FormAssembly Atlas, the next generation of FormAssembly’s enterprise data collection and automation platform, empowers you to transform how your business collects, connects, and controls data. At the heart of Atlas is FormAssembly AI, or Fai – your built-in, agentic AI assistant.
Fai guides you through workflow creation, making it faster and easier than ever to build the forms and workflows you need to keep your business moving forward.
In this blog, we’ll show you a few examples of how you can utilize Fai to enhance your workflows and take care of the tasks that would otherwise eat up hours of your time. Let’s dive in!
Use Case #1: Creating an Event Registration Form
Event registration forms are a common need across industries, from nonprofit organizations to higher ed institutions.
Most of these forms include standard fields – such as name, email, and attendance status. Fai knows what these standard fields are and automatically recognizes which of them should be required.
Fai also identifies helpful optional fields, like guest names or dietary restrictions, and can suggest adding them to your form.
As always, any output that Fai produces is a suggestion – if it doesn’t work for you or is not what you need, you can ask Fai to edit or remove fields, or you can hop into the form builder yourself to make changes.
Check out the demo video below to see Fai create an event registration form from nothing but a simple prompt.
Try it for yourself! Ask Fai: “Create an event RSVP form for me.”
Use Case #2: Creating a Workflow Based on Conditional Logic
Perhaps one of the most beneficial use cases that Fai can assist with is building workflows. What used to be a manual and time-consuming process can now be completed in seconds.
In this example, an event registration form becomes the basis for a workflow that will segment respondents based on whether or not they want to make a donation along with their registration. Fai is capable of building a workflow based on this conditional logic, starting with the event registration form it previously created, and providing two branching paths for respondents.
Check out the demo video below to see Fai create a workflow based on conditional logic.
Try it for yourself! Ask Fai: “Create a new workflow with this form. If respondents say they don’t want to leave a donation, take them to the ‘Thank You’ page. If they do want to leave a donation, take them to a donation page.”
Use Case #3: Connecting to Salesforce
FormAssembly’s built-in Salesforce Connector is one of the platform’s most powerful benefits. With Fai, this advantage becomes even stronger – Fai automates the authentication and setup process so you can connect your Salesforce instance to a workflow in seconds.
Once connected, the Salesforce Connector validates and updates your data seamlessly, reducing the risk of duplicates and preventing disconnected records.
Note: This same process can be replicated for the HubSpot Connector.
Check out the demo video below to see Fai authenticate and connect Salesforce to an event registration form.
Try it for yourself! Ask Fai: “Add a Salesforce connection to the most recent form I’ve been working on. I want to create new contacts or update existing ones in Salesforce when the form is filled out.”
Use Case #4: Matching a Form to Your Company’s Branding
Fai is more than a form builder and workflow creator – it’s also a designer!
Fai can be used to match your forms to your company’s branding. You can tell Fai what fonts and colors to use based on your brand guidelines, or you can enter a prompt as simple as “Look at my website and design this form to match.”
Check out the demo video below to see Fai quickly design a form to match FormAssembly’s branding.
Try it for yourself! Ask Fai: “Look at my company’s website and change the theme of this form to match our brand colors.”
Try it for yourself!
Fai makes data collection and automation easier than ever. Whether you need to create a basic contact or event form, a workflow with conditional logic, or connect your forms to your CRM, Fai can handle it all.
Read more about how to create effective prompts for Fai in our eBook, Better Prompts, Better Outcomes.
Ready to see Fai in action? Start a free trial now.
