Clientell AI

Set Up an Email Alert

Use Cases:

    Automation(Flows)

    Prompt

    Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.

    Try it yourself

    Related use cases

    Generate next-year renewals on every Closed Won.

    Multi-stepTry this prompt

    “Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

    Record-Triggered FlowOpportunity
    Stage = Closed Won
    Trigger
    +
    Create Renewal Opp
    Create Records
    +
    Close +1yr, Same Owner
    Assignment
    After Save · Same Account

    Stop reps from moving opps backward — except admins.

    Try this prompt

    “Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”

    Validation RuleOpportunity
    Qual
    Proposal
    Nego
    Closed
    System Admins exempt
    Prevents backward stage movement

    Describe the approval flow in plain English.

    Multi-stepTry this prompt

    “Create an approval process for Opportunities over $50,000 that requires the record owner's manager to approve before moving to Closed Won.”

    Approval Process>$50K
    Submit for Approval
    Opp Owner
    Manager Review
    Step 1
    Approved
    Returned
    Opportunity · Amount > $50,000