What are Automations?

Automations are notifications that you can set up in Coefficient based on activity, changes that occur in your data import. Automations can be sent out either via email or sent to a Slack channel. The images below are examples of Automations sent out to the Sales team alerting them that there is a new opportunity that was added to the pipeline.

                 (Email Data Alert)

                         (Slack Data Alert)

Types of Automations

Daily/Weekly Screenshot

This Automation delivers a screenshot based on the updates made in your data import.

Examples:

• Daily Summary of all of the number of demos the Sales Team has given
• Weekly Summary of the Support Tickets Closed

When Data Changes

This Automation sends a screenshot of the changes in your data depending on the logic or threshold(s) that you designate.

Examples:

• When an Opportunity Stage updates to Closed Won
• When an Opportunity over a specified amount changes to Closed Won
• The email address for a Lead is updated
• A Campaign Member's status is updated

When a New Row is Added

This Automation will provide a screenshot to you when a new record/row is created in your sheet upon refresh/scheduled import.

Examples: