SalesSheet.ai — Automations
Automations
NameTriggerActionsExecutionsStatusActive
Closed-Won Celebration
Notify team + create onboarding task
Stage → Closed Won Create Task, Slack Message 247 Active
New Lead Follow-up
Create follow-up task for new leads
New Contact Create Task 1,834 Active
Stale Deal Reminder
Alert owner when deal idle for 14 days
Scheduled (14d idle) Send Notification 89 Active
Stage Notification
Post to Slack when deal moves stages
Stage Change (any) Slack Message 512 Paused