Forms Automation 101: A Beginner’s Guide To Streamlining Data Collection

Streamlining Data Collection

You know, doing paperwork is the most hated part of the data collection process in any business, especially if you are drowning in it.

You need to keep track of different processes, and each process has a different kind of form that you’d need to fill out manually.

Yeah, you imagined it right.

Filling out form after form with your own hands can get pretty depressing after a while.

If only there was a way to simplify all your business operations and make them faster and more efficient.

Luckily for you, there is a way to do all that and much more with forms automation software.

In a world where speed and efficiency can be the difference between making a profit and a loss, this software is like a godsend.

But what is this software, and how can it help you simplify your data collection process? 

In this blog post, we will be discussing just that.

So, What Exactly is a Form Automation Software?

Form automation software is a means to create, share, complete, and digitally manage forms.

This not only removes paper waste from the form-filling process, but it also means that you do not need to manually file any paperwork anymore.

For the most part, this means that, from filling out applications, questionnaires, contracts, and surveys, form automation software can help you with pretty much anything that can be printed on paper.

By the end of 2024, you can expect more than 69% of managerial and filing work to be automated in many companies.

How Does Form Automation Work?

We all know that filling out any kind of paperwork can be tiring, but so is managing them and keeping them safe.

These are the two main problems that this form of automation software solves. 

It helps us in:

  • Creating and Managing Digital Forms
  • Taking Care of All Paper Forms

In the first case, the software helps you create and fill out the forms in an electronic way.

This means that businesses can easily create entirely paperless workflows, increasing their automation and efficiency.

And lastly, managing paper forms is pretty much a compromise at best.

“Taking care of all the paper forms” in this context means scanning all paper documents and converting them into digital ones. 

You need to understand content management needs before you settle on form automation software. 

What Makes Form Automation Software So Good for Businesses

Form automation software allows businesses to pretty much replace all the manual and time-consuming tasks with simple automated processes.

This means that businesses can design, fill out, and process forms with just a couple of clicks, removing the need for manual data entry.

Aside from this, automation also removes any chance of errors that humans can make while filling out paperwork.

Form automation software comes with a ton of features that make it a must-have for businesses of any scale and size.

  1. Custom Form Creation: It’s very easy to design forms that can be customized to your enterprise’s needs.
  2. Integration with Every System: Different companies have different types of software and systems in place and form automation software is compatible with most of them.
  3. Automating Workflows: You can also simplify all the complex workflows within your company with automation.
  4. Reporting and Analysis: This type of software also gives you insights into your company’s data with its reporting features. It means that you can make better-informed decisions with this data.

What are the Benefits of Using Form Automation Software?

You know, forms are the way that many businesses can collect data and they are applicable across industries.

From sharing medical history with doctors to depositing money into your bank account, forms allow us to share important data and information with services and companies.

But what about form automation? How does it benefit businesses in the first place?

Let us take a look at why it is such a game-changer.

It Saves a lot of Time

Manually filling out form after form takes time and you can even make mistakes.

Forms automation can pretty much eliminate this whole process, which leaves you more time to focus on the things that matter most, your work.

And, aside from removing the chance for any mistakes, this software can easily integrate with the systems your company is using.

This means that you do not even need to learn coding to add this to your workflows.

Zero Mistakes

Hey, humans can make mistakes, but it can be pretty expensive if these mistakes happen in a business setting.

Form automation software comes with the ability to validate data to make sure that all data entered is correct before it can proceed any further.

More Productive Employees

Automation of all your small tasks (like paperwork and filing) means that your employees can be more productive.

This leaves them with more time to focus on things that need human creativity and ingenuity.

Easy Data Collection

Before form automation software was a thing, companies would have to manually fill out forms.

Plus, storing these files would need a large space, and once filed, retrieving these forms could be quite confusing.

By digitizing the whole process, businesses have removed the need to manage any paper forms physically.

And with the software, data can not only be stored in a digital format, you can even retrieve it with a simple query.

More Secure Data

Security is one major concern for many enterprises, and automated form software comes with features that can encrypt data.

This means that anyone outside the company or the network cannot access the content of the forms.

Saving a Lot of Money

Since everything is digital, the need for printing, filing, and storing paper forms is not needed anymore.

Plus, there is no need to hire extra labor for these tasks anymore.

This can help your company save a ton of money.

How Can You Use Form Automation Software in Your Business?

How to use form automation software

Adding form automation software to your business can bring a lot of benefits for you, but the process can be a little complex.

It needs to sit well with your company’s needs, be customizable, and fit in with the systems you’re using.

Think about where you need it the most, do you need an automated customer support process or are you looking to just simplify and automate all the form-filling needs of your company?

This software also needs to help automate most of your workflows and should be easy to train your employees on.

What Will the Future Be Like for Form Automation?

After the pandemic, many businesses have started to adopt automation and digital processes to improve their productivity and efficiency.

Today, with artificial intelligence and machine learning being implemented in pretty much all industries, companies can use these technologies to allow intelligent data capture and predictive analysis.

The form automation software market is projected to grow at a compound annual growth rate (CAGR) of 16.3% from 2022 to 2032, reaching a valuation of $1.2 billion. The market was valued at $7.09 billion in 2018

The form automation software market is projected to grow at a compound annual growth rate (CAGR) of 16.3% from 2022 to 2032, reaching a valuation of $1.2 billion. The market was valued at $7.09 billion in 2018


Form automation software is not just a trend, it is a tool that many businesses need to simplify their workflows and improve their productivity.

It can save time and money and also reduce the chance of errors in your data collection process.

Aside from this, this software also allows you to automate your form-filling and management process.

By implementing form automation software in your business process, you can forget the days you need to be buried in paperwork every day just to get by.

And with AI and ML bringing in more innovations, you can expect more features in the future.

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