Copilot

Build and deploy workflows in minutes

As part of the Formstack Platform, Copilot combines data capture, document generation, and eSignature collection into one workflow builder. Quickly automate processes with the help of practical no-code tools.

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17 hours/week

Formstack saves teams an average of 17 hours per week, giving them more time to focus on impactful work.

90%

90% of customers say Formstack helps them get their job done.

G2 Leader

G2 named Formstack a 2022 leader in Online Forms, Document Generation, and eSignature collection.

A faster way to automate what matters

With Copilot, anyone in your organization can go from idea to solution in just a few clicks. Easily spot gaps in your processes and adapt your workflows as your needs evolve—all from the convenience of a single drag-and-drop workflow builder.

 
 
 
 

Create workflows without code

Empower your team with a solution that helps you automate the work that matters and deliver experiences your customers love.

Visual Workflow Builder
Quickly create, edit, and manage your workflows with the help of an intuitive drag-and-drop interface.
Custom Branding
Keep your workflows on brand by adding logos, colors, fonts, and other design elements to your forms and documents.
Form-to-Form Prefill
Include multiple forms in your process by setting forms to prefill with data from a previous form step.
Dynamic Participants
Set logic that will dynamically determine participants for each step in your workflow depending on previous steps.
Multiple Users
Enable several team members to build, edit, and share workflows so no one is working in isolation.
Workflow Dashboard
Track progress for existing workflows and gain insights on what is and isn’t working so you can make improvements.
Admissions Connect
Extend your workflows into Salesforce by connecting to Forms for Salesforce, our native Salesforce form builder.

Streamline processes across your org

Copilot puts endless possibilities within reach. Here are just a few examples of the processes you can automate.
Service Agreements
Client Intake
Employee Onboarding
Solve dozens of workflow problems from the convenience of one, easy-to-use platform.
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25,000+ organizations have automated over 140 million interactions with Formstack
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Solutions to fit any need

Increase your lead generation.

Convert more leads into customers with Formstack's smart lead forms and powerful conversion rate optimization tools.
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Automate work with Formstack

Want to learn more? Connect with someone on our team to help you automate the processes that matter and be more productive.

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