Aformity

A shared workspace for customer data readiness.

Bring files, comments, approvals, and unresolved data questions into one focused launch workspace.

Keep every data question in context

Aformity replaces scattered spreadsheet comments and status threads with a workspace built around launch readiness.

Discuss issues next to the affected rows

Customers and internal teams can resolve questions where the source data, validation result, and proposed fix are already visible.

Space / Customer launch

Customer workspace

Preview
Customer ready

Uploaded contacts with amended owner fields.

Ops review

Hold enterprise rows until tax IDs are confirmed.

System blocked

Final output is waiting on one approval gate.

Separate customer actions from internal review

Assign clean responsibilities for upload fixes, schema decisions, approvals, and handoff work without losing the project thread.

Space / Approval

Approval path

Preview

Approval gates

1 Upload review Schema accepted Clear
2 Customer fixes 1 blocker remains Blocked
3 Internal signoff Waiting on ops Waiting
4 Export release Locked until approval Locked

Preserve the full launch record

Files, comments, decisions, and final outputs remain connected after the import, giving teams a clear reference for future work.

App / Audit

Activity log

Preview

Launch history

09:14 Customer uploaded accounts.csv Client admin
10:42 Mapping changed for owner_email Implementation
11:06 Validation rule accepted Aformity AI
12:18 Output approved Ops lead

Workspace FAQs

Answers for teams coordinating customer files, decisions, and launch blockers across internal and customer stakeholders.

A collaborative customer workspace brings files, mapping decisions, validation issues, comments, approvals, and final outputs into one place so internal teams and customers can resolve data questions before launch.

Spreadsheet comments can lose context when files change, exports are copied, or review moves to another thread. Aformity keeps questions connected to the source row, validation result, proposed fix, and approval status.

Yes. Aformity is designed to separate customer-facing fixes from internal review, schema decisions, approvals, and handoff work while keeping the overall launch record connected.

Implementation teams, customer success teams, migration specialists, support operations teams, and agencies use the workspace to reduce scattered status threads and keep onboarding decisions inspectable.

Give launches one workspace.

Keep customer files, questions, and decisions connected from upload to handoff.

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