FormAssembly Launches AI-Driven Platform Overhaul to Automate Business Processes

FormAssembly Inc., which specializes in online data collection and workflow automation, unveiled a comprehensive platform redesign today that pushes the company into AI-powered business process automation. The overhaul, developed over seven months, merges form creation, workflow automation, integrations and compliance management into a single no-code environment.

The revamped offering introduces conversational AI agents capable of gathering information through natural language dialogue, alongside support for the Model Context Protocol that permits external AI systems to work with FormAssembly's platform.

For the 20-year-old company, this represents a major strategic shift from its traditional role in helping organizations securely collect structured data and route it into business systems. "We're about how people share information with organizations and what happens after that," said founder and Chief Executive Cedric Savarese.

The new capabilities build upon an AI assistant FormAssembly rolled out in October, which allowed users to construct forms and set up workflows through natural language commands. This latest iteration extends that functionality across entire business processes, encompassing approvals, document generation, electronic signatures and payments.

Consider a city government managing applications for event permits in public spaces. The platform's assistant, named Fai, could construct the required forms, approval sequences and documentation steps based on a plain-language description of the process.

You can explain what you need in plain English to your agent, and the agent will build the entire process in a couple of minutes

Cedric Savarese

FormAssembly asserts that its AI-assisted builder can compress development timelines from multiple days or weeks down to minutes. Savarese attributed these projections to tests where the company recreated existing customer workflows using the new system.

Form conversations

A key new feature replaces conventional forms with conversational intake agents that conduct interactive voice or text exchanges. These agents employ predefined data structures to direct conversations, respond to inquiries and transform unstructured input into data formats compatible with downstream systems.

The agents can tailor interactions by drawing on previously collected data, though Savarese underscored that such information access is disabled by default.

The default for us is privacy. You only decide what information needs to be collected and what information is relevant for that particular task for the AI agent.

Cedric Savarese

Rather than building proprietary models, FormAssembly relies on frontier AI models, chiefly from Anthropic PBC. Savarese noted the company maintains zero-retention agreements with both Anthropic and OpenAI Group PBC to safeguard client data.

The redesigned platform incorporates governance tools that assess workflows against established compliance policies before they go live. Organizations can apply built-in rules or establish custom requirements reflecting internal standards and regulatory obligations. Identified compliance concerns are flagged for human examination rather than automatically rejected.

Support for the Model Context Protocol and application programming interfaces enables customers to build and operate FormAssembly workflows through third-party systems, bypassing the platform's standard user interface.

Savarese suggested this strategy could shield established software vendors from concerns that AI agents might render traditional software-as-a-service offerings redundant.

People will use AI agents, but they use AI agents to drive software, not to replace it

Cedric Savarese

FormAssembly is not positioning itself as a direct rival to enterprise process management platforms like ServiceNow Inc. The company intends to concentrate on workflows that originate with collecting information from individuals.

Current customers will not face immediate migration requirements. Savarese indicated that migrations are not scheduled before January, and pricing arrangements for existing customers remain undetermined. Advanced automation features may incur additional costs based on customers' current subscription tiers.

FormAssembly, established in 2006, secured its first institutional investment of $10 million in 2019 following 13 years of self-funding. The organization reports serving thousands of customers, predominantly in regulated sectors including healthcare, financial services, education and government.