Solve for CRM hygiene with a single, actionable, periodic alert sent to your reps. With Digest, you can combine multiple Workflows and send a regular alert to your reps that contains all the records that need their attention. Reps can then view those records on Board and update the required fields in a single go.
How to set it up?
Visit the Digest listing page either from the 'Digest' Tab.
You can start creating a new Digest using the 'Create Digest' button.
On entering the Name, Object for this Digest, you will notice the 'Workflow' selector which allows you to select multiple Workflows that you wish you create a Digest for. This will only show the Workflows related to the Object you have selected.
On choosing the Workflows, you will notice options to 'highlight' certain fields that you want your reps to update. For each Workflow, you can only choose to highlight the fields that are used as conditions in the workflows.
These fields will be highlighted in the Board view when reps access it. You can also add instructions that will appear on the respective Board columns.
To note, that the following workflows can only be added:
General Workflows (on create/update, time based, MIT) are only supported. Stuck in Stage is not supported.
We don't support Cross Objects, Change conditions and Text Area fields as well. You won't be able to select these workflows.
Comparison with other fields is also not supported.
Next, you can choose the default columns that appear on the Digest (Board) view alongside the highlighted fields.
The Stacking field option you notice will allow you to group the 'Highlights' that you see on the Digest list view. This is optional.
Choose the frequency, recipients and that's it! You're done with setting up the Digest.
Digest in action
A Digest alert is sent to the recipients at the time and frequency chosen by you during creation.
Clicking on 'View in Board' then takes you to the Digest view on Board where user sees a list of records that meet the condition of the Workflows.
On filling up the highlighted fields, rows magically disappear from your Digest and you will notice the number (on the top right) decreasing. This number indicates how many records still need attention.
Enjoy Digest Zero!