Use case · Notifications

Slack and email as policy steps — not another place to chat.

A policy that runs for a client store can end with a notification: post to that client's ops channel, email the client's owner, page the on-call. The message carries the facts and a link to the inbox item. Approvals still happen in the inbox or the mobile app, so the ledger always knows who signed off.

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Shopify WooCommerce Shopware
Bluefin Co · ran on autopilot
Notify #ops-bluefin: 3 refunds awaiting sign-off
Order Desk via Shopify · 1m ago
Context

Three refunds over the client's €50 autopilot threshold are queued (€71.20, €98.00, €145.50). Each has an inbox item with the exact amount and reason; nothing moves until approved.

Executed actionshopify
notify
channel#ops-bluefin
items3
linkinbox/bluefin-co?filter=pending
mention@account-lead
Done · in the ledger, approved by policy
The problem, times every client

The right person hears about it late, or everyone hears about everything.

Ten client stores generate events all day. Route them all to one channel and it becomes noise nobody reads. Route none and a €145 refund sits unapproved until someone remembers to open the admin.

01

One channel for everything

Northwind's stock-outs next to Bluefin's refunds next to Maple & Oak's 404s. Nobody owns the channel, so nobody reads it.

02

Clients want to be told, not to log in

A client owner wants an email when revenue drops or a big refund goes out. They don't want a dashboard, and they certainly don't want your Slack.

03

Decisions made in chat don't get recorded

A thumbs-up in a thread is not an approval. If the action isn't tied to a signed-off inbox item, the ledger can't say who allowed it.

The policy · when · where · then

Notify is a `then` step. Per client, per channel, per threshold.

Any policy can end with a notification, and a policy can exist only to notify. Slack channels, email addresses and mentions are parameters of the step — so each client's events land in that client's channel and the client's own inbox.

  • Scoped to one client: its channel, its owner's email, its thresholds.
  • Direct steps only — nothing here needs a model. The message is built from the policy's fields.
  • Every notification carries a link to the inbox item; approve or deny there, or from the mobile app.
  • Delivered messages are on the ledger with channel, recipients and timestamp.
Pending sign-offs — Bluefin Co
Bluefin Co · Shopify · fired 52 times
Direct
When Weekdays at 09:00andWhereinbox.pending_count > 0andWhereinbox.oldest_age > 4hThenNotify #ops-bluefin with the pending listThenEmail the client's owner if any item > €100
How it runs

Event or schedule → policy → notify → ledger.

Event

Something happens, or it's 09:00

A store webhook fires, an agent queues an item for sign-off, a schedule ticks. The client's policy evaluates its conditions.

Policy

Threshold, then route

Field expressions decide whether it's worth a message at all, and to whom: the ops channel, the account lead, the client's owner. A quiet store sends nothing.

Agent

Context, when it helps

Where an agent step precedes the notify step, its summary travels with the message — the refund reason, the revenue-drop breakdown — so the reader doesn't open three tabs to understand it.

Ledger

Delivered and recorded

Channel, recipients, the inbox item it pointed to, and — once someone acts — who approved or denied it. The client's monthly report shows what they were told and when.

Typed store actions

Typed notification steps — delivery, not conversation.

A notification never approves anything. It tells the right person that an approval is waiting, a threshold was crossed, or a batch ran on autopilot. The decision stays in the inbox, where the ledger can see it.

  • toolPost to a per-client Slack channel with a mention
  • toolEmail the client's owner or your account lead
  • toolDaily digest of pending sign-offs per client
  • toolAlert on a threshold crossed — revenue, stock, refunds
  • toolSummary after an autopilot batch runs
  • toolLink every message to its inbox item

Route every client's events to the people who own them.

Connect Slack or add an email, set the channel per client, and attach a notify step to the policies you already run. Free for one store; agency plans from the second.

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