Notification Workflow
How the platform notifies people of important events, in-app and by email.
#Purpose
Make sure the right people see what needs attention.
#Business goal
Timely awareness of key events.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | Automatic |
| Departments involved | All |
| Business modules used | All |
| AI departments used | — |
| Required permissions | Users manage their own notification preferences |
| Prerequisites | Notification preferences set; email delivery configured. |
#Workflow at a glance
1
Event happens
e.g., lead won.
2
Notification raised
In-app + email.
3
User sees it
Notification center.
4
Acts
Follows up.
#Step by step
1
An event occurs
For example, a lead is won or an approval is pending.
2
A notification is raised
It appears in the notification center and, per preferences, by email.
3
The user sees it
They review alerts in the notification center.
4
They act
Follow up on what needs attention.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
People are alerted to key events in-app and, where enabled, by email.
#Common mistakes
- Turning off important notifications.
- Missing emails because delivery is not configured.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Not getting notifications | Check notification preferences and that email delivery works. |
#FAQ
Can I choose what notifies me?
Yes — each user sets their own notification preferences.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Automation Module
Notifications.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
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