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Alert the team in Slack when a deal hits a key stage.

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Scaffold it

terse init acme-revenue --template crm-slack-alerts

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What it does

  1. Triggers on a CRM stage change.
  2. Filters for a specific stage (e.g. contract-sent).
  3. Posts a formatted alert to Slack.

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Core workflow

import { AttioRecordInputEvent, Terse, TerseAgent } from "terse-sdk";
import { Attio, AttioList, Slack, SlackChannel } from "./terse.generated";

const client = new Terse();

await client.createWorkflow({
  name: "crm-slack-alerts",
  triggers: [Attio.onRecordUpdated({ list: AttioList.Pipeline.OpenDeals })],
  skills: [
    Attio.skill({ lists: [AttioList.Pipeline.OpenDeals] }),
    Slack.skill({ channel: SlackChannel.DealDesk }),
  ],
  filter: (event: AttioRecordInputEvent) =>
    event.record.values.stage === "contract-sent",
  onTrigger: async (event: AttioRecordInputEvent, agent: TerseAgent) => {
    await agent.tools.slack.sendMessage({
      channelId: SlackChannel.DealDesk.channelId,
      message: `Contract sent for ${event.record.values.company_name} by ${event.record.values.owner_name}.`,
    });
  },
});

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Customize

  • Change the filter for the stage transition you care about.
  • Route by owner or segment if the whole team does not need every alert.
  • Add agent.runAndWait() if you want the workflow to include recommended next actions.