Delegmate for Formilla

An AI teammate that works in Formilla

An AI teammate with its own Google Workspace account. Connect Formilla and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Formilla

Create or update customer contacts through Formilla's Secure Token REST API for live chat and marketing automation workflows.

What it does in Formilla

Answers new Formilla tickets and resolves the common questions
Routes the rest to the right person with the context
Follows up until the customer is happy
Turns repeat questions into help articles

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Formilla
From its Apps tab with your API key, with the Formilla account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Customer Support E-commerce SaaS and tech

Questions

How does it connect to Formilla?

With a Formilla API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Formilla account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Formilla without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Formilla seat?

No. It works through the connection your team sets up, so there is no extra Formilla seat to buy for it.

Is Delegmate made by Formilla?

No. Delegmate is independent and is not affiliated with or endorsed by Formilla. Formilla is a trademark of its owner.