The Workflow Library

Library / Reporting and alerts / reporting-alerts-018

Weekly Slack digest: form submissions summary by form

Reporting and alertsContactMarketing Hub ProfessionalIntermediate~40 min to buildFull spec

Outcome. Once a week, the marketing channel gets one message showing submission counts per form for that week, so form performance is visible without opening the Forms tool.

Workflow map Enrollment, branches and actions at a glance reporting-alerts-018
flowchart TD
    A[Weekly schedule: Monday 09:00] --> B[Report renders: submissions grouped by form, last 7 days]
    B --> C[Sorted by submission count, highest first]
    C --> D[Email sent to Slack channel inbound address]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it on portals running several live forms at once, where nobody has time to check form performance form by form.
  • UseUse it to spot a form that suddenly stops collecting submissions, a broken embed or a page pulled down, faster than waiting for a monthly marketing report.
  • SkipDo not use it as a substitute for full form analytics (views, submission rate, drop-off). This digest reports raw submission counts only.
  • SkipDo not use it if the portal runs mostly through one or two forms. A glance at Marketing > Forms directly is just as fast.
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.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.