Everything in the workbook tier, plus a Slack version of every scenario that notifies your team.
Twelve of the nineteen send a notification to somebody inside your business. Each of those twelve has a second file here with the email module replaced by Slack, the message rewritten in Slack markup, and the recipient changed from an address to a channel. Nothing else differs, because they are generated from the email versions rather than rewritten by hand.
Only twelve convert. Four of the nineteen email a customer, and you cannot post a customer into a Slack channel; the other three send nothing at all. The guide says which is which, and which five are safe to run in both versions against the seven that are not.
What is in the download
- 31 blueprint files, nineteen email versions and twelve Slack versions, importable straight into Make
- The reconciliation workbook, one .xlsx with ten tabs and working formulas
- A 30-page setup guide, a four-page workbook guide and a three-page Slack guide
- Five annotated diagrams
- Seven CSV templates
- A plain-text licence, single business
What you will need: everything The Library and Workbook needs, plus a Slack workspace and permission to install an app in it, which in most workspaces means an administrator.
What it does not do. It does not convert the four customer-facing scenarios, and it does not make it safe to run both versions of the seven that write to the spreadsheet; the honest advice is to run one.
No connections are included; you authorise your own accounts after import. This is a set of files and their instructions, not a course or a service, and it does not promise you more orders, reviews or leads.