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Release Notes: December 19, 2023
Release Notes: December 19, 2023

πŸ¦– New at Rattle: Leaderboard, Meeting Intelligence, Workflows, Atlas, Digest

Sangita Abraham avatar
Written by Sangita Abraham
Updated over a week ago

Important notice: The Rattle team will be out of office December 25 through January 1. Please submit any help requests to support@gorattle.com during this time. Cheers! πŸŽ‰

Leaderboard

  • Simpler Name: Say hello to "Leaderboard" (we dropped the 'S')! Reflecting the singular focus, each channel will showcase one distinct board.

  • Currency Symbol Addition: Whenever a Goal or Currency type stacking field is selected, or numbers with commas are input, Leaderboard will automatically display the relevant currency symbol, sourced directly from Salesforce for local accuracy.

  • Relative Dates: Set smarter goals with relative date parameters. Now, you can easily define dates that are, for instance, 30 days before or after a goal's creation, making tracking and planning more dynamic and relevant.

Meeting Intelligence

  • New Call Conditions: Filtering meetings is easier than ever. Utilize two new call filters to sort by Meeting title and Meeting duration, streamlining your meeting selection process.

  • Advanced Tab for Admins: Super admins and admins now have an 'Advanced' settings tab in the Rattle app. This feature allows organization-wide control of access and permissions, including the ability to add or remove the Rattle ID assigned to each message.

Workflows

  • Alert-Previews: Simplify how you review workflows with our new alert-preview feature. Customize alerts with dynamic changes in text, gifs, buttons, and fields, giving you a live preview of Slack alerts during the setup process.

Atlas

  • MI Workflows Integration: Integrate your Meeting Intelligence workflows directly into Atlas. Atlas now supports general, Reports, Approvals, Deal Rooms and Meeting intelligence workflows, enhancing your workflow management capabilities.

  • Customizable Criteria Columns [Beta]: Tailor your workflow views in Atlas by customizing the columns in the criteria section. This feature allows for a more personalized and efficient overview of your workflows.

Digest

  • Stacking Field Redesign: The setup for the stacking field has moved from the workflow builder to the highlights tray, offering more flexibility and ease of editing at any time.

  • Refresh Feature: Keep your Digest up-to-date effortlessly with the new refresh button in the highlights tray. This ensures your Digest always reflects the most current information.

  • Streamlined Board: To enhance clarity and focus, we've removed the 'Impacted Workflows' column from your Board.

Help Center Roundup

Check out the newest additions to Rattle's Help Center library.

I.C.Y.M.I.

Last week we hosted a customer live training on Deal Rooms Setup and Best Practices. Watch it here:

πŸš€ Check back on January 2nd for the next round of Rattle Release Notes. Happy holidays from the Rattle team!

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