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Notifications in Coffee

Learn how to receive and manage Slack and email notifications so you never miss key deal updates or meeting follow-ups.

Updated over a week ago

You can receive Coffee notifications via Slack, Email, or both. You control which notifications you get from your personal settings.


Available notification types

🧹 Sunday Morning Pipeline Cleanup

Start your week with a clean, updated pipeline. Every Sunday morning, our app for Slack surfaces deals that need your attention so you’re ready for your weekly pipeline review.

Here’s what you’ll see:

  • πŸ“… Deals with close dates in the past

  • ⏳ Deals with no activity in the past 2 weeks

  • πŸ”„ Deals with no next steps

  • 🚫 Deals with 1 or fewer contacts


β˜•οΈ Morning Prep

Get a head start on your external meetings with AI-generated briefing links delivered directly in Slack along with any Action Items due that day.
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Briefings include:

  • πŸ‘€ Names, titles, locations, and LinkedIn profiles of attendees

  • 🏒 Background on the company, including recent updates

  • πŸ“œ History of the relationship and key points from past meetings


β˜€οΈ End-of-Day Follow-Ups

End your day strong with automated follow-ups for all your meetings.
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Each summary includes:

  • πŸ“§ A draft follow-up email

  • πŸ“Š Smart summaries in your preferred sales methodology

  • βœ… Suggested action items

  • πŸ“‚ Suggested pipeline updates


How to enable or disable notifications

You can turn notifications on or off at any time. To do so, follow these steps:

  1. Click your profile photo in the top-right corner.

  2. Click Integrations.

  3. Under Messaging, choose:

    • Slack notifications

    • Email notifications

    • Or both

  4. Select which notification types you want to receive.

  5. Save your changes.

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