Alert / Workflows
Workflows

Act on every alert where you already work.

A signal is only useful if someone acts on it. Alert turns each alert into action two ways, in platform-based workflows or with the built-in AI assistant.

Lead pipeline

Save leads from any alert and move them through New, Contacted, Replied, and Won, right where the signal fired.

AI assistant

Ask in plain English, summarize reviews, and draft outreach from any alert in one click.

The pipeline is built in

Every vector in Alert, reviews, app moves, Plus upgrades, hiring, and target accounts, shares one pipeline. Save a lead where the signal fired and the whole team sees its status everywhere that merchant appears.

Stages that match how you sell

New, Contacted, Replied, then Won or Unqualified. Update the stage on the alert card itself.

Notes on every lead

Log why a merchant is a fit, what you sent, and what came back, next to the signal that started it.

Saved searches

Ask the assistant a question once, save it, and re-run it any time in one click to catch what changed.

pipeline · this week
new: 14 · contacted: 9
replied: 4 · won: 2
latest: Cedar & Sage moved to Replied
source: 1★ review on a rival

From signal to sent, in minutes

The daily loop is simple: open the Daily Briefing, work the highest-scored alerts, let the assistant draft the message, and log the outcome. No exports, no tab-switching, no copy-paste research.

Draft from the alert

One click turns any signal into a personalized email that cites the review, the uninstall, or the new hire.

Brief before you call

Ask for a full account summary, signals, stack, and contact, before any conversation.

Push anywhere via your AI

Hand the lead to Claude or ChatGPT and let it file the record in your CRM or load the sequence, using the connections your AI already has.

assistant · draft
you: draft an email re: uninstall
assistant: done ✓
subject: Saw you moved off
your rival, worth a quick look?