Stop running your business by hand.

No. 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 one tool we recommend, not a requirement. We start from the tools your team already opens every day. How the setup 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.

Your first workflow goes live in days. Full builds scale with scope. Phase one is a single working call, and you see the first working draft from your system early in the build.

The default path 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.

An AI operations consultant looks at how a business actually runs day to day, finds the manual work that leaks hours and leads, and builds AI agents and automations to take that work over. At Forma that means capturing and answering inbound leads, running follow-up, moving data between tools, and building the weekly reporting. See the full menu of services

An automation follows a fixed rule: when X happens, do Y, the same way every time. An AI agent handles the judgment layer: it reads an inbound message, scores it against your criteria, drafts a reply in your voice. Most operations need both, which is why we build them together: automations for the predictable work, agents for the work that needs reading and judgment, and a human approving anything customer-facing.

Every build is fixed scope and fixed price, quoted in writing before we build, so there is no open-ended retainer surprise. The smallest engagements are a single automation or an advisory session; the largest is a full AI operations system with a monthly managed service. The free ops analysis is how we scope it: you see where the hours leak and what the fix costs before you commit to anything.

AI consulting is helping a business find where AI genuinely fits, then building or guiding the work so it actually pays off. That is what Forma does: an honest read of your operation, a plan ranked by payoff instead of hype, and custom AI agents and automations, either delivered for you or set up so your team can run them. See the full menu of services