Salesforce
Stale Opportunity Alert
Flag opportunities that are past their close date and still open.
Create Salesforce taskEmail alert
Salesforce
New High-Value Lead Routing
Speed up your lead response time. This automation checks for new Salesforce leads every hour and automatically creates a follow-up task for the assigned rep while sending an email notification. Set up threshold filters to focus on high-value prospects above a revenue cutoff.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
New rows detected
Fires when new rows appear in your connected data source since the last check. Ideal for routing new leads, contacts, or orders.
Schedule
Every hour
Brooked checks your Salesforce data every hour. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Create Salesforce task
Create a follow-up task in Salesforce assigned to the record owner.
Email alert
Send an email summary to your team with the rows that triggered the automation.
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Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
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Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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