System of record
Formstack Documents

Beagle for Formstack Documents.

Beagle puts Formstack Documents to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.

Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.

In the channel

See it work.

One thread: ask about your Formstack Documents in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.

#formstack-documents
Maya9:41

@beagle what's the latest from Formstack Documents?

BeagleApp9:42
The trail
  • Read this week's files in Formstack Documents
  • Flagged the two that changed since Monday
  • Drafted the next step, held for your nod

Two files need you today - both linked below with what changed. The next step is drafted, one nod from going out.

Formstack Documents · read this weekDraft · held for your nod
later, unprompted
BeagleAppNoticed2:17

A file lands or is shared - Beagle catches it in Formstack Documents, pulls what matters, and is ready to file it and draft the summary. It goes out when you nod, not before.

Formstack Documents · watchedDraft · held for your nod
Message #formstack-documentsBeagle is typing
Day one

What Beagle does.

With Formstack Documents connected, from day one.

  1. Reads your Formstack Documents

    Ask in plain language and Beagle answers from Formstack Documents - "what changed this week?" - in the channel, with sources attached.

  2. Keeps Formstack Documents current

    When a file lands or is shared, Beagle can file it and draft the summary, waiting for your nod before it writes anything back.

  3. Watches while you work

    No prompt needed. Beagle notices the files that matter and brings them to Slack or Microsoft Teams.

Pair it

Connect Formstack Documents to.

One teammate across both tools. No zap to build.

Browse every connection

FAQ

Common questions.

Does Beagle integrate with Formstack Documents?

Yes. Connect Formstack Documents with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What can Beagle do with Formstack Documents?

Beagle watches Formstack Documents for when a file lands or is shared and is ready to file it and draft the summary. You can also just ask it questions about your files in plain language.

Is the Formstack Documents connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Formstack Documents - and nothing is sent or saved until you approve it.

Do I need a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Formstack Documents workflows by hand.

Keep exploring

More integrations.

Formstack Documents, handled.
Hire the dog.