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How will workflow notifications be formatted?

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Bethany Bailey
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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, Webex spaces and users, Zoom public channels and users, and emails.

Scheduled Leaderboard Notification Examples:

Metric Based Alert Notification Examples:

Record Based Alert Notification Examples:

Integration Health Status Alert Examples:

Scheduled Analytics Report Example:

Schedule Coaching Report Example:

Need more details about what types of workflows you can create and their use cases? Learn more here.

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

workflowEmailLeaderboard.png

 

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 - the time frame of the 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 date

Example Slack Message

slackLeaderboard.png

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 - the time frame of the 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 date

Example Microsoft Teams Message

msTeamsLeaderboard.png

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

 

Scheduled Leaderboard Webex Message

A scheduled leaderboard Webex message will be sent to the respective space and/or user as set in the workflow actions.

The Webex message will contain:

  • A description of the leaderboard - the time frame of the 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 as applicable
  • If set, the workflow's message
  • The name of the workflow that generated the leaderboard and the date

Example Webex Message

webexScheduledLeaderboard.png

 

Scheduled Leaderboard Zoom Message

A scheduled leaderboard Zoom message will be sent to the respective channel and/or user as set in the workflow actions.

The Zoom message will contain:

  • The workflow's name
  • The user or group names, their respective metric value, and their Ambition image/GIF as applicable. Zoom doesn't support displaying animated GIFs, so the GIF will display as a still image
  • The name of the workflow that generated the leaderboard and the date

Example Zoom Message

ZoomScheduledLeaderboard.png

 

 

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

emailMetrcBased.png

 

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

slackMetricBasedAlert1.png

 

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

Screen_Shot_2022-03-07_at_4.33.19_PM.png

 

Metric Based Alert Webex Message

A metric based alert will be sent to the respective space and/or user as set in the workflow actions.

The Webex message will contain:

  • The workflow's name
  • The user or group name who triggered the workflow and their Ambition image as applicable
  • If set, the workflow's message

Example Webex Message

webexMetricBasedAlert.png

 

Metric Based Alert Zoom Message

A metric based alert will be sent to the respective channel and/or user as set in the workflow actions.

The Zoom message will contain:

  • The workflow's name
  • The user or group name who triggered the workflow and and their Ambition image/GIF as applicable. Zoom doesn't support displaying animated GIFs, so the GIF will display as a still image
  • If set, the workflow's message

Example Zoom Message

ZoomMetricBasedAlert.png

 

Metric Based Alert TV Notification

A metric based alert will be sent to the respective TV/TVs as set in the workflow actions.

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

Screen_Shot_2021-06-03_at_11.58.07_AM.png

 

 

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

Screen_Shot_2021-06-03_at_4.10.13_PM.png

 

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

Screen_Shot_2022-03-07_at_4.37.43_PM.png

 

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 Microsoft Teams 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

Screen_Shot_2022-03-07_at_4.47.39_PM.png

 

Record Based Webex Message

A record based alert will be sent to the respective space and/or user as set in the workflow actions.

The Webex message 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 Webex Notification

webexRecordBased.png

 

Records Based Zoom Notification

A record based alert will be sent to the respective channel and/or user as set in the workflow actions.

The Zoom message will contain:

  • The workflow's name
  • The user's name who triggered the workflow and their Ambition image/GIF as applicable. Zoom doesn't support displaying animated GIFs, so the GIF will display as a still image
  • If set, the workflow's message

Example Zoom Notification

ZoomRecordsBasedAlert.png

 

Records Based Alert TV Notification

A record based alert will be sent to the TV/TVs as set in the workflow actions.

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

Screen_Shot_2021-06-03_at_10.08.06_AM.png

 

 

Integration Health Status Alert Examples

Failure is Detected

The failure detected email will contain:

  • The workflow's name
  • The Ambition user's name who created the workflow
  • If set, the workflow's message
  • The name of the integration and specific object/report as applicable

Example Email

issueDetectedAlert.png

 

Failure is Resolved

The failure resolved email will contain:

  • The workflow's name
  • The Ambition user's name who created the workflow
  • If set, the workflow's message
  • The name of the integration and specific object/report as applicable

Example Email

issueResolvedAlert.png

 

Scheduled Analytics Report Example

A schedule report email will be sent to the respective users as set in the workflow actions.

The email will contain:

  • The workflow's name
  • The Ambition user's name who created the workflow
  • Option to download the report as a .CSV

Example Email

scheduledReportWorkflow.png

 

 

Scheduled Coaching Report Example

A schedule report email will be sent to the respective users as set in the workflow actions.

The email will contain:

  • The workflow's name
  • The Ambition user's name who created the workflow
  • Option to download the report as a .xlsx

Example Email

coachingReportWorkflowExample.png

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