Outcome. Once a week, marketing leadership gets an email showing how many new contacts were created and which original source drove them, without opening the reporting tool.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-010
flowchart TD
A[Weekly schedule: Monday 08:00] --> B[Dashboard report renders: contacts created last 7 days]
B --> C[Grouped by Original Source]
C --> D[Email sent to distribution list]
When to use it, when not to
- UseUse it for a recurring, low-maintenance pulse-check on lead volume and channel mix.
- UseUse it as a starting point before building a more detailed multi-touch attribution report.
- SkipDo not use this fiche's approach if a Slack-native message is the actual requirement. This build is native and email-based; see Variants for a Slack alternative that needs custom code.
- SkipDo not use it if "original source" is inconsistently populated on the portal (for example most contacts import as Offline or Other). Fix source tracking first, or the digest reports noise.
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.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 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.
