Tutorial: Build a deal close alert

1. Triggers when a Salesforce opportunity closes
2. Uses Ask Attention to extract winning insights from the final sales call
3. Sends a celebratory Slack message to your team channel

• Admin or Builder access in Attention
• Salesforce integration connected
• Slack integration connected

​

Step 1: Create a new workflow

1. Click your name in the top left corner of Attention
2. Navigate to Settings > Builder
3. Click + Create workflow in the top right
4. Name your workflow “Deal Close Alert”

​

Step 2: Add the Salesforce trigger

1. Click the + icon on the canvas to add a trigger
2. Search for Salesforce and select Record Updated
3. In the configuration panel:
   • Connection: Select your Salesforce connection (or create one if needed)
   • Object: Select Opportunity
4. Click Test to pull in sample data from a recent opportunity update

​

Step 3: Add a filter for Closed Won deals

1. Click the + icon below your trigger
2. Search for Router and select it
3. In the configuration panel:
   • Condition: Set up the following logic:
     • Field: Stage (from the Salesforce trigger data)
     • Operator: equals
     • Value: Closed Won
4. Click Test to verify the condition evaluates correctly

​

Step 4: Fetch the related conversation

1. On the true branch, click + to add a step
2. Search for Attention and select List Conversations
3. In the configuration panel:
   • Filter by: CRM Record ID
   • Value: Click into the field, open the Data Selector, and insert the Opportunity ID from your Salesforce trigger
4. Click Test to retrieve matching conversations

​

Step 5: Generate insights with Ask Attention

1. Click + to add another step
2. Search for Ask Attention and select it
3. In the configuration panel:
   • Conversation: Use the Data Selector to insert the conversation ID from the previous step
   • Prompt: Enter a prompt like:

Analyze this sales conversation and provide:
1. The key factors that helped close this deal
2. Any objections the prospect raised and how they were handled
3. A memorable quote from the call that captures the win
Keep the response concise (under 150 words).

4. Click Test to see the AI-generated insights

​

Step 6: Send a Slack notification

1. Click + to add the final step
2. Search for Slack and select Send Message
3. In the configuration panel:
   • Connection: Select your Slack connection
   • Channel: Choose your team’s sales channel (e.g., #sales-wins)
   • Message: Compose your message using the Data Selector to pull in dynamic values:

🎉 *Deal Closed!*

*Account:* {{Salesforce trigger → Account Name}}
*Amount:* {{Salesforce trigger → Amount}}
*Owner:* {{Salesforce trigger → Owner Name}}

*Winning Insights:*
{{Ask Attention → Output}}

4. Click Test to send a test message to the channel

​

Step 7: Activate your workflow

1. Review the complete workflow on the canvas
2. Toggle the workflow to Active in the top right
3. Click Save

​

Troubleshooting

​

Next steps

• Add a second channel: Use another Slack step to notify the account executive directly via DM
• Update the CRM: Add a Salesforce step to log the AI insights back to the Opportunity record
• Weekly digest: Create a scheduled workflow that summarizes all closed deals from the past week