Finmo + Geckoboard Integration

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Finmo + OpenAI (GPT-3 & DALL·E) + Geckoboard Integration

Use AI to moderate Finmo submissions and Update custom text widget in Geckoboard

This automation allows you to automate the moderation process for Finmo submissions and update relevant records in your Geckoboard based on the moderation analysis.

Here's how it works:
 1. Finmo: Whenever a Application is submitted by borrower, the automation will be triggered.
 2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Finmo data to AI for moderation checks.
 3. Geckoboard: Based on the moderation analysis from AI, the record in your Geckoboard corresponding to the email address incoming from Finmo will be updated accordingly.

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Finmo + Geckoboard Integration
1.
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
2.
  • Geckoboard
    Add record to dataset in Geckoboard
  • Geckoboard
    Update custom text widget in Geckoboard
  • Geckoboard
    Update custom number widget in Geckoboard
  • Geckoboard
    Update custom Geckometer widget in Geckoboard
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