Internal Staff Tool

🔔 AlertBot

Staff Account: steven.francisco@wearelee.org

Never Miss an Important Data Change.

AlertBot connects directly to LEE's Google BigQuery data warehouse and Salesforce records to send timely Slack notifications directly to you or your team channels. You never need to write SQL or configure servers—just ask LEE the Builder in Slack!

💬 Want to Create or Edit an Alert?

All alert creation and adjustments are handled conversationally in Slack. Just send a message to @LEE the Builder with what you want to track, your preferred schedule, and where you'd like the notifications sent. Examples continue below.

💬 Chat with LEE the Builder in Slack

✨ How It Works (In Plain English)

1

Decide What to Track

Pick what you want to keep tabs on—like overdue candidate leads, event signups, duplicate records, or daily team milestones.

2

Tell LEE the Builder in Slack

Send a direct message to LEE the Builder or tag @LEE in any channel with your schedule and what you want to see.

3

Receive Formatted Alerts

AlertBot evaluates the data on schedule and automatically pings you or your channel when there are results or anomalies to address.

💬 Example Conversations with LEE the Builder

Scenario A: Direct Message (Personal Candidate Digest) 1-on-1 DM
You (Slack DM to LEE)
"Hi LEE, could you send me a Slack message every Monday morning at 8:30 AM ET listing any candidates in my region who haven’t had outreach logged in over 30 days?"
LEE the Builder
"You got it! I've connected to our candidate warehouse data and set up 'Candidate Inactivity Alert' to run every Monday at 8:30 AM ET. It will only ping you if there are overdue accounts. I've sent you a quick test message so you can preview the layout!"
Scenario B: Shared Team Channel (Daily Milestone Summary) #team-channel
You (in #fellowship-team)
"@LEE Please post a summary in this channel every weekday at 5:00 PM ET showing new fellowship applications submitted today."
LEE the Builder
"All set! I've scheduled the 'Daily Fellowship Applications' alert for #fellowship-team every Monday through Friday at 5:00 PM ET. The team will get the daily count and names right inside this channel."
Scenario C: Anomaly Alert (Only When Threshold Exceeded) Conditional / Exception
You (Slack DM to LEE)
"LEE, keep an eye on duplicate contacts in Salesforce. Only message me if new duplicate records exceed 20 in a single week."
LEE the Builder
"Scheduled! AlertBot will evaluate duplicate counts every Monday morning. Because you specified 'only if', your Slack won't be spammed if everything is normal—it will only trigger when the count crosses 20."

⚙️ Managing Your Alerts (Stop, List, Test, or Delete)

Action What to Say to LEE the Builder in Slack What Happens
List "What alerts do I currently have running?" LEE replies with a complete bulleted summary of all alerts you or your channel own.
Test "Send me a test of my candidate alert." AlertBot executes the query immediately and delivers a live preview card right into Slack.
Stop / Pause "Pause my Monday candidate alert." Disables the schedule immediately without deleting it. Re-enable anytime.
Resume "Resume my candidate alert." Re-activates the scheduled timer in the background ticker.
Delete "Delete the fellowship alert I created." Permanently removes the rule from AlertBot and stops all future executions.

📋 Live Staff Alert Registry

Active Timed Alerts • Total: 3
Candidate Inactivity Alert (>30 Days)
● Active
⏱ Schedule: Every Monday at 9:00 AM UTC (5:00 AM ET) 🎯 Destination: Direct Message (Private DM) 👤 Owner: Steven Francisco 📊 Type: BigQuery Data Query
Template: 🚨 *Candidate Inactivity Alert*: Found overdue candidates with no interactions in 30+ days for <@{owner_id}>.
Scheduled 9:15 PM ET Test Notification
● Active
⏱ Schedule: Daily at 1:15 AM UTC (9:15 PM ET) 🎯 Destination: Direct Message (Private DM) 👤 Owner: Steven Francisco 📊 Type: Notification
Template: ⏰ *ALERTBOT 9:15 PM ET TEST*: Scheduled test alert dispatched successfully to <@{owner_id}>!
Minute Ticker Scaffold Test
○ Paused
⏱ Schedule: Every minute (Heartbeat ticker) 🎯 Destination: Direct Message (Private DM) 👤 Owner: Steven Francisco 📊 Type: Notification
Template: 🔔 *ALERTBOT HEARTBEAT*: Cron minute ticker active for <@{owner_id}>.