🚀Quick Start Guide
Get your first automated meeting brief in under 10 minutes.
Formata is designed to get you up and running quickly. Follow these simple steps to start receiving intelligent customer insights before every meeting.
Step 1: Create Your Account
Navigate to https://app.formata.io and log in with your credentials.
Once logged in, you'll be taken to your dashboard, where you can begin the setup process.
Step 2: Add Your Subscription
Go to your Profile & Settings page in the navigation menu by clicking your name on the top right
Click on Billing and select your preferred subscription plan
Complete the subscription setup
Your subscription activates immediately, giving you access to all integration options.
Step 3: Connect Your Integrations
Formata works by connecting to your existing tools. We'll walk you through each integration—some are required for core functionality, others enhance your experience.
Required Integrations
These integrations are essential for Formata to deliver your meeting briefs:
📅 Google Calendar (Required)
Formata needs access to your calendar to know when meetings are scheduled.
Setup Process:
Click Connect Google Calendar
Click Allow when prompted for permissions
Time to complete: 30 seconds
💬 Slack (Required)
This is where you'll receive your automated meeting prep briefs.
Setup Process:
Click Connect Slack Integration
Select which channel you want briefs delivered to (create a new channel beforehand if needed)
In the Slack App, navigate to the channel you added the Formata Service to
You should see a message saying "added an integration to this channel: Formata Service"
Click on the "Formata Service" portion of the message, and then on "Add this app to a channel..."
Add the Formata Service user to this channel, so we can send automated meeting briefs
Time to complete: 1-2 minutes
Recommended Integrations
These integrations significantly improve the quality of your meeting briefs:
📧 Gmail (Recommended)
Connects your email communications for fuller customer context. Pulls in the most recent customer emails from the past month (30 days).
Setup Process:
Click Add Gmail
Click Allow when prompted for permissions
Time to complete: 30 seconds
Optional Integrations
These integrations provide additional customer insights when available:
📁 Google Drive (Optional)
Surfaces relevant documents and shared files for meeting context.
Setup Process:
Click Add Google Drive
Click Allow when prompted for permissions
Time to complete: 30 seconds
📊 Vitally (Optional)
Integrates your customer success platform data for comprehensive account insights.
Setup Requirements:
Your Vitally subdomain (e.g., yourcompany.vitally.io)
Basic auth token from your Vitally account (docs)
Setup Process:
Click Add Vitally Integration
Enter your Vitally subdomain (just the subdomain part, like
yourcompany)Enter your Basic Auth Token
Click Connect
Time to complete: 2 minutes
Step 4: Test Your Setup
Once your integrations are connected:
Schedule a test meeting in your Google Calendar with a customer contact
Wait for your brief - Formata will automatically send a meeting prep brief to your selected Slack channel 30 minutes before the meeting
Check the quality - Your first brief will show you what information Formata can surface from your connected tools
What Happens Next?
Automatic Brief Delivery From now on, you'll receive a comprehensive meeting prep brief 30 minutes before every customer meeting in your calendar. Note: The meeting must have more than one attendee.
Continuous Learning Formata gets smarter over time as it learns from your connected tools and customer interactions.
Enhanced Context The more integrations you connect, the richer your meeting briefs become.
Adding Integrations and Capabilities Let us know how we can improve the platform for you!
Need Help?
Integration Issues? Each integration includes troubleshooting tips on the setup page.
Missing Briefs? Check that your meetings include external attendees (customer email addresses) and are at least 30 minutes in the future.
Questions? Contact our support team.
🎉 Congratulations! You're now set up to receive intelligent meeting preparation that will transform how you engage with customers. Your first automated brief is on its way.
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