Outcome. Leadership and sales management see a Slack message the moment a deal above a set amount threshold is created, so large opportunities get visibility from day one rather than surfacing only at forecast review.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-009
flowchart TD
A[Deal is created] --> B{Amount > threshold?}
B -->|no| Z[Exit, no alert]
B -->|yes| C[Send Slack message to #big-deals]
When to use it, when not to
- UseUse it for early, real-time visibility on deals that matter enough to track from creation, not just at close.
- UseUse it as a lightweight awareness signal, not a workflow that assigns extra review steps or approvals.
- SkipDo not use it as an approval gate. This alert is informational only; it does not block, hold, or route the deal anywhere. A deal-hygiene fiche covers approval workflows if that is the actual need.
- SkipDo not set the threshold so low that most deals qualify. A frequent alert trains people to stop reading it.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the reporting and alerts pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
