Workflow Notifications
Alex Johnson avatar
Written by Alex Johnson
Updated over a week ago

Which of Vendr's products is this article applicable to?

Applicable

  • Vendr 2.0

Not Applicable

  • Freemium

  • Premium Intelligence

  • Premium Procurement

Overview

There are a number of different notifications that get sent in the course of using a Workflow. This page provides a breakdown of what those notifications are, when they occur, who gets them, and any additional relevant details.

Workflow Emails

Email Event

Email Recipient

Additional Notes

Task is assigned to customer person

The assigned customer person

Task is assigned to a Vendr person

The internal Vendr person (SaaS Consultant or Procurement Specialist)

Task is completed

The person who assigned the task. (the assignER)

Informs the assignER of who completed the task.

Task reminder for customer person

The assigned customer person

Reminds customer person about their open tasks, including deadlines if any. Runs on Mondays and Thursdays at 9AM ET (8AM in summer time)

Task reminder for Vendr person

The assigned internal person.

Reminds customer person about their open tasks, including deadlines if any. Runs on Mondays and Thursdays at 9AM ET (8AM in summer time)

Workflow is launched (same email event as when tasks are generally available to person, see below)

Whoever has available (unblocked) tasks once the workflow launches

Mentions all available tasks for the person.

A task has become available for customer person

The customer person who now has available (unblocked) tasks.

A task has become available for Vendr person.

The Vendr person who now has available (unblocked) hidden tasks.

Some comment on the intake was made.

All people who were mentioned either in the same comment or previously.

Some comment on a task was made that is not the “Vendr Negotiation” step

All people who were mentioned either in the same comment or previously.

Some comment on the “Vendr Negotiation” step

All people who were mentioned either in the same comment or previously as well as the SaaS Consultant and the Procurement specialist, regardless if @vendr was tagged or not.

Commented on a Workflow

Any Vendr person tagged, and also the SaaS Consultant and the Procurement Specialist.

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