1.Catches waiting task payload
Integrate Webhooks by Zapier and task routing inputs to extract the task reference and assignee contact to start the notification.
Send task waiting notice and feedback prompts to advisor
Automatically monitor waiting task payloads across Webhooks by Zapier, ClickUp, Slack, and Formatter by Zapier. Get tracked feedback prompts when tasks enter waiting status, tasks get assigned, or assignee emails fail lookupβso you can notify advisors, include task context, and deliver one click feedback without manual follow-up.
How this automation accelerates advisor re engagement
When a task enters the waiting state, delays can leave work stranded and advisors reacting too late. This automation receives the task payload, looks up the task and the right Slack user, and sends direct messages with tracked feedback linksβso your team can re engage work quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds task by ID
Integrate ClickUp and project data tools to pull task name, URL, current status, and manager reference for context.
ClickUpor swap with your favorite app
3.Finds user by email
Integrate Slack and directory lookup tools to match the advisor by email and fall back to the manager lookup.
Slackor swap with your favorite app
4.Builds tracked feedback links
Integrate Formatter by Zapier and templating tools to transform text, create a response identifier, and generate feedback link templates.
Formatter by Zapieror swap with your favorite app
5.Sends direct message
Integrate Slack and messaging tools to DM the advisor with task details and three tracked feedback links in one message.
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