Use Cases

See FormOps in action
for your team

From HR and IT to Finance and Healthcare — see exactly how teams like yours use FormOps to replace scattered tools, remove manual steps, and move faster.

New Employee Form

In progress

Full name

Alex Thompson

Start date

Jun 2, 2026

Department

Product & Engineering

Equipment request · pending

MacBook Pro M4 + external monitor

HR & People Ops

Employee Onboarding

Streamline new hire paperwork, collect equipment preferences, emergency contacts, and compliance acknowledgements — all in one automated flow.

Personal details Emergency contacts Equipment request Policy sign-off
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Approval Pipeline

2 of 3 done

Manager sign-off

Sarah Chen · 10 min ago

Security review

IT Team · 5 min ago

Provisioning

Awaiting final step

IT & Security

IT Access Requests

Let employees request software licences, VPN access, and hardware from a single form with automatic routing to IT and manager approval.

Access type Business justification Manager approval IT provisioning
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Submission Queue

8 pending

Acme Corp Ltd

Received 2 hrs ago

Review

Stellar Supplies

Received 4 hrs ago

Docs needed

Nordic Print Co

Received 1 day ago

Approved
Finance

Vendor Onboarding

Collect tax documents, banking details, certifications, and compliance checks from new suppliers with an automated multi-step review pipeline.

Company details Tax & banking Certifications upload Compliance review
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Lead Pipeline Overview

+14 today

New

47

Qualified

23

Converted

11

Sales & CRM

Sales Lead Intake

Capture inbound leads from your website, events, and campaigns. Automatically score, tag, and route them to the right sales rep instantly.

Contact info Company & budget Use case details Auto CRM sync
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Intake Checklist

3 / 4 done

Demographics

Medical history

Insurance details

Consent e-sign

Healthcare

Patient Intake Forms

Replace clipboards with digital intake: medical history, insurance info, consent signatures, and pre-visit questionnaires in one place.

Demographics Medical history Insurance details Consent e-sign
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Approval Pipeline

2 of 3 done

Manager sign-off

Sarah Chen · 10 min ago

Security review

IT Team · 5 min ago

Provisioning

Awaiting final step

Finance

Expense Approvals

Employees submit expenses with receipts. Finance and managers review, approve, and track reimbursements within policy limits automatically.

Expense details Receipt upload Manager review Finance payout
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AI Insight Summary

Live

Top signal this week

"Work-life balance" mentioned 41% more — likely driven by recent policy change.

Positive

68%

Neutral

22%

Concerns

10%

HR & People Ops

Employee Pulse Surveys

Run recurring engagement surveys, collect anonymous feedback, and use AI to surface trends and actionable insights from responses.

Anonymous collection Likert & open text AI analysis Manager report
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Submission Queue

8 pending

Acme Corp Ltd

Received 2 hrs ago

Review

Stellar Supplies

Received 4 hrs ago

Docs needed

Nordic Print Co

Received 1 day ago

Approved
IT & Security

Change Request Management

Submit, review, approve, and track infrastructure or software changes with risk assessment, rollback plans, and full audit trails.

Change description Risk assessment CAB approval Implementation log
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Intake Checklist

3 / 4 done

Location & issue type

Photo upload

Priority triage

Technician assignment

Operations

Facility Maintenance Requests

Staff report issues from any device. Maintenance teams receive, prioritise, assign, and close tickets with a full history log.

Location & issue type Photo upload Priority triage Technician assignment
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