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Formity

Formity: Easily create powerful forms to enhance work efficiency and data collection quality.

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What is Formity?

Formity is an advanced AI-driven platform designed to streamline the creation, management, and analysis of digital forms and documents. It offers a comprehensive suite of tools that enable users to automate form-filling processes, extract data from documents, and manage workflows efficiently. Whether you’re working in a corporate environment, educational institution, or healthcare facility, Formity simplifies document handling and enhances productivity.

Key Features

  • Automated Form-Filling: Utilize AI to automatically fill out forms based on pre-existing data, reducing manual input errors and saving time.
  • Data Extraction: Extract structured and unstructured data from various document formats, including PDFs, Word documents, and images.
  • Workflow Management: Manage and automate workflows for document approval processes, ensuring smooth and efficient operations.
  • Customizable Templates: Create and customize templates for different types of forms, ensuring they meet specific organizational requirements.
  • Integration Capabilities: Seamlessly integrate with existing systems such as CRM, ERP, and other business applications.

How to Use Formity

  1. Sign Up: Create an account on the Formity platform by providing basic details and verifying your email address.
  2. Upload Documents: Upload the forms or documents you wish to manage through the platform. Formity supports multiple file formats, including PDF, DOCX, and JPG.
  3. Configure Automation: Set up automated form-filling rules and data extraction parameters. This involves specifying which fields should be filled and how data should be extracted.
  4. Manage Workflows: Define and manage workflows for document approval processes. Assign tasks to team members and set deadlines for each step.
  5. Monitor Progress: Track the progress of document processing and workflow steps in real-time through the dashboard.

Pricing Information

Formity offers flexible pricing plans to suit different needs:

  • Basic Plan: Free plan with limited features, ideal for individual users. Includes up to 50 automated form-fills per month and basic data extraction capabilities.
  • Professional Plan: $29/month, suitable for small teams. Offers unlimited form-fills, enhanced data extraction, and basic workflow management.
  • Enterprise Plan: Custom pricing for large organizations. Includes all Professional Plan features plus advanced customization options, priority support, and integration with third-party systems.

Helpful Tips

  • Optimize Data Extraction: Ensure that the documents you upload are well-organized and formatted consistently to improve data extraction accuracy.
  • Regularly Update Templates: Keep your form templates updated to reflect any changes in your organization’s requirements.
  • Utilize Automation: Leverage automation to reduce manual tasks and minimize human error in form-filling processes.
  • Train Your Team: Provide training sessions for your team members to familiarize them with the platform’s features and best practices.

FAQ

Can I generate images using Formity?
No, Formity is primarily focused on managing and automating digital forms and documents. For image generation, consider using platforms like DALL·E or similar AI-driven image creation tools.
How many forms can I manage with Formity?
The number of forms you can manage depends on your chosen plan. The Basic Plan allows up to 50 automated form-fills per month, while the Professional and Enterprise Plans offer unlimited form-fills.
Will my information be used for your training data?
No, Formity respects user privacy and does not use uploaded documents or form data for training purposes. Users have the option to delete their accounts and associated data at any time.
When would I need a Formity subscription?
If you require more than 50 automated form-fills per month or need advanced features like workflow management and integration with other systems, subscribing to the Professional or Enterprise Plan would be beneficial.

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