Outcome. Once a week, the sales channel gets one message listing the five largest open deals by amount, so pipeline concentration is visible without opening a report.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-029
flowchart TD
A[Weekly schedule: Monday 08:00] --> B[Report renders: top 5 open deals by amount]
B --> C[Includes stage and owner per deal]
C --> D[Email sent to Slack channel inbound address]
When to use it, when not to
- UseUse it for a recurring pulse on which deals represent the largest share of open pipeline, useful heading into a forecast or pipeline review meeting.
- UseUse it to prompt a manager check-in on the handful of deals that would move the needle most if they slipped or closed.
- SkipDo not use it as a substitute for a full pipeline report with stage, close date, and probability. This digest is a size-ranked snapshot only.
- SkipDo not use it on a portal with very few open deals total, fewer than five. At that point the whole pipeline is worth reviewing directly rather than a top-5 framing.
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.
