The Drive is chaotic, the documents are poorly organized, it is difficult to know which is the latest version between v1, v2, vdef, vdef1, vdef2...
Documents sent in one click on the platform are automatically stored in the right folder with the right name. Documents can simply be sent via Email, Slack, or Teams.
It is difficult to control access rights in the Drive, and to have a clear vision of who has access to what.
Access rights are fully configurable, at the level of teams or individuals. Secure key business data and documents.
With the multiplication of customer and supplier contracts, renewal dates can sometimes be missed. Tracking in Excel, Spreadsheet or Notion is particularly manual.
Formality automatically extracts important dates from contracts and documents and alerts you via Slack, Teams, Email, or directly with a reminder in your Google or Outlook calendar. Never miss an important deadline again!
Some tasks are time-consuming and have low added value. Example: Ctrl-C, Ctrl-V to do 200 times for all letters to be sent to shareholders, or to suppliers.
Formality automates your mailing based on a template and the data you want to inject into it.
The day is interrupted by contracts to be translated, forms filled out, beneficial ownership declarations
Simply delegate your tasks to Formality via Slack, Teams, or Email.