FormAssembly Process Automation: Product Demo | Client Onboarding
This FormAssembly product demo shows our data collection and workflow automation platform in action, using a real financial services use case: client onboarding.
Instead of chasing PDFs and re-keying data, the firm uses Fai, FormAssembly’s AI assistant, to instantly convert PDF templates into web forms — then connects them to Salesforce in minutes.
In the demo, you’ll see how to:
- Convert existing PDF templates into web forms
- Look up and pre-fill data dynamically to cut manual entry
- Sync responses to Salesforce in real time
- Auto-generate documents and attach them to the right account records
The result: onboarding that’s faster, more accurate, and fully digital.
