Route CRM alerts to the right channel by severity, with a log

New CRM events are logged in a spreadsheet and automatically routed to Slack or email based on how serious they are.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new crm event fires"]:::trig s0["extract event details"]:::task s1[("log event to spreadsheet")]:::store s2["send alert by severity"]:::task trig --> s0 s0 --> s1 gx{"× how severe is the event"}:::gate s1 --> gx p00["send email alert"]:::task gx -->|"routine severity"| p00 p10["send slack alert"]:::task gx -->|"high severity"| p10 p00 --> s2 p10 --> s2 out[/"event logged and alert delivered"/]:::out pay{{"urgent issues reach right people fast"}}:::pay s2 --> out 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 stepA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationDevOps & IT Operations
Connects
Google SheetsSlackGmail
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The problem it solves

When something important happens in your CRM, the right people need to know right away, and less urgent updates shouldn't clutter everyone's inbox. Keeping a record of what happened and who was told is easy to forget when you're doing it by hand.

Who it fits

Operations and support teams who need CRM alerts routed by urgency.

How it works

  1. A new event fires in your CRM
  2. The system pulls out the relevant details from the event
  3. Every event is logged in a spreadsheet automatically
  4. Based on how severe the event is, it's sent to Slack or email
  5. The right people get notified through the right channel
What you get

Urgent CRM events reaching the right person immediately

You get every CRM event logged automatically and routed to Slack or email based on how serious it is.

What you get

A logged record of every event and an alert delivered through the appropriate channel.

What you need

A CRM account with webhook support, a Google 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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