Build a workflow that gives our marketing and sales teams live visibility into a product launch — pipeline movement and campaign sign-ups — without anyone manually pulling CRM reports. Everything surfaces in one team channel plus a few always-on web views, so the team sees momentum as it happens and knows daily whether they're tracking toward their goals. Real-time win alerts. Expose a webhook route that our CRM pushes opportunities to (Salesforce Flow is used here as an example but any CRM that can fire an outbound webhook works). When a watched opportunity enters an early qualification stage or closes won, post a per-record alert to Slack — or your team's chat tool. Filter out renewals so only genuinely new business triggers an alert. Persist which records you've already alerted on in a named volume so nothing double-posts, and prune that state periodically. Use external_id auth on this route since an external service calls it. Scheduled digests. Rather than alerting on every individual campaign sign-up (too noisy), summarize on a cadence with cron steps: A morning digest covering yesterday — sign-ups per watched campaign with all-time totals, progress toward each campaign's goal shown playfully (emoji progress bars), and opportunities created / qualified / closed won broken out by account segment and territory with ARR. An end-of-day check-in covering only what's new since the morning digest, plus a short "notable new members" section. Launch-week hourly updates. Add a cron step restricted to the launch window and business hours that posts a lightweight hourly recap — sign-ups in the last hour, pace toward goal, stage moves, wins. Scope the cron to the specific dates so it expires on its own. Dashboards. Build one step that queries the CRM read-only and returns aggregated JSON on its own route, then have the UI steps fetch from it rather than sitting downstream of it: A main dashboard (tenant-authenticated) with headline KPIs, goal progress, per-campaign totals, and pipeline breakdowns by stage, segment, and territory. A TV view rendering the same data in a fixed single-screen 16:9 layout with no scrolling, self-refreshing every few minutes, for an office wall display. Give it link-only auth so no login is needed on the display. A simple list page of everyone who signed up for the flagship campaign, linked back to their CRM records. Notable-title detection. Flag sign-ups with senior titles (CIO, CTO, Chief AI Officer, VP+ over those functions) for follow-up. Do this deterministically with pattern matching on the dashboard so it stays fast, and only fall back to an LLM (I use Claude via the Anthropic connector — swap in whichever model provider you prefer) for titles that don't clearly match, gated behind a high confidence threshold so the channel doesn't fill with false positives. Optional extras. A manual backfill step that posts one grouped digest of recent history and marks those records seen so the webhook won't re-alert them. If you have a call-recording tool with keyword tracking (I use Gong), chart call volume on the dashboard. Operating rules. Keep the workflow read-only against the CRM — chat messages should be the only write. Route draft and manual test runs to a separate testing channel so only published runs can post to the real one; use the branch environment variable to detect this. Give me a README.md covering triggers, the flow, connectors, and where to change campaigns, goals, and message templates. Tools used: Salesforce, Slack, Gong, Anthropic, 3B, React