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Status Backlog
Created by Guest
Created on Jan 13, 2026

Preview automatically collected inputs in macros (for Connectors)

Ability to preview automatically collected information (via rules or AI extraction) before a macro submits data to a third-party system via a connector.

This preview step would allow users to correct any inaccurate or unexpected information prior to taking action, similar to the existing preview functionality on the customer portal submission window.

Currently, users either manually verify and re-enter all data or risk submitting incorrect information to external systems. This feature would improve confidence in automated workflows and reduce the risk of data errors in downstream systems.

  • ADMIN RESPONSE
    Jan 23, 2026

    Your idea is now live and open for voting.

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