the reply in your voice, ready in under a minute
  • Routes, logs and queues the follow-up: you just approve

The agent behind it

Inbound Closer

Runs in your own system

See the crew work

The 8:04am view: everything answered before your coffee.

Sample data and a scripted walkthrough, not a live account.

Retention + ops agent

Kill the manual work.

The follow-up nobody sent. The invoice nobody chased. The same number typed into three tools. Follow-Up runs the schedule so your team stops being the schedule.

  • Chases no-reply leads and unpaid invoices on an automatic schedule
  • Moves data between your tools so nothing is typed twice
  • Logs every touch in your own system: no more "did anyone send that?"
  • Hands the stubborn ones back to you, flagged for a personal call

The agent behind it

Follow-Up

Runs in your own system

Map your manual work with us

Invoice #3412: chased politely, paid quietly.

Reporting agent

See everything.

If it takes a spreadsheet safari to know how the week went, you don't have reporting: you have archaeology. The Reporting agent puts the answer in your inbox before you ask.

  • Builds your weekly report automatically: in your inbox Monday 7:00am
  • Keeps a live dashboard in your own system, always current
  • Every number traces back to a real record: click through and check
  • Flags what looks off before it becomes a Monday surprise

The agent behind it

Reporting

Runs in your own system

Ask for a sample report

Monday, 7:00am: the report you didn't have to build.

Sample data and a scripted walkthrough, not a live account.

Your system

Three agents. Your system.

Forma does two things well: AI automation and Airtable systems. Neither depends on the other. The agents read and write in your own account, using the stack you already run: your CRM, Sheets, Shopify. When you want the cleanest home for your data, Airtable is a separate build we also offer, but it is never required. Start with one agent, add the rest without rebuilding anything.

  • Two crafts, hired apart or together

    AI automation and Airtable are separate strengths. Take the agents on the stack you already run, take an Airtable build with no AI at all, or combine them and let each make the other sharper.

  • Built in your own account

    It stays in your own account. We build and run the AI layer on top of it, and the monthly is what keeps it running and improving. See the case studies

  • We keep it sharp

    After go-live, keep us on as a managed service if you want it: we watch the agents, tune them as your business changes, and ship improvements every month.

Premium tier

Custom expert agents.

The three systems cover the work almost every business shares. But some jobs are yours alone: the estimate only your senior person can price, the review only your best eye can do. For that, we build a bespoke agent trained on your process, your data and your standards.

Talk to us about building it

The shape it takes

  • 01
    A bid estimator
    trained on years of your quotes, your costs and what actually won.
  • 02
    A compliance reader
    that checks every file the way your most careful reviewer does.
  • 03
    An intake specialist
    that speaks your industry's language and asks the right second question.

Ways to work with us

From one automation to the whole operation.

Five shapes of engagement, one standard of build. Start as small as a single workflow, or hand us the whole operation.

  1. Single automations

    One workflow that hurts, fixed and live in days: the handoff nobody makes, the chase nobody sends, the report nobody builds. The smallest way to put a system to work.

    Best forOne task that hurts

  2. The crew

    Inbound Closer, Follow-Up and Reporting: the three agents above, installed one at a time in your own account. Start with the one that best fits your business.

    Best forLeads, follow-up, reporting

  3. Custom expert agents

    A bespoke agent built for the job only your business does, shaped by how your best people already do it.

    Best forWork only you do

  4. Full AI operations systems

    The whole operation designed and built end to end: agents, automations, dashboards and handoffs in systems your team owns, with us running the AI layer as a managed service that keeps improving month over month.

    Best forThe whole operation

  5. Advisory and enablement The entry point

    We set you up to run your own AI, with us as the guide. The lowest-commitment way to start working with Forma.

    How advisory works
    Best forRunning AI yourself

Every engagement

Starts with a free ops analysis.

We look at how your operation actually runs and give you a straight answer on which shape fits. Scope and price come to you on that call, never before we understand the work.

Free ops analysis

Advisory and enablement

Run your own AI. We'll be the guide.

Not ready to hand the build to anyone? Good instinct. Advisory is AI consulting and hands-on AI tutoring: we set your team up to run AI yourselves, bringing the map, the guardrails and the reps while you keep the wheel. Already running AI? We consult on how your team uses it and audit it across Claude, ChatGPT, Gemini and the rest, then show you where a better-built system pays off.

And if you later want us to build, nothing is wasted: everything advisory sets up carries straight into a full engagement.

  • AI KickstartA 90-minute working session, one tool connected, a cheat-sheet to run with.
  • Enablement SprintA few sessions, your stack set up, your team trained, a playbook you keep.
  • Guided Office HoursA standing monthly session plus async help while you build.
  • One-on-one AI tutoringHourly coaching, one on one, whenever your team hits a wall.
Book a call

What you get

  • An honest audit

    of your operation, and an AI roadmap ranked by payoff, not by hype.

  • The right setup

    tools, accounts and guardrails configured in your name, on the stack you already run.

  • Working sessions

    with your team, on your real work, until the new habits stick.

  • A guide on call

    when you hit the thing you can't unstick.

One of our tools

Airtable, when the job calls for it.

Airtable is one of several tools we build in, and one we know inside out. Our Airtable consulting covers the base itself: the CRM, the dashboards, the data brought over from the spreadsheets it outgrew, structured so your team can actually run on it. Certified Airtable Builders and Admins, happy to take an Airtable build with no AI layer at all.

See an Airtable build Grab the free starter base

The Airtable craft

  • 01
    Base design
    The schema your operation runs on
  • 02
    CRM builds
    Client books, owned by your team
  • 03
    Dashboards
    The numbers, live, not pasted in
  • 04
    Data migration
    Out of the spreadsheets it outgrew
  • 05
    Integrations
    The tools you already run, wired in
Airtable Builder certified Airtable Admin certified

FAQ

AI consulting and automation, answered straight.

The questions founders ask before they bring us in. Plain answers, no hedging.

What does an AI automation consultant actually build?

The three systems on this page are the usual starting point: an Inbound Closer that captures and drafts a reply to every lead, a Follow-Up agent that chases quiet leads and unpaid invoices, and a Reporting agent that writes the Monday numbers. Beyond those, we build custom expert agents, single automations and full AI operations systems, always in your own account.

Do I need an AI agent or a simple automation?

If the work follows a fixed rule, when this happens do that, a single automation is enough, and it is the smallest thing we build. If the work needs reading and judgment, understanding an inquiry, scoring it, drafting a reply in your voice, that is an AI agent. Most operations end up with both, and we tell you on the first call which yours needs.

How much do AI automation services cost?

Scope and price are fixed in writing before we build, never after a long discovery. A single automation is the smallest engagement, the crew of three agents sits in the middle, and a full AI operations system with a managed service is the largest. The free ops analysis shows where your hours leak first, so the quote is grounded in your numbers, not a package.

How fast can an AI agent be live?

Your first workflow goes live in days, and full builds scale with scope. Phase one is a single working call, the blueprint is approved before anything gets built, and you see the first working draft from your own system early in the build. Walk through the five phases

Do you only work with businesses in Miami?

We are based in Miami and much of our work is with South Florida businesses, but the systems are built and run remotely, so we work with founder-led teams across the United States.

Can I hire Forma just for Airtable consulting, without the AI?

Yes. Airtable consulting is its own craft here: base design, CRM builds, dashboards, data migration and integrations, delivered by certified Airtable Builders and Admins, with no AI layer required. If you later want agents on top, they drop onto the same base without a rebuild.

Do you offer AI tutoring or training for my team?

Yes. Alongside the builds, Forma offers AI tutoring and enablement: one-on-one sessions, an Enablement Sprint that trains your whole team, and guided office hours while you build. You get an honest audit, an AI roadmap ranked by payoff, and enough reps to run your own AI with us as the guide. See advisory and enablement

Start with the one that best fits your business.

One call. We'll tell you which agent pays for itself first, and show you what it would look like on your pipeline.

Contact us See how it works