1.Captures new channel mention
Integrate Slack and messaging tools to capture message text and pass raw content to cleaning.
Create research record from channel mention for your team
Automatically capture new mention messages across Slack channels and pass cleaned company names through your CRM enrichment stack. Create and update research records when company mentions surface, so you can match accounts, generate summaries, and enrich fields without manual CRM research.
How this automation accelerates your research records
When Slack new mention in configured channel happens, research can get missed and CRM context stays outdated. This automation cleans text, finds Accounts in Salesforce and updates Notion with an AI research summaryβso your team can act faster.
Slackor swap with your favorite app
2.Cleans mention text and extracts company
Integrate Formatter by Zapier and text processing tools to remove bot mentions and extract a company name.
Formatter by Zapieror swap with your favorite app
3.Finds Accounts by company name
Integrate Salesforce and CRM lookup tools to search Accounts and pull enrichment fields and activity context.
Salesforceor swap with your favorite app
4.Generates structured research summary
Integrate Google AI Studio (Gemini) and AI summarization tools to produce a short research summary and next-step bullets.
Google AI Studio (Gemini)or swap with your favorite app
5.Upserts research record in database
Integrate Notion and database tools to find or create an item, then map AI and CRM fields and set last research.
Notionor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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