FormAssembly’s AI builder turns talk into workflows in minutes

A no-code engine for compliance-heavy workflows

FormAssembly has rebuilt its platform to let teams automate business processes without writing code. The seven-month effort packs form creation, workflow logic, and compliance checks into a single interface.

Cedric Savarese, the company’s founder and CEO, said the goal is to help organizations collect and act on structured data quickly, especially in fields like healthcare and finance.

Chat replaces forms with guided conversations

Traditional online forms are gone. Instead, users talk to an AI agent through chat or voice. The agent asks questions, adapts to answers, and turns unstructured replies into structured data that downstream systems can use.

Predefined data templates steer each conversation, while privacy rules block the agent from seeing sensitive information unless explicitly allowed.

Design workflows by talking, not dragging blocks

The platform’s AI assistant, Fai, lets users describe a process in plain English—"I need an approval workflow for new vendor contracts with e-signatures and a final payment step." Within minutes, Fai assembles the entire sequence.

FormAssembly says recreating real customer workflows on the new system cut development time from days or weeks to minutes.

Third-party AI models keep customer data private

FormAssembly does not train its own AI models. It plugs in models from Anthropic, and has zero-retention agreements with both Anthropic and OpenAI. That means customer data is never stored by the AI providers or used to train their models.

The company calls the approach a way to keep sensitive information secure while still offering powerful automation.

Compliance checks run before launch

Before any workflow goes live, the system checks it against compliance policies. Organizations can choose built-in rules or write their own based on internal guidelines or external regulations like HIPAA or GDPR.

Flagged issues go to a human reviewer instead of being blocked outright, giving teams flexibility while maintaining oversight.

Focus on human-driven processes, not back-end IT

FormAssembly is not trying to replace enterprise giants like ServiceNow. It focuses on processes that start with human input—applications, registrations, or service requests—where structured data is the backbone.

Existing customers will move to the new platform in January. Pricing stays the same for core features, but advanced automation tools may cost extra.

From bootstrapped startup to compliance workflow leader

FormAssembly began in 2006 and spent its first 13 years bootstrapped. It took a $10 million funding round in 2019 and now serves thousands of customers in healthcare, finance, education, and government.

Its long background in secure data collection gave it a foothold with organizations that need auditable, compliant workflows.

Key takeaways

• AI-driven no-code tools let teams in healthcare, finance, or government spin up compliant workflows in minutes instead of weeks—no engineers required.
• Relying on third-party AI models with zero-retention contracts could set a template for other SaaS firms handling sensitive data.
• Built-in compliance checks give enterprises confidence that workflows meet internal policies or external rules before they go live.

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