AI-guided field workflow builder
Fulcrum and AI turn a description of the job into a workflow your crews can trust in the field.
Now in Fulcrum Labs. Our new MCP connector and AI Toolkit let AI assistants like Claude and Copilot build directly inside Fulcrum.
Trusted by nearly 3,000 companies and 50,000 users in 100+ countries
What Fulcrum’s AI form builder builds
Fulcrum’s AI form builder turns a natural language description of a field process into a working Fulcrum form and the workflow around it. Describe the job the way you would explain it to a new hire, and an AI assistant connected through the Fulcrum MCP connector and AI Toolkit builds it inside Fulcrum, including:
- Forms and fields that match the job, with validation on every entry
- Conditional logic, safety gates, and strict step sequences
- Custom workflow automation and custom reports
- Offline capture, location on every record, media handling, permissions, and an audit trail, inherited from the Fulcrum platform
Fulcrum’s AI form builder handles the work that standard form builders struggle with, from confined space entry permits to soil boring logs with layer drawings to weld maps that track nondestructive testing and coating status.
Proof from a team building with AI
“Its flexible data architecture and powerful API provide a strong foundation for innovation, enabling us to integrate AI-assisted workflows that streamline processing, improve accuracy, accelerate turnaround times, and ultimately deliver greater value for our clients.”
Ben Allwood, Director, Fraser-Lever
Run, record, and close it out
Fulcrum’s AI form builder runs on the Fulcrum field operations management platform, which gives operations teams total visibility and control across the entire lifecycle of physical work, connecting field crews and office systems on one AI-native platform.
Run the job in the field
Record as structured data
Report and close out clean
Watch a workflow get talked into existence
Follow along as a plain-language request becomes a finished Fulcrum workflow, complete with the logic the job demands.
Your paper forms just ran out of excuses
Somewhere in your operation, a confined space permit or a pipeline weld map is still living on paper. See what changes when the people who know those jobs can build the workflows themselves using AI.
Offline, mapped, and approved from the first build
Your crews get offline use, reliable sync, and GIS in every workflow from the moment it’s built.
Your IT team gets the security model, permissions, and audit trail it already signed off on.
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How the Fulcrum AI form builder works
Step 1. Describe the job
Explain the process in plain language, or hand over the document that already describes it: a permit, a checklist, or a spec.
Step 2. Let AI build it in Fulcrum
Your AI assistant uses the Fulcrum MCP connector and the AI Toolkit to build your workflow directly in your Fulcrum account, including fields, logic, automation, and reports.
Step 3. Deploy it to your crews
Push the finished workflow to field teams. It runs on the same security model, permissions, and data structure your IT team already approved, so nothing new lands on the platform team’s list.
An AI workflow builder is only as good as the platform under it
Offline capture, sync, GIS, and security have to arrive with the platform before AI writes a single field. Find out what else belongs underneath, and how governance follows every build from first draft to deployment.
Our customers love us!
Fulcrum helps field organizations run their work, record it as it happens, and close it out faster, saving time and cutting costs along the way.