Automate Feedback Collection Across Formatting with AI
Purpose-built AI agent for Feedback Collection — connects to Formatting in minutes so your team can stop doing the work by hand.
247 surveys sent · 3 detractors routed. Sample reply trigger:
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Formatting
Link Formatting to Arahi AI in one click. Your tasks, projects, and documents sync automatically.
Set Up Workspace Automation
Define triggers in Formatting — new tasks, status changes, due dates — and the AI actions that follow.
Work Smarter, Not Harder
Your AI agent keeps Formatting organized while you focus on execution. Track productivity gains on your dashboard.
Saw your 4/10 — what would have made it a 9?
ChatGPT flagged your NPS reply for follow-up. You said the onboarding video was hard to follow — that's on us, and I'd love 10 minutes to walk you through the parts that bit.
Personalized using LinkedIn activity from the last 30 days.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to alex@kibblecorp.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Send NPS surveys via @Formatting 30 days post-launch, route detractors to Custom
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
The Formatting integration maintains a persistent real-time connection for feedback collection automation with automatic retry logic and continuous monitoring. If Formatting experiences downtime, queued feedback collection tasks process automatically once connectivity resumes.
Yes. You define exactly which Formatting events start feedback collection workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so feedback collection actions only fire when your specific criteria are met in Formatting.
Teams automating feedback collection through Formatting typically save 10-20 hours per week on manual processing. The ROI dashboard tracks time saved, tasks completed, and error reduction so you can quantify exactly what Formatting-powered feedback collection automation delivers.
All data exchanged between Formatting and Arahi AI during feedback collection processing is encrypted in transit and at rest. We use OAuth tokens for Formatting access, never store raw credentials, and maintain full audit logs of every feedback collection action.
The agent triggers surveys at the moment of peak feedback value — post-purchase, post-resolution, post-onboarding, or at formatting-specific lifecycle milestones. Timing is calibrated for highest response rate, not arbitrary monthly blasts.
Yes. The agent reads open-text feedback, identifies themes, scores sentiment, and surfaces operational issues that need attention — turning unstructured feedback into prioritized improvement workstreams for your formatting team.
When the AI hits an edge case during feedback collection processing in Formatting, it escalates to your team with full context — the Formatting record, what was attempted, and why it needs review. Your feedback collection pipeline never stalls or loses data.
Arahi AI connects natively with Formatting to handle the full feedback collection workflow. The AI agent monitors Formatting events, processes feedback collection tasks automatically, and writes results back to Formatting — no copy-pasting or tab-switching required.
The feedback collection agent scales automatically as your Formatting activity grows. Whether you process 10 or 10,000 feedback collection tasks per day from Formatting, the AI handles the volume without slowdowns or additional configuration.
No coding required. The no-code builder walks you through connecting Formatting and configuring feedback collection rules visually. Your team can set up, modify, and manage Formatting-based feedback collection workflows without any developer involvement.
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