Outcome. Once a week, sales management gets one message breaking down calls, emails, and meetings logged per rep, so activity coaching conversations start from a shared number instead of a guess.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-014
flowchart TD
A[Scheduled trigger: Monday 08:00] --> B[Custom code: fetch active owners]
B --> C[Custom code: query calls, emails, meetings, last 7 days]
C --> D[Group counts by owner]
D --> E[Format per-rep summary, sorted by total activity]
E --> F[POST message to Slack webhook]
When to use it, when not to
- UseUse it when a manager wants a recurring, combined activity count across all three engagement types per rep, in one message.
- UseUse it as an activity-volume signal, not a quality measure. It counts logged engagements; it says nothing about whether a call moved a deal forward.
- SkipDo not use it if Sales Hub's built-in Rep Productivity analytics already cover the need in a format the team is happy to check manually. That native report exists without any custom code; see Variants.
- SkipDo not use raw activity counts as a performance ranking without context. Territory size, deal complexity, and role differences make a flat per-rep comparison misleading on its own.
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.4 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.1 numbered action
Known pitfallsTraps seen in production, each with what breaks and what to do instead.6 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, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
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.
