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What is FormAssembly?

Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack.

What is Atlas by ClearPeople?

Atlas by ClearPeople is an enterprise-grade knowledge management solution built to transform how organizations leverage their collective intelligence. It captures knowledge effortlessly at the source and structures it into a rich dataset that improves discoverability and AI accuracy. Atlas unifies content across Microsoft 365, intranets, extranets, and client-facing portals into a single pane of access. The platform delivers personalized, contextual knowledge tailored to each user’s role, client, and task. Advanced enterprise search enables users to find critical information in seconds instead of minutes. Atlas also helps organizations identify the right experts by connecting people with relevant experience and insights. Its AI-ready architecture ensures generative AI produces precise, trusted, and reusable outputs. Governance-by-design ensures compliance, security, and scalability across global environments. The platform supports innovation leaders by creating a sustainable knowledge fabric that is built once and reused everywhere. Atlas reduces repetitive work and frees teams to focus on higher-value activities. Organizations report significant gains in productivity, revenue, and operational efficiency. Atlas empowers firms to unlock the full value of their enterprise knowledge with confidence.

Media

Media

Integrations Supported

AWeber
Authorize.Net
Chargent
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Teams
MindCloud
My ConneX
PayPal
Salesforce
Stackreaction
Stripe
WordPress
iATS Payments

Integrations Supported

AWeber
Authorize.Net
Chargent
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Teams
MindCloud
My ConneX
PayPal
Salesforce
Stackreaction
Stripe
WordPress
iATS Payments

API Availability

Has API

API Availability

Has API

Pricing Information

Contact Sales. Visit website for plan options
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FormAssembly

Date Founded

2006

Company Location

United States

Company Website

www.formassembly.com

Company Facts

Organization Name

ClearPeople

Date Founded

2003

Company Location

United Kingdom

Company Website

www.clearpeople.com

Categories and Features

Data Collection

Experience the evolution of data gathering with our cutting-edge approach. Gather, link, and manage AI-ready information quicker than ever before. FormAssembly transforms the landscape of enterprise data collection and automation. With your integrated AI assistant, Fai, you can effortlessly design customized, compliant forms, streamline intricate workflows, and ensure clean, organized data flows seamlessly throughout your technology ecosystem. FormAssembly stands as a robust platform tailored for efficient data collection on a large scale. Featuring a user-friendly interface, sophisticated architecture, and built-in automation features, it enables you to effortlessly establish secure and compliant workflows while directing structured data to the essential systems your organization depends on. No developer involvement is required. No waiting periods. Just intelligent, rapid data solutions from the outset.

Forms Automation

Elevate your online forms with automated workflows to enhance efficiency. Seamlessly integrate and streamline multi-step form procedures. Guide respondents through conditional pathways, automate notification emails, secure necessary approvals, and create or modify Salesforce entries—all without needing to write code. Data collection often extends beyond a single submission. FormAssembly empowers teams to establish comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and advance processes automatically. Meet Fai, FormAssembly’s intelligent AI assistant, designed to help teams transition from conceptualizing an idea to implementing a functional workflow in no time. Simply outline the process you wish to automate, and Fai will assist in crafting the workflow framework, including necessary forms, routing logic, and automation sequences. Typical use cases include: - Multi-step approval processes - Application and onboarding sequences - Service request management - Document creation and signature processes

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Lead Capture

Data gathering typically extends beyond just one entry. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and seamlessly advance processes without manual intervention.

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Online Form Builders

Develop Forms to Elevate Your Business Transform tedious manual data adjustments into reliable automated data solutions. Our tailored forms seamlessly connect with the applications you depend on, featuring advanced elements like spam filtering, authentication, virus detection, and encryption for trustworthy data collection. Forms should serve a purpose beyond simply gathering information. FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and record-keeping systems such as Salesforce. Accelerate Form Creation with Fai Meet Fai, FormAssembly’s intelligent AI assistant, designed to streamline the transition from concept to form. Fai assists teams by generating form layouts, validation criteria, and workflow processes tailored to your data needs, enabling creators to design complex forms without requiring extensive technical skills, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake documents - Registration and application forms - Referral request forms - Internal submission forms

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Survey

Design Surveys That Gather Insights and Inspire Action Harness the power of survey responses to kickstart workflows, activate approvals, produce documents, and refresh your systems with FormAssembly’s adaptable tools. Our platform ensures a user-friendly experience that is mobile-optimized, professional, and engaging. Responses can set off automated workflows, direct data to appropriate teams or systems, create necessary documents, and facilitate approvals or subsequent actions. FormAssembly also offers survey functionalities tailored for any complexity level, featuring a variety of question types, branching and skip logic, mobile-responsive design, and branding options. Whether you require a straightforward feedback survey or a more complex process-oriented questionnaire, FormAssembly has you covered.

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Categories and Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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