Make the Data Work for You with Smartflows

  • 11 November 2022
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Make the Data Work for You with Smartflows
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Smartflows is automation for your data. These days, it feels like every program, software, or service, needs some form of automated alerts or tasks to help with day-to-day management. Automation simplifies process standardization and ensures nothing gets missed. 

 

Slack Notifications for KPI changes

Smartflows will be a new menu section in your involve.ai platform where you can create new flows and monitor your existing flows easily. 

When creating a Slack notification, you’ll be able to set alerts for a specific channel. This can be a private channel or a public/group channel.

Smartflows allows you to monitor your KPI changes using high, medium, and low.
 

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You’ll be asked to login and authenticate your Slack access the first time you create a smartflow, however, you’ll be linked up and connected for the following smartflows. 

Once a data change is noted in your customer dashboard, the slack notification will immediately alert you of that change. Here’s what that will look like: 

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Smartflows will also show you the last time they were executed and how many times they’ve been used for easy reference: 

 

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You can find this information by clicking on the My Flows tab. 

Task Creation for KPI changes

Whenever a specific KPI change occurs, you will also soon be able to create an involve.ai info card automatically. 

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When setting up your info card, you’ll be able to select the Workspace it will populate in, who will be the assignee of the info card and even be able to set a due date for the info card: 

 

 

 

 

 

Simply type in a # and whenever the info card gets created the due date will be due after that # of days. For example, you type in 2 and your info card is created on Nov 8- it will be due on Nov 10. 

This automation type goes one step further than sending an alert, it automatically creates a task for action: 

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Once the info card is created, involve.ai can also writeback this info card to a customer’s system of record. So, for example, if you know your team predominantly uses a CRM and manages their day-to-day, this info card can be written back as a task in Salesforce, so that they’ll have quick access to it the second the KPI change is noted. 

 

Example Use Cases

How can involve.ai’s new automation tool help you? Smartflows will be leveraged differently per user type, so here are a few quick examples of how each type may find this new tool a huge time saver:

Admins and Management

  • Standardization and playbooks: Every time X KPI changes, I want my team to do Y. Creating an automated task for specific KPI changes will enable your team to perform their outreach more efficiently and consistently across the board.

Customer Success Managers and Account Managers

  • Alerts & Task Creation for Dark Customers: Every organization will have a couple of key metrics that are significant whenever they drop or rise. For example, if product usage is a leading indicator of a healthy and engaged customer, seeing a dramatic drop from high to low, it should be considered.

    Smartflows can notify CSMs whenever this change occurs and can automatically create a task for them in their desired Workspace to work out of or send the task back to their existing CRM to manage from there directly.

  • Alerts & Task Creation for Upsell Opportunities: For KPIs that showcase upsell opportunities, an automatic notification and task can also be created for outreach here. Ensuring that all opportunities are seized.

Users with access to Smartflows will receive an email notification, as well as an in-app guide as soon as the feature is available in their accounts. This feature is exciting as it ties triggers to action, notifying the right people when they take place. In addition, since your involve.ai dashboard pulls in data from your varied tech stack, Smartflows will be able to help you create the most data-driven triggers and actions for you and your teams.


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