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IT PROFESSIONALS

Smart Forms and Workflows, Without the Bottlenecks

AI-assisted data collection built for speed, control, and the unique needs of IT teams.

Form-based workflows built for speed and control

Empower your organization to move faster

With FormAssembly Atlas, forms and workflows can build themselves in just a few simple prompts—thanks to Fai, our built-in agentic AI assistant. That means business teams can spin up compliant workflows on their own, while IT stays in control with visibility and governance tools.

Integrations for seamless visibility

No more data silos between systems. FormAssembly Atlas offers native integrations with Salesforce, HubSpot, ERPs, payment gateways, and secure cloud storage tools. Whether it’s internal ops or customer-facing systems, Atlas delivers clean, structured data to the platforms your organization depends on.

Security, compliance, and scale built in

FormAssembly Atlas was built for enterprise-grade security, compliance, and scalability from the start. With certifications and frameworks like HIPAA, GDPR, FedRAMP, FERPA, and SOC 2 supported out of the box, you can meet vendor requirements and audit standards without delays or workarounds.

“FormAssembly has definitely been a big time saver. I do a lot less management now than I used to.”

– Zoë Loza, Director of Technology at American Exchange Project

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Improve your IT processes

Secure, customizable web form builder for automating internal workflows, or external ones – improving security posture, and fostering collaboration on your team.

Compliance and regulatory reporting

Gather essential information for compliance audits or regulatory reporting to ensure adherence to standards and reduce non-compliance risks.

Vendor evaluation and procurement

Streamline vendor evaluation by collecting requirements and feedback efficiently, ensuring solutions align with organizational needs and support informed decisions on future tool investments.

Training and documentation

Create forms for training feedback, knowledge sharing, or documentation requests. These forms can facilitate continuous improvement by gathering feedback on training sessions, capturing knowledge from experienced team members, or collecting documentation requests from stakeholders.

User access management

IT teams can streamline privilege escalation and application access requests with dedicated forms, ensuring efficient processing and compliance with security protocols.

Security incident reporting

FormAssembly can be used to report security incidents, suspicious emails, or unusual computer behavior.

Ticketing system

create a ticketing system for IT service requests like hardware provisioning or troubleshooting. This helps streamline reporting and ensure efficient tracking and resolution of IT issues.

Continuous innovation, smarter solutions

See how we’re continually enhancing FormAssembly Atlas to deliver more secure, intelligent data collection.

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The Future of Salesforce Data Collection

Watch the full Road to Dreamforce series on demand and explore how AI-powered forms and workflows are transforming Salesforce automation.

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FormAssembly Security Review

Explore our security certifications and request documentation to support your compliance review.

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Watch the Webinar

Data residency with AWS

Watch the on-demand session to learn how FormAssembly and AWS support secure, compliant data residency.

Watch the Webinar

Build Smarter with FormAssembly Atlas

From intake to automation, Atlas turns prompts into complete, compliant solutions.

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