Scheduled Pipeline Intelligence Report
What is a scheduled pipeline report?
How do I create a scheduled pipeline report workflow?
What types of pipeline views can I schedule?
What notification options are available for scheduled pipeline reports?
What is a scheduled pipeline report?
A scheduled pipeline report workflow allows users to schedule and send a saved pipeline view to their email inbox, Slack, Microsoft Teams, Webex, or Zoom. The frequency and recipients (licensed and unlicensed users) can be customized. The report will be sent as a downloadable .CSV or .XLSX file.
The report sent through the workflow will mirror the columns and timeframe from the saved pipeline view with the option to include comparison values, the previous and current values, for each column.
Saved Pipeline View in Ambition
Scheduled Pipeline Report Workflow With Comparison Values Included
Create a Pipeline Intelligence Scheduled Report Workflow
Users with "Workflows: All Access" or "Workflows: Create" permission will be able to create Workflows.
Additionally, a user must be listed as the creator of a saved pipeline view in order to select the view to be scheduled.
Creators will be able to edit and delete workflows they create.
Users with "Workflows: All Access" permission will be able to edit and delete all workflows. Users with "Workflows: Edit" permission will be able to edit all workflows or edit workflows that users they manage created depending on the level of access.
1. Open the left navigation and click Workflows. Alternatively access workflows through the quick actions button > Create a Notification.
2. Click the + Create Workflow button.
3. Click Create on the Scheduled Pipeline Intelligence Report tile.
Don't see the Scheduled Pipeline option? The "pipeline intelligence: views" and "pipeline intelligence: scheduled report workflow" features are required for use.
4. Complete the create workflow form:
Details
Workflow Name
The name will be displayed within Ambition and on scheduled report notifications.
Description
Optional. Description is visible on the manage workflows page and can be helpful to provide context on the behavior the workflow is recognizing.
Active Status
Active = the scheduled pipeline report will run on the set recurrence schedule.
Inactive = the scheduled pipeline report will be disabled and the report will no longer run on the set recurrence. Inactive workflows are not deleted and can be set back to active at the appropriate time.
Pipeline Intelligence Report
Select a saved pipeline view
You will be able to select pipeline views that you created.
Export As
Select if you wish to receive your report as a CSV or Excel file.
Include Comparison
"On" will include the previous value for each field as well as the current value
"Off" will only include the current value for each field
Recurrence
Establish the Initial Event
Set the start date, start time, and time zone to indicate when the workflow should begin running.
The scheduled report in the image above would first send on March 3rd at 9:00am Eastern.
Establish Frequency of Each Recurring Event
Repeats Every
Select the appropriate number and time frame to indicate how often the workflow needs to run.
Time frame options:
- Day - Workflow will run every day of the week, even weekends
- Week - Select a specific day or multiple days of the week for the workflow to run
- Month - Workflow will run once per month on a designated day
- Year - Workflow will run once per year on a designated day
Establish When the Recurrence Ends
Workflows will continue on indefinitely based on their recurrence schedule unless an end is specified.
Workflows can end after a certain number of occurrences or end on a specific date.
Expected Occurrences
Based on the recurrence selection above, a preview of expected occurrences will generate. Ensure the dates and frequencies aligns with your expectations.
Actions
A single workflow can support multiple actions.
Level of Access
Report workflows support selecting an explicit level of access since sensitive employee and pipeline data can be contained within the selected report.
Select the appropriate level of access that's the best fit for the workflow.
| Email - Action Options | Action Description |
| Send an email to myself |
Workflow will be sent to the workflow creator's email address. |
|
Send an email to a user or multiple users |
Option for public or authenticated level of access. Workflow will be sent to the selected user's email address. Additional hierarchy options will appear to allow you to designate which group(s) of Ambition users you want to receive the email alert. Learn more about hierarchy options here. Select all employees = Every active Ambition user will be notified of the workflow by email. Select employees within specific groups = You will be prompted to select one or more groups within Ambition. All members within the selected group(s) will be notified by email. Only members, and not managers, of the selected groups will be notified. Select specific employees = You will be prompted to manually select which specific users will be notified of the workflow by email. |
| Send an email to the following (Custom Email Address) |
Option for public level of access. An email will be sent to the input email address. Use for any one/any group/distribution list who needs to receive workflow updates, but DOES NOT have an Ambition account. ex. salesteam@yourcompany.com or vpsales@yourcompany.com Pro Tip: Ensure that any distributions lists have the proper protocols adjusted to allow Ambition emails to be received. If an Ambition user has unsubscribed from scheduled spreadsheet report workflow emails, they will still receive an email notification if their email is input as a custom email address. |
Slack Message
| Slack Message - Alert Options | Alert Description |
| Channel |
Workflow will be sent to the selected Slack channel. If your organization has selected the "Public Access" authorization option within the Ambition <> Slack Integration, you will be able to select any public channel from the "Which Slack Channel" drop down menu. Additionally, any private channels that the Ambition Slackbot has been explicitly invited to will appear here. Learn how to add Ambition to private channels here. If your organization has selected the "Invite Only" authorization option within the Ambition <> Slack Integration, you will only be able to select channels that have explicitly invited the Ambition Slackbot. Learn how to add Ambition to Slack channels here. Unable to find a newly created Slack channel? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
| User |
Workflow will be sent to the selected Slack user through a direct message. Search for active Slack users by name. Unable to find a newly created Slack user? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
Microsoft Teams Message
| Microsoft Teams Message - Action Options | Action Description |
| Channel |
Workflow will be sent to the selected Microsoft Teams channel. Before workflows can be sent, the Ambition app will need to be added to the appropriate teams and channels. Steps to add Ambition here. Unable to find a newly added Microsoft Teams channel? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
| User |
Workflow will be sent to the selected Microsoft Teams user through a direct message. Search for active Microsoft Team users by name. Unable to find a newly created Microsoft Teams user? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
Webex Message
| Webex Message - Action Options | Action Description |
| Space |
Workflow will be sent to the selected Webex space. Before workflows can be sent, the authorizing user will need to be added to the respective Webex space. Within a space, click the "People" tab and then "+Add people" to add the authorizing user. Unable to find a newly added Webex space or a space where the authorizing user was just added? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
| User |
Workflow will be sent to the selected Webex user through a direct message. Search for active Webex users by name. All users who have an Ambition account will be shown in the user dropdown, but only users who have a Webex account can receive direct messages. If you select a user who does not have a Webex account, an error of "unknown Webex email address - 'user's email address'" will appear upon saving the workflow. Unable to find a newly created Webex user? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. Since messages will be delivered through the authorizing user and Webex will not allow you to direct message yourself, the authorizing user will not be able to receive a workflow alert through a Webex direct message. |
Zoom Message
| Zoom Message - Action Options | Action Description |
| Channel |
Workflow will be sent to the selected public Zoom channel. Unable to find a newly created Zoom channel? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
| User |
Workflow will be sent to the selected Zoom user through a direct chat. Search for active Zoom users by name. Unable to find a newly created Zoom user? Click the "reload" button or reach out to gethelp@ambition.com for additional assistance. |
Log
| Log - Action Options | Action Description |
|
Log |
Send workflow to internal log for troubleshooting purposes. Logs can be viewed under the "Jobs" tab in the manage workflow view. (Workflows: All Access permission required) You will be able to see the workflow name and the time the workflow ran to ensure that your workflow logic is performing as expected before sharing the workflow with end users. |
5. Click Create Workflow.
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