Services

Agents named for the outcome they deliver.

Three agents, one crew, on one backbone your team owns. Then the menu runs wider: custom agents, single automations, full AI operations systems, and advisory for teams that want to run their own AI. 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 on your backbone

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 to the backbone: 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 on your backbone

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 on the backbone, 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 on your backbone

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.

The backbone

Three agents. Your backbone.

Forma does two things well: AI automation and Airtable systems. Neither depends on the other. The agents read and write one backbone in your account, and that backbone can be the stack you already run: your CRM, Sheets, Shopify. When you want the cleanest home for your data, we recommend and build Airtable, and the two compound. 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.

  • You own everything

    You own the system and your data. We build and run the AI layer, and you keep everything if we ever part ways. 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 on one backbone. 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 on one backbone 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 sets your team up to run AI yourselves: we bring the map, the guardrails and the reps, and you keep the wheel.

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.
  • Advising and coachingHourly time, 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.

Airtable specialists

Fluent in Airtable.

Airtable is the backbone our agents run on, and a craft we know inside out. We design and build 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

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