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8 docs tagged with "notifications"

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Meeting summary notifications

Get notified by email and in-app notification when a meeting recording has been analyzed and the summary is ready to review.

Notify a digital agent

Learn how to use the Notify a digital agent action to send in-app and email notifications to a fulfillment agent in an automation.

Notify a salesperson

Learn how to use the Notify a salesperson action to send in-app and email notifications to salespeople assigned to an account.

Notify a user

Learn how to use the Notify a user action to send in-app and email notifications to one or more users in an automation.

Notify all account users

Learn how to use the Notify all account users action to send in-app and email notifications to every user on the account.

Proposals

Legacy Proposal Builder: templates, PDFs, notifications, and Snapshot Reports in Commerce. Historical reference only.

Users

Complete guide to managing users, groups, notifications, and permissions for team collaboration in Task Manager.