Alert your team automatically when a customer visit is coming up

Watches your calendar for upcoming customer visits and notifies your team in Slack ahead of time.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"customer visit scheduled"]:::trig s0["check calendar for visit"]:::task s1["identify staff to notify"]:::task trig --> s0 s0 --> s1 gx{"+ alert teams and log visit"}:::gate s1 --> gx p00["send reminder 24 hours before"]:::task gx -->|"staff reminder"| p00 p10["send slack alert 1 hour before"]:::task gx -->|"company alert"| p10 p20["log visit in sheets"]:::task gx -->|"visit log"| p20 p00 --> out p10 --> out p20 --> out out[/"team alerted and visit logged"/]:::out pay{{"prepared for every visit"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsSpreadsheet & Database OpsScheduling & CalendarFile & Cloud Storage
Connects
Google CalendarSlackGoogle SheetsGoogle Drive
Featured in

The problem it solves

When a customer visit gets scheduled, the news often travels by word of mouth or gets buried in someone's inbox. Reception, sales, and support end up scrambling at the last minute to prepare the room and materials, which affects the impression you make on the customer.

Who it fits

Reception, sales, and operations teams that need advance notice before customer visits.

How it works

  1. A customer visit is scheduled on Google Calendar
  2. The system checks upcoming events for visit details
  3. It sends a reminder to relevant staff 24 hours before
  4. It sends a company-wide alert in Slack 1 hour before
  5. The visit is logged in Google Sheets for tracking
What you get

Advance notice before a customer arrives

Your team gets a heads-up before every scheduled customer visit, with reminders and a Slack alert as the time approaches.

What you get

Timely Slack reminders before each customer visit and a logged record of every visit.

What you need

A Google Workspace account and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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