SalesSheet.ai — New Automation
Step 2: Define Actions
Configure what happens when the trigger fires. Chain multiple actions.
📋
Create Task
Generate a task when the automation fires
Title
Assignee
Deal Owner
Due
3 days after trigger
💬
Send Slack Message
Post a message to #sales-wins
Channel
#sales-wins
Message
🔔
Send Notification
In-app or email alert to specific team members
✏️
Update Field
Set a field value on the triggering record