SALES
Daily booth-staff scan recap to Slack
Each evening during a multi-day event, aggregates the day's badge scans by booth rep and posts a leaderboard recap to the team Slack channel with scan counts, hot-lead tallies…
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run at end of show hours
- ActionQuery today's scans from AirtableAirtable
- LogicAggregate by rep and compute hot-lead totals
- OutputPost leaderboard recap to team Slack channelSlack
What it does
Sends the booth team a clean end-of-day summary in Slack: how many leads each rep scanned, how many were hot, the running event total, and a short list of leads still awaiting same-day follow-up. It keeps a traveling team aligned without anyone building a spreadsheet at the hotel bar.
When to use it
Use it on every day of a multi-day conference, scheduled for the end of show-floor hours, when you want the team to see progress and catch any dropped hot leads before the next morning.
How it works
- 1A schedule trigger fires at end of show hours each event day.
- 2The flow queries Airtable for all scans recorded that day.
- 3A logic step aggregates counts by rep and computes hot-lead totals and the untouched-followup queue.
- 4The numbers are formatted into a ranked leaderboard with the running event total.
- 5A Slack message posts the recap to the team channel with the follow-up queue called out.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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