Communication & Notification Workflows

Vantage integrates with Gmail, Outlook Mail, Slack, and Microsoft Teams to deliver automated notifications triggered by data events. Combined with AI Formatter and AI Summary nodes, you can generate human-readable reports and alerts that reach the right people at the right time.

Route and Escalate Alerts Intelligently

Route alerts to different channels and recipients based on severity, topic, and business rules.

Scenario: An operations team receives hundreds of system events daily. They need intelligent routing so critical alerts go to the on-call engineer's phone instantly, while informational alerts accumulate in a daily digest.

Workflow Steps:

1. Logical Trigger — Fire when a new event is logged to the monitoring database
2. Database Query (PostgreSQL) — Pull the full event record: source system, severity, category, timestamp, raw payload
3. AI Enrichment — Classify each event:
   • Priority: P1 (Critical), P2 (High), P3 (Medium), P4 (Low)
   • Category: Infrastructure, Application, Security, Business Logic
   • Estimated blast radius: number of users/systems affected
4. Multi-Conditional — Route by priority:
   • P1 (Critical) → Send Email (personal email) to on-call engineer + Send Message (Slack #incidents) with full details + Create Issue (Jira, Priority: Blocker) + Dashboard Output (Event Monitor Tile)
   • P2 (High) → Send Message (Slack #alerts) + Create Issue (Jira, Priority: High) + Dashboard Output (Event Feed Tile)
   • P3 (Medium) → Dashboard Output (Event Feed Tile) — included in daily digest
   • P4 (Low) → DB Write (log for analytics only)
5. AI Summary — For P1/P2 alerts, generate a root cause hypothesis and recommended next steps
6. Dashboard Output — Populate:
   • Event Monitor Tile — Live P1/P2 incident tracker
   • Event Feed Tile — All events with priority color-coding
   • Stat Tile — Open P1 count, MTTR (mean time to resolution)
   • Line Tile — Alert volume trend by priority level

Key Nodes: Logical Trigger, Database Query, AI Enrichment, Multi-Conditional, Send Email, Send Message (Slack), Create Issue (Jira), AI Summary, DB Write, Dashboard Output

Relevant Integrations: Gmail, Outlook Mail, Slack, Teams Chat, Jira

Distribute Reports to the Right People Automatically

Generate and distribute formatted reports to teams on a schedule via email and messaging.

Scenario: Department leads need weekly performance reports emailed every Monday, with a summary posted to their team Slack channel.

Workflow Steps:

1. Schedule Trigger — Run every Monday at 7 AM
2. Database Query (PostgreSQL) — Pull department performance metrics: throughput, quality, efficiency, budget adherence
3. Aggregation — Roll up by department and by metric category
4. Computed Column — Calculate week-over-week changes and year-to-date figures
5. Sort — By department name for consistent report ordering
6. AI Summary — Generate a narrative summary for each department: "Marketing exceeded their lead generation target by 12% but overspent on paid campaigns by 8%. Net ROI improved 3% due to higher conversion rates."
7. Formatter — Structure the data into a clean report format with headers, section breaks, and summary tables
8. Write PDF — Generate a polished PDF report with company branding
9. Send Email (Gmail) — Email the PDF to each department lead with a personalized subject line
10. Send Message (Slack) — Post the AI-generated summary to each department's Slack channel
11. Send Message (Teams) — Post the same summary to the corresponding Teams channel for teams using Microsoft
12. Dashboard Output — Update Metric Tiles and Comparison Tiles with the latest weekly data

Key Nodes: Schedule Trigger, Database Query, Aggregation, Computed Column, Sort, AI Summary, Formatter, Write PDF, Send Email, Send Message (Slack), Send Message (Teams), Dashboard Output

Automate Customer Communications Across Channels

Trigger personalized customer communications based on data-driven events.

Scenario: A customer success team wants to automatically send personalized emails when customer behavior signals a risk or opportunity — without manually monitoring accounts.

Workflow Steps:

1. Schedule Trigger — Run daily at 9 AM
2. Database Query (PostgreSQL) — Pull customer activity: last login, feature usage, support tickets, billing status
3. List Customers (Stripe) — Pull subscription status and payment history
4. Join — Merge activity data with billing data
5. Computed Column — Calculate engagement score and risk flags:
   • No login in 14 days = engagement risk
   • Failed payment = billing risk
   • Support ticket spike = satisfaction risk
   • Feature expansion usage = upsell opportunity
6. Multi-Conditional — Route by signal:
   • Engagement Risk → AI Enrichment (generate re-engagement suggestions) → Send Email (personalized re-engagement email)
   • Billing Risk → Send Email (payment reminder with account update link)
   • Satisfaction Risk → Send Message (Slack) to CSM + Create Task (Jira) for outreach
   • Upsell Opportunity → Send Email (feature expansion offer) + Dashboard Output to opportunity queue
7. AI Enrichment — Personalize each communication based on the customer's industry, company size, and historical interactions
8. Dashboard Output — Populate:
   • Table Tile — Customer action queue (who to contact, why, recommended action)
   • Pie Tile — Customer distribution by signal type
   • Metric Tile — Engagement score trends

Key Nodes: Schedule Trigger, Database Query, List Customers (Stripe), Join, Computed Column, Multi-Conditional, AI Enrichment, Send Email, Send Message, Create Task (Jira), Dashboard Output

Monitor and Respond to Messages Across Platforms

Monitor incoming messages across email, Slack, and Teams for specific triggers and respond automatically.

Scenario: A support operations team wants to monitor customer emails and Slack messages for urgent keywords, auto-classify them, and route them appropriately.

Workflow Steps:

1. Schedule Trigger — Run every 5 minutes
2. Read Emails (Gmail) — Pull new incoming emails from the support inbox
3. Read Messages (Slack) — Pull new messages from #customer-support channel
4. Read Messages (Teams) — Pull new messages from the Support Team channel
5. Union — Merge all incoming messages into a single stream
6. Message Parser — Extract structured data: sender, subject, body, attachments, timestamp
7. Message AI Analysis — Classify each message:
   • Intent: Question, Complaint, Bug Report, Feature Request, Urgent Issue
   • Sentiment: Positive, Neutral, Negative, Angry
   • Complexity: Simple (auto-respond), Medium (human review), Complex (escalate)
8. Multi-Conditional — Route by classification:
   • Simple + Question → Message AI Response (generate and send auto-reply) + DB Write (log)
   • Urgent Issue or Angry Sentiment → Create Issue (Jira, Priority: Critical) + Send Email to on-call support + Dashboard Output (Event Monitor Tile)
   • Bug Report → Create Issue (Jira) with extracted details + Send Message (Slack #engineering)
   • Feature Request → DB Write (feature request log) + Dashboard Output (List Tile)
9. Dashboard Output — Populate:
   • Activity Timeline Tile — Message flow with classification labels
   • Bar Tile — Message volume by intent category
   • Metric Tile — Auto-resolution rate, average response time
   • Event Monitor Tile — Urgent issues requiring immediate attention

Key Nodes: Schedule Trigger, Read Emails, Read Messages (Slack, Teams), Union, Message Parser, Message AI Analysis, Message AI Response, Multi-Conditional, Create Issue (Jira), Send Email, Send Message, DB Write, Dashboard Output

Example Dashboard: Notification Operations Center

Build this dashboard to monitor all automated communications, track delivery success, and manage escalation queues.

Row 1 — Delivery Stats

Row 2 — Activity & Escalation

Row 3 — Volume & Trends

Row 4 — Performance & Reporting

Getting Started

To set up communication automation:

1. Connect your channels — Authenticate Gmail, Outlook, Slack, and/or Teams under Integrations
2. Build a routing workflow — Use Logical Trigger or Schedule Trigger + Multi-Conditional to route events by priority
3. Add AI formatting — Use AI Summary or Formatter nodes to make messages and reports human-readable
4. Set up escalation — Chain Send Email → Send Message → Create Issue for graduated alert escalation
5. Monitor delivery — Track notification delivery and response rates on your dashboard