Send test results to client and update CRM record
Send test results to client and update CRM record
Your test result posts in the bot channel arrive unstructured, causing manual lookups and slower reporting. You get formatted Slack summaries and updated client records so reviews happen same day.
Overview
Stop letting test results sit as unstructured posts in a bot channel; this flow extracts the client ID, updates the client record, and sends a clean, linked Slack summary to the client. Account managers receive context and assets within minutes so reviews and follow-up happen the same day.