Overview

The Notify step sends updates via Slack, Teams, or Email. Use Notify to keep users informed of workflow progress, request action, or notify stakeholders of important milestones.

Use Notify when you need to inform users of workflow status, required actions, or completion.

Use When

• You want to inform users of workflow progress

• You need to request action from specific users

• You want to notify stakeholders of important events

• You need to send confirmations or summaries

• You want to provide updates across multiple channels

Configuration Options

Destination

Choose where the notification is sent:

• Slack (user, channel, or thread)

• Teams (user, channel, or thread)

• Email (to specific email addresses)

Recipients

Specify who receives the notification. This can be:

• Specific users

• Email addresses

• Dynamic values from flow variables

Subject (Email Only)

Provide an email subject line.

Message

Write the notification message. Include:

• Static text

• Flow variables using the syntax @StepName.FieldName

• Formatting for clarity

Optional Conditions

Add conditional logic to send notifications only when specific criteria are met:

• Based on Agent output values

• Based on Condition step results

• Based on any available flow variables

Example

Email Notification

Configuration:

• Recipient: @Intake.ContractOwner (from form submission)

• Subject: "Contract Review Complete"

• Message: "The document is ready for review. Click here to view: [link]"

• Condition: Send only when Agent analysis is complete

Slack Notification

Configuration:

• Destination: Slack channel #contracts

• Message: "Contract for @Intake.CustomerName is awaiting approval"

Notes

• Messages can include flow variables for personalization

• Recipients can be dynamic based on form inputs or step outputs

• Conditions are optional and allow selective notifications

• Email, Slack, and Teams can be used in a single flow