Tell us how we could make Formata more useful for you and your customers.
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In Progress
Gmail Labels Integration
Modify the Gmail integration to pull only emails with specific labels. To increase trust and security, you’ll have to label emails you want to give Formata access to. When a customer is being met with, we will query each team member’s mailbox (who have connected Formata to Gmail) for conversations with that customer only. Of those conversations, Formata will only be granted access to the ones with labels that you’ve configured in-app. Although this makes getting started with Formata slightly more involved, it is a priority of ours to respect the confidentiality of specific conversations, and using the Gmail labeling features will enable us to give our users more fine-grained control over their data and how the Formata platform utilizes it. We will include docs when this change is made, outlining the specifics of the Formata Gmail integration.
"generate follow up email" button
use AI/agent to search through previous emails, Linkedin messages, meeting transcripts, etc. to generate meeting follow up and automatically show me how long it has been since a communication.
In Progress
Prep Now Button on Meetings
Currently, meeting prep is automatically generated 30 minutes before a customer meeting. We’re adding a “prep now” button on scheduled meetings so that meeting prep is available when you need it. Then, 30 minutes before the meeting, we’ll send the prep out again and check for any updates.
Completed
Additional Team Domains
Add an explicit list of email domains that are associated with a team. All participants of a meeting with this domain will be considered team members.
Completed
Collaborative Team Environment
We’re making Formata team-based, so that with each customer interaction, Formata takes the entire team’s knowledge & integrations into account. For example, when meeting with a customer, Formata would use not only my email history with that customer, but also my colleagues’ email history to create meeting prep & improve that customer’s contact details.
Planned
External Research
Internet research with an account, providing an external perspective for how your customer is doing company-wise, professionally, and with your product.
Planned
settings for when i want to receive meeting briefs
be able to customize timing, 30 mins before, 1 day before, 1 week before, etc.
meeting type tagging and templates for different meetings
customize meeting briefs sent in slack to be for different types of meetings. may be different for an onboarding call, check in, QBR, etc.
Planned
Send meeting brief to my customers
Send a meeting brief to my customers based on our previous communications
Integration with Atlassian Jira
I would be beneficial to show or pull data from Jira tickets associated a client
Integration with Atlassian Confluence
It would be beneficial to be able to pull customer data from Confluence pages