Outcome. Once a week, the owning team gets a Slack message listing every new record created on a given custom object that week, so activity on a custom object is visible without opening its record list in the CRM.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-045
flowchart TD
A[Scheduled trigger: Monday 08:00] --> B[Custom code: search custom object, created in last 7 days]
B --> C{Any new records found?}
C -->|yes| D[Format list with display name and creation date per record]
C -->|no| E[Format fallback: no new records this week]
D --> F[Post message to Slack]
E --> F
When to use it, when not to
- UseUse it for a custom object that does not already have an obvious owner-facing digest, for example an internal "Project" or "Renewal Case" object that a workflow creates records on but nobody checks daily.
- UseUse it as a lightweight activity pulse rather than a full report; pair with a native custom report on the object for deeper analysis.
- SkipDo not use it if the custom object's records already appear in an existing dashboard leadership checks regularly; a duplicate Slack digest adds noise, not value.
- SkipDo not use this fiche as written for a high-volume custom object receiving hundreds of records a week; the message would be unreadably long. See Variants for a summary-only version.
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.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, 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.
