Library / Reporting and alerts / reporting-alerts-004

Weekly Slack roundup: deals closed won this week (team wins digest)

Reporting and alerts Operations Hub Professional Deal Intermediate ~45 min to build

Outcome. Once a week, the sales channel gets one Slack message listing every deal closed won that week with the total revenue, instead of scrolling through individual real-time alerts.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Scheduled trigger: Monday 08:00] --> B[Custom code: query Closed Won deals, last 7 days]
    B --> C{Any deals found?}
    C -->|yes| D[Format summary with names, amounts, total]
    C -->|no| E[Format fallback: No deals closed this week]
    D --> F[POST message to Slack webhook]
    E --> F

When to use it / when not to

What the full spec adds

  • Prerequisites: 4 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 4 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call, and the custom coded action as a ready-to-paste .js file

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.