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RareForm AI
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What we do

Automation for the work that slows your team down.

Practical automation for the everyday problems that slow a business down. Every engagement starts from a real bottleneck, not from a tool we want to sell you.

Tools

We build on what you already pay for.

We’re platform-agnostic. Your existing systems come first; automation platforms, AI models or custom code are brought in only where they’re the right fit for the job.

Your tools, connected. Hover a system to see its data move · click to sync

In practice

What it looks like inside your business.

Organised by the part of the business it helps. Most clients start with one, then add more once it’s carrying real weight.

Sales

Never miss a lead

Every new enquiry answered within seconds, qualified against your criteria and booked into the calendar — from any channel, at any hour.

Web forms · SMS · GoHighLevel · Calendly

Sales

Coach every call

Calls transcribed, summarised and scored, with objections and next steps logged to the CRM, so new reps ramp faster and managers coach from evidence.

Fathom · Gong · Fireflies · HubSpot

Customer service

Answer customers instantly

An assistant trained on your policies handles routine questions and passes complex cases to your team with full context — shorter waits, same standard of care.

Intercom · Zendesk · website chat · SMS

Sales operations

A pipeline that updates itself

Notes, tasks and follow-ups created automatically after every call, email and form fill, so the pipeline stays current without anyone doing data entry.

HubSpot · Salesforce · Make · Zapier

Operations

Paperwork without the typing

Invoices, orders, IDs and forms read with AI OCR, checked against your rules and written straight into the right system — no re-keying, fewer errors.

PDFs · scans · email attachments

Your team

Answers on demand

A private assistant over your SOPs, policies and past work, giving staff a sourced answer in seconds instead of a search through shared drives.

ChatGPT · Claude · custom GPTs

Finance

See what’s coming

Revenue, demand and cash forecasts built from your own history, plus weekly reports that assemble themselves from live data.

Google Sheets · Looker Studio · Power BI

Operations

Work that routes itself

Systems connected, tasks routed and approvals triggered automatically, so work keeps moving and fewer things sit waiting on a person.

n8n · Make · Power Automate · APIs

And more…

Onboarding, scheduling, invoicing, expense approvals, compliance checks, custom workflows. If it’s repetitive and follows rules, it’s usually a candidate.

Not sure which of these fits?

That’s what the strategy call is for. You leave knowing which workflow to automate first.

Book a strategy call

RareForm AI

AI automation and integration for growing businesses. We take the repetitive work off your team and connect AI to the tools you already run.

Services

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