1
Click "Automations"
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Click here. "Create Automation"
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Click "When a form is submitted"
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Click "Select a table"
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Click "š Wins š"
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Click here. "Select a Form"
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Click "Submit your win"
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Click "Use suggested record"
šØ You MUST have a record in order for it to work. Submit a dummy entry if necessary"
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Click here.
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Click "Send message"
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Click "Select Slack account"
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Click here. and find the channel
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Click here.
This is where you will write the message sent to Slack
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Click here. Click the plus sign
You can select data points you'd like sent to your Slack message
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Click "Generate Preview"
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Click "Test Automation"
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Click "Select a record"
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Click here.
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Click "Run automation"
Wait for the "Success" message
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Turn the automation ON
