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Overview

The Notify step sends a message to specific people or roles at any point in a flow.

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Use When

  • You need to alert someone of a status change or ask them to look at something, without creating a task for them

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Configuration

  • Destination — Slack, Teams, or Email
  • Recipients — add specific users or roles (e.g. Requester); click Add from flow to pull in a recipient from earlier flow data
  • Subject — for Email
  • Message — body text; type ”@” to insert content from the flow (e.g. a field from Intake)
  • Send as a PDF — toggle; converts attached files to PDF before sending
There’s no separate “in-app notification” channel, no built-in interactive action buttons (Approve/Reject inline), and no conditional templating syntax inside the message — write the message as plain text with ”@” insertions. If the message needs to vary by condition, put a Condition step before the Notify step and use a different Notify step per branch.

Intake

Notify when new requests are received

Agent

Send analysis results

Approval

Alert approvers

Condition

Send different notifications on different branches