Does the Formium agent actually execute tasks?

Yes. Unlike copilots that only suggest, the Formium agent executes the work. It performs the actions you describe, such as adding rows to spreadsheets or sending emails.

How is this different from native AI in my tools?

Native AI is usually limited to one app. The Formium agent works across your entire stack, connecting Formium to your CRM, helpdesk, and communication tools.

How does it compare to Zapier for Formium?

Zapier requires you to build manual logic workflows. With DoMyWork, you simply describe the task in plain English and the agent figures out the steps to execute it.

Can I monitor what the Formium agent is doing?

The agent operates autonomously to handle your tasks. You can review its activity logs at any time to see every step it has taken across your apps.

Is my Formium data safe?

Yes. We prioritise data security and ensure that your Formium data is handled with strict protocols while the agent performs its tasks.

Can the Formium agent connect to multiple apps at once?

Yes. The Formium agent can handle multi-step tasks, such as reading a submission, enriching the data from the web, and updating multiple apps like HubSpot and Slack simultaneously.

AI Agent for Formium

Process form submissions, enrich lead data, and trigger follow-ups automatically. DoMyWork AI agents work with Formium and 1,500+ apps to turn entries into real business actions.

Process my latest form submissions and add them to HubSpot

Identify high-intent leads from my form and email them

Summarise feedback from my recent survey form

Check my form entries for missing contact details

Draft a thank-you note for every new form submission

Flag urgent support requests from my contact form

Agent for

Formium

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your form submissions into actions that move the business

Process new entries, enrich lead data, trigger follow-ups, and update your CRM.

24 leads added to HubSpot

Catch up on every lead from last week that nobody followed up on

"Check last week's submissions in Formium, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Enrich all recent leads with company data

"Pull the latest leads from Formium, search the web for their company size and industry, and add this info to my Google Sheet."

Send Message

Summarise survey feedback from this month

"Find all survey submissions from this month in Formium, highlight the top three pain points mentioned, and send a summary to the product team via Slack."

Send Message

Clean up duplicate form entries

"Check my Formium submissions for duplicate email addresses and remove the older entries from my connected spreadsheet."

Send Message

Compile a lead report for the sales team

"Take the last 50 form submissions, format them into a table, and email the report to the sales manager."

Send Message

Got a different task in mind? Describe it

Send Message

Find form entries with incomplete data

"Scan my Formium submissions for missing phone numbers or company names and flag them in a report."

Send Message

Check for errors in form data mapping

"Compare my recent Formium submissions against my CRM records to find any mapping errors."

Send Message

Archive old form submissions

"Move all Formium submissions older than six months to a separate archive spreadsheet."

Send Message

Verify email addresses from new forms

"Check the email addresses from my latest Formium submissions for validity and mark invalid ones in my spreadsheet."

Send Message

Generate a weekly data quality report

"Analyse my Formium data from this week, identify any formatting issues, and post a summary to my Operations Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Flag urgent support requests from contact forms

"Review my contact form submissions in Formium, identify those mentioning 'urgent' or 'broken', and create priority tickets in Zendesk."

Send Message

Draft responses to common form inquiries

"Find the latest inquiries in Formium, categorise them by topic, and draft replies for each in Gmail."

Send Message

Follow up on negative feedback

"Find any Formium survey submissions with a rating below 3, draft a personal apology email, and add it to my Gmail drafts."

Send Message

Identify feature requests from forms

"Scan Formium submissions for keywords like 'feature' or 'would like', and add them to my product roadmap in Trello."

Send Message

Schedule follow-up calls for new signups

"Find new signup form entries in Formium, check my calendar for availability, and draft email invites for the user."

Send Message

Got a different task in mind? Describe it

Send Message

Qualify new leads from the contact form

"Review the latest Formium submissions, score them based on company size, and add the high-intent ones to HubSpot."

Send Message

Draft personalised outreach for new leads

"Take the new leads from Formium, research their recent company news, and draft a tailored email in Gmail for each."

Send Message

Update CRM records with form details

"Take the latest Formium submissions, find the corresponding contact in Salesforce, and update their record with the new details."

Send Message

Identify leads ready for a demo

"Scan Formium submissions for 'demo' requests and create a task in Asana for the sales team to follow up."

Send Message

Send welcome emails to new form leads

"Find the new leads in Formium, draft a welcome email in Gmail, and add a reminder to my calendar to call them."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Formium AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Formium AI Agent

🛸 Autopilot

Act on every form submission the moment it arrives — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate them, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New submission is received in Formium

Describe...

1. Qualify and route new leads instantly

WhenNew submission is received in Formium

Then

Read the lead details, check if they match our ICP, and if they do, add them to HubSpot and notify the sales team in Slack.

Put on Autopilot

2. Send instant personal welcome emails

WhenNew submission is received in Formium

Then

Draft a personal welcome email in Gmail based on the form content and save it as a draft for review.

Put on Autopilot

3. Log form data to your master sheet

WhenNew submission is received in Formium

Then

Clean the lead data, format it, and add a new row to the master leads Google Sheet.

Put on Autopilot

4. Alert the team to negative feedback

WhenNew submission is received in Formium

Then

Check the sentiment of the feedback, and if it's negative, post an alert to the #customer-care Slack channel.

Put on Autopilot

5. Weekly digest of form activity

WhenEvery Monday at 09:00 AM

Then

Summarise all form submissions from the past week and email the report to the marketing lead.

Put on Autopilot

1. Validate new lead data automatically

WhenNew submission is received in Formium

Then

Check if the email is valid and the company name is real, then tag the record in the spreadsheet accordingly.

Put on Autopilot

2. Sync form data to your CRM

WhenNew submission is received in Formium

Then

Match the form submission to an existing CRM contact and update the fields with the new information.

Put on Autopilot

3. Flag incomplete form submissions

WhenNew submission is received in Formium

Then

Check if required fields are filled; if not, add a row to an 'Incomplete' sheet and notify the Operations team.

Put on Autopilot

4. Archive data to long-term storage

WhenNew submission is received in Formium

Then

Copy the submission details to a permanent backup spreadsheet for records.

Put on Autopilot

5. Daily error check on form integrations

WhenEvery day at 08:00 AM

Then

Scan the integration logs for any failed syncs and email a summary to the admin.

Put on Autopilot

1. Triage support tickets from contact forms

WhenNew submission is received in Formium

Then

Analyse the ticket urgency, assign it to the correct support agent, and send a confirmation email to the customer.

Put on Autopilot

2. Auto-reply to common questions

WhenNew submission is received in Formium

Then

Identify if the question is a known FAQ, and if so, send the pre-written answer to the customer.

Put on Autopilot

3. Escalate high-priority issues

WhenNew submission is received in Formium

Then

Check for keywords indicating a system outage, and if found, page the on-call engineer in Slack.

Put on Autopilot

4. Track customer sentiment over time

WhenNew submission is received in Formium

Then

Score the submission sentiment and log it to the customer's profile in the helpdesk.

Put on Autopilot

5. Monthly satisfaction report

WhenEvery first of the month at 09:00 AM

Then

Aggregate all feedback ratings from the month and email a summary to the Success team.

Put on Autopilot

1. Instant lead enrichment for sales

WhenNew submission is received in Formium

Then

Research the lead's company size and industry, then add this to the lead's record in Salesforce.

Put on Autopilot

2. Notify sales of high-value leads

WhenNew submission is received in Formium

Then

Check if the lead mentions a large company, and if so, send a priority notification to the sales rep.

Put on Autopilot

3. Auto-schedule demo follow-ups

WhenNew submission is received in Formium

Then

Check the lead's availability in their email, find a slot in the rep's calendar, and propose the time.

Put on Autopilot

4. Update CRM on new lead interest

WhenNew submission is received in Formium

Then

Create a new deal in the CRM for the lead and set the stage based on their form answers.

Put on Autopilot

5. Weekly sales pipeline update

WhenEvery Friday at 04:00 PM

Then

Summarise all new leads from the week and post the list to the sales pipeline Slack channel.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Formium

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Enrich and Score Lead

Agent

Enrich {{Lead Name}} at {{Company}} with size, industry, LinkedIn. Score against ICP and write a one-line reason.

Complete in a clickSend data to 1500+ apps

3. Add to HubSpot

Create ContactinHubSpot

4. Notify in Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify, enrich, and route leads in one click.

Clone This Playbook

Survey Analysis Playbook

Summarise feedback into actionable insights.

Clone This Playbook

Content Promotion Playbook

Draft social posts from form content.

Clone This Playbook

Lead Cleanup Playbook

Remove duplicates and fix formatting.

Clone This Playbook

Event RSVP Playbook

Manage event signups and reminders.

Clone This Playbook

Data Audit Playbook

Check form data for inconsistencies.

Clone This Playbook

Onboarding Sync Playbook

Sync new signups to internal systems.

Clone This Playbook

Inventory Update Playbook

Update stock levels from form orders.

Clone This Playbook

Security Log Playbook

Log form access attempts.

Clone This Playbook

Form Backup Playbook

Backup submissions to cloud storage.

Clone This Playbook

Ticket Triage Playbook

Categorise and assign support tickets.

Clone This Playbook

Client Onboarding Playbook

Send welcome packets to new clients.

Clone This Playbook

Feedback Loop Playbook

Follow up on customer feedback.

Clone This Playbook

Feature Request Playbook

Log and track feature requests.

Clone This Playbook

Renewal Reminder Playbook

Remind clients of upcoming contract renewals.

Clone This Playbook

Lead Outreach Playbook

Research and contact new leads.

Clone This Playbook

Meeting Prep Playbook

Prepare for sales meetings.

Clone This Playbook

Deal Update Playbook

Update CRM deals from form data.

Clone This Playbook

Competitor Research Playbook

Track competitor mentions in forms.

Clone This Playbook

Sales Call Follow-up Playbook

Draft follow-up emails after calls.

Clone This Playbook

1500+ App Integrations

Connect Formium + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New submission is received in Formium

Then

Recurring Work on autopilot

Autopilot

Lead Routing Playbook

Enter form ID

Qualify and enrich

Route to CRM

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Formium

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Formium AI Agent

An AI agent for Formium is an intelligent assistant that connects your forms to your other business apps. It reads submissions, extracts data, and performs actions like updating your CRM or emailing leads.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Formium

Turn your form submissions into actions that move the business

Catch up on every lead from last week that nobody followed up on

Enrich all recent leads with company data

Summarise survey feedback from this month

Clean up duplicate form entries

Compile a lead report for the sales team

Got a different task in mind? Describe it

Find form entries with incomplete data

Check for errors in form data mapping

Archive old form submissions

Verify email addresses from new forms

Generate a weekly data quality report

Got a different task in mind? Describe it

Flag urgent support requests from contact forms

Draft responses to common form inquiries

Follow up on negative feedback

Identify feature requests from forms

Schedule follow-up calls for new signups

Got a different task in mind? Describe it

Qualify new leads from the contact form

Draft personalised outreach for new leads

Update CRM records with form details

Identify leads ready for a demo

Send welcome emails to new form leads

Got a different task in mind? Describe it

How Does a Formium AI Agent Work

Act on every form submission the moment it arrives — with agents on autopilot

1. Qualify and route new leads instantly

2. Send instant personal welcome emails

3. Log form data to your master sheet

4. Alert the team to negative feedback

5. Weekly digest of form activity

1. Validate new lead data automatically

2. Sync form data to your CRM

3. Flag incomplete form submissions

4. Archive data to long-term storage

5. Daily error check on form integrations

1. Triage support tickets from contact forms

2. Auto-reply to common questions

3. Escalate high-priority issues

4. Track customer sentiment over time

5. Monthly satisfaction report

1. Instant lead enrichment for sales

2. Notify sales of high-value leads

3. Auto-schedule demo follow-ups

4. Update CRM on new lead interest

5. Weekly sales pipeline update

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Survey Analysis Playbook

Content Promotion Playbook

Lead Cleanup Playbook

Event RSVP Playbook

Data Audit Playbook

Onboarding Sync Playbook

Inventory Update Playbook

Security Log Playbook

Form Backup Playbook

Ticket Triage Playbook

Client Onboarding Playbook

Feedback Loop Playbook

Feature Request Playbook

Renewal Reminder Playbook

Lead Outreach Playbook

Meeting Prep Playbook

Deal Update Playbook

Competitor Research Playbook

Sales Call Follow-up Playbook

Connect Formium + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Formium AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Formium AI Agent