FormGenie AI for Creatio
AI inside
FormGenie AI integrates with Creatio to streamline document‑driven processes by automatically turning incoming files into structured data and updating CRM/ERP records.
Overview
Product overview
Product description
The solution is designed to streamline document-driven workflows and can be applied across multiple industries and departments. Its main focus areas include:
- Industries: Financial services, insurance, healthcare, legal, manufacturing, and any industry where document management and data extraction are critical.
- Company Departments: Finance, HR, Legal, Operations, Procurement, and Customer Service – any team that handles contracts, invoices, reports, or other structured/unstructured documents.
- Automating data extraction from documents (e.g., invoices, forms, agreements)
- Updating CRM or ERP records automatically based on extracted data
- Reducing manual data entry errors and improving workflow efficiency
- Supporting audit and compliance processes by maintaining accurate records
Key Features
About FormGenie AI
FormGenie AI is a smart assistant that converts uploaded documents (PDF, DOCX) into structured data for Creatio records.
Goal of FormGenie AI
Designed to eliminate manual data entry by:
-Reading forms, applications, KYC documents, & more
-Extracting key information like name, address, DOB, employment details, & IDs
Mapping Data with FormGenie AI
Unleash the Power of Document Automation with FormGenie AI! FormGenie AI maps extracted values to CRM fields and enables one-click or bulk updates with confidence-driven control.
Pricing
Monthly
Annual
Standard
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
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Support
Support is available for this application
To keep this listing free of charge, support is provided only by email.
Installation
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0.0
8.3.1
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.