AI Agent for Market Research — Built for Formatting
Automate Market Research for teams using Formatting. Arahi AI agents handle the workflow end-to-end — no code, set up in minutes.
Brief drafted — 12 sources cited. Action items pulled:
Meeting notes
- • Lindy launched a $99 starter tier — undercutting our Pro by $50.
- • Relay shipped a Slack-native agent builder; demo gif on landing page.
- • Stack AI raised $25M; expect aggressive ad spend through Q2.
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 meeting transcript end-to-end
- 2Extract decisions, commitments, and next steps
- 3Update the deal record and advance the stage if criteria met
- 4Notify the right teammate with the relevant context
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.
Lindy launched a $99 starter tier — undercutting our Pro by $50.
Action items extracted; assignees notified in Slack.
Three deals moved to next stage; risks flagged for the AE.
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.
- Agent2:47 PM
Updated Notion · Compete tracker with the meeting outcome.
- Agent2:46 PM
Advanced deal stage; the criteria for Proposal were met.
Reason: Budget confirmed and decision-maker identified per stage definition.
- Agent2:45 PM
Wrote meeting notes for Competitor brief · Week of Mar 10.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Yes. You define exactly which Formatting events start market research workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so market research actions only fire when your specific criteria are met in Formatting.
Arahi AI connects natively with Formatting to handle the full market research workflow. The AI agent monitors Formatting events, processes market research tasks automatically, and writes results back to Formatting — no copy-pasting or tab-switching required.
Yes. You can create parallel market research workflows that respond to different Formatting events or conditions. For example, one market research flow for new Formatting records and another for updated ones — each with independent rules and actions.
Yes. The market research agent connected to Formatting simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single market research workflow can pull data from Formatting, process it, and push results to multiple destinations.
The dashboard shows market research-specific metrics for your Formatting integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Formatting-triggered market research workflows perform over time.
Manual market research in Formatting requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling market research tasks in real-time as Formatting events occur — running 24/7 with consistent accuracy and zero fatigue.
The Formatting integration maintains a persistent real-time connection for market research automation with automatic retry logic and continuous monitoring. If Formatting experiences downtime, queued market research tasks process automatically once connectivity resumes.
No coding required. The no-code builder walks you through connecting Formatting and configuring market research rules visually. Your team can set up, modify, and manage Formatting-based market research workflows without any developer involvement.
Arahi AI connects to Formatting via one-click OAuth, then runs market research workflows that read and write Formatting data on a schedule or in response to triggers. You configure the rules once; the agent executes market research across every relevant Formatting record without developer involvement.
Formatting holds the data; AI supplies the judgment and throughput. Together they turn market research from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Formatting-adjacent work that genuinely needs human attention.
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