Workflow Notifications

Workflows can be used to notify Users and Groups of everything from a single meeting set to the largest closed won deal.

Workflow Notifications can be sent through Ambition TVs, Slack Channels and Direct Messages, Microsoft Teams public and private teams, and Emails.

Scheduled Leaderboard Notification Examples:

• Email notification
• Slack notification
• Microsoft Teams notification

Metric Based Alerts Notification Examples:

• Email notification
• Slack notification
• Microsoft Teams notification
• TV notification

Record Based Alerts:

• Email notification
• Slack notification
• Microsoft Teams notification
• TV notification

 

Scheduled Leaderboard Examples

Scheduled Leaderboard Email

A Scheduled Leaderboard email will be sent to the respective Users as set in the Workflow actions.

The email will contain:

• The User's name who created the Workflow
• The Workflow's name
• The User or Group Names, their respective metric value, and their Ambition image as applicable
• If set, the Workflow's message, and optional image/GIF

Example Email

 

 

Scheduled Leaderboard Slack Message

A Scheduled Leaderboard Slack Message will be sent to the respective Channels and/or Direct Messages as set in the Workflow actions.

The Slack Message will contain:

• A description of the leaderboard - indicating if it's a top of bottom leaderboard, the # of users included on the leaderboard, the metric name, and in parenthesis what type of leaderboard is being shown: value, percent-to-target, or most improved
• The User or Group Names, their respective Metric value, and their Ambition image/GIF as applicable
• If set, the Workflow's message
• The name of the Workflow that generated the leaderboard and the leaderboard's time frame

Example Slack Message

Leaderboards can also be shared in Slack at anytime through our Leaderboard slash command. Learn more here.

 

 

Scheduled Leaderboard Microsoft Teams Message

A Scheduled Leaderboard Microsoft Teams Message will be sent to the respective Team/Channel and/or User as set in the Workflow actions.

The Microsoft Teams Message will contain:

• A description of the leaderboard - indicating if it's a top of bottom leaderboard, the # of users included on the leaderboard, the metric name, and in parenthesis what type of leaderboard is being shown: value, percent-to-target, or most improved
• The User or Group Names, their respective metric value, and their Ambition image/GIF as applicable
• If set, the Workflow's message
• The name of the Workflow that generated the leaderboard and the leaderboard's time frame

Example Microsoft Teams Message

Leaderboards can also be shared at anytime through our "Share a Leaderboard" option. Learn more here.

 

 

Metric Based Alert Examples

Metric Based Alert Email

A Metric Based Alert email will be sent to the respective Users as set in the Workflow actions.

The email will contain:

• The User's name who created the Workflow
• The Workflow's name
• The User or Group Names, their respective Metric value, and their Ambition image as applicable
• If set, the Workflow's message, and optional image/GIF

Example Email

 

 

Metric Based Alert Slack Message

A Metric Based Alert will be sent to the respective Slack Channels and/or Direct Messages as set in the Workflow actions.

The Slack Message will contain:

• The Workflow's name
• The User or Group Name who triggered the Workflow and their Ambition image/GIF as applicable
• If set, the Workflow's message

Example Slack Message

 

 

Metric Based Alert Microsoft Teams Message

A Metric Based Alert will be sent to the respective Team/Channel and/or User as set in the Workflow actions.

The Microsoft Teams Message will contain:

• The Workflow's name
• The User or Group Name who triggered the Workflow and their Ambition image/GIF as applicable
• If set, the Workflow's message

Example Microsoft Teams Message

 

 

Metric Based Alert TV Notification

The TV Notification will contain:

• The Workflow's name
• The User or Group Name, their respective Metric value, and their Ambition image as applicable
• If set, the Workflow's message

Example TV Notification

 

 

Records Based Alert Examples

Records Based Alert Email

A Records Based Alert email will be sent to the respective Users as set in the Workflow actions.

The email will contain:

• The Ambition User's name who created the Workflow
• The Workflow's name
• The User's Name and their Ambition image as applicable
• If set, the Workflow's message, and optional image/GIF

Example Email

 

 

Records Based Alert Slack Message

A Record Based Alert will be sent to the respective Slack Channels and/or Direct Messages as set in the Workflow actions.

The Slack Message will contain:

• The Workflow's name
• The User's Name who triggered the Workflow and their Ambition image/GIF as applicable
• If set, the Workflow's message

Example Slack Message

 

 

Records Based Alert Microsoft Teams Message

A Record Based Alert will be sent to the respective Team/Channel and/or User as set in the Workflow actions.

The Slack Message will contain:

• The Workflow's name
• The User's Name who triggered the Workflow and their Ambition image/GIF as applicable
• If set, the Workflow's message

Example Microsoft Teams Notification

 

 

Records Based Alert TV Notification

The TV Notification will contain:

• The Workflow's name
• The User's Name who triggered the Workflow and their Ambition image as applicable
• If set, the Workflow's message

Example TV Notification