AI Agent Integration for Formstack

Formstack has long empowered teams to build no-code forms, automate business processes, and manage digital documents hassle-free. But even the most seamless interfaces can hold teams back if information is siloed or manual handoffs slow down progress. By connecting Formstack with Runbear’s AI agents, teams unlock an entirely new layer of productivity: instant access, automation, and collaboration—all within their favorite team chat tool.

About Formstack

Formstack is a leading workplace productivity platform designed for organizations seeking to streamline data collection, automate workflows, and manage digital paperwork—all with minimal code. It offers an intuitive form builder for creating online forms, powerful workflow automation tools, electronic document generation, and secure e-signature collection. With integrations for 100+ apps and a user base spanning over 25,000 organizations, Formstack is trusted by teams in HR, sales, healthcare, education, and beyond to digitize and accelerate critical business processes. Typical adopters include operations managers, HR leaders, sales teams, and customer service professionals looking to increase efficiency, and reduce paperwork bottlenecks, and improve overall team collaboration across departments.

Use Cases in Practice

Integrating Formstack with Runbear’s AI agent transforms team productivity by making Formstack data and workflows conversational, automated, and easily accessible inside Slack or Teams. Here’s how each use case plays out in practice:

Imagine a sales team needing a non-disclosure agreement right before a call—rather than searching Formstack, they ping the AI agent in Slack: "Get the latest NDA for Acme Corp." The agent retrieves the correct template, pre-fills known fields, and delivers the document in seconds.

For HR teams, scheduled daily summaries provide morning insights: "Yesterday’s job application form received 42 submissions and top sources were LinkedIn and the careers page." No extra clicks—just automatic, actionable updates.

Need to audit customer feedback? Team members ask the AI agent, "Show recent complaints in Formstack" or "Summarize survey results for Q2." The agent analyzes responses, shares trends as charts, and even suggests next steps—all without leaving chat. This is similar to the experience described in Instantly Query Excel Reports in Slack—No More Manual Data Checks, but customized for Formstack data.

When it’s time for document review or sign-off, the AI agent coordinates approvals directly in Slack. It notifies stakeholders, tracks decision status, and posts reminders—streamlining what would otherwise be a scattered, email-driven process. For teams looking to extend this capability, see Save Time on Documentation: Turn Slack Conversations into Google Docs for inspiration on automatic document management.

Put simply, the AI agent brings Formstack to where your team collaborates, making every process smarter, faster, and less reliant on manual effort.

Formstack vs Formstack + AI Agent: Key Differences

Integrating Formstack with Runbear transforms static, siloed form data into dynamic, chat-driven experiences. Instead of navigating dashboards, team members can interact with an AI agent inside Slack or Teams to retrieve metrics, automate document workflows, and trigger actions—all with natural language commands. This shift empowers teams to act faster, collaborate better, and reduce manual steps, turning Formstack into a real-time, AI-powered productivity partner.

Implementation Considerations

When integrating Formstack with Runbear, teams should plan for a few practical considerations. Initial setup involves connecting Formstack as a data source and configuring the AI agent to understand your specific forms and workflows. Teams may need brief training on how to prompt the AI in Slack or Teams, and decide who owns which automated tasks. Historical Formstack data should be governed properly, ensuring only the right team members can access sensitive information. Costs will often drop as time spent on manual document searches and reporting falls, but leaders should weigh ongoing subscription expenses for both Formstack and Runbear. As the AI agent acts in your team chat—sometimes automating document or approval workflows—clear policies around permissions, security, and data privacy are critical. Change management is best approached with open communication: demonstrate the AI agent’s value in small wins, encourage feedback, and incrementally increase automation to boost adoption and maximize team productivity.

Get Started Today

As teams look for smarter ways to harness Formstack’s potential, integrating it with an AI agent through Runbear is a practical game-changer. By empowering teams to work directly from Slack or Teams, you’ll save hours each week, close collaboration gaps, and automate paperwork at scale—all while keeping workflows secure and auditable. Start your Runbear + Formstack journey today and see just how quickly an AI agent transforms routine tasks into powerful productivity wins for your entire team. Try it and unlock truly intelligent automation for every team member.