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p/workbase-2Use formulas to power dynamic alerting and actions
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Michael Seibel

Workbase - Use formulas to power dynamic alerting and actions

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Alerts, watchlists, and automations powered by custom stackable formulas. Workbase automatically scans and runs triggers over your data sources including Salesforce, Snowflake, and other live systems.

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John Tan
Maker
👋 Hey Product Hunt community, we’re the team at Workbase. Have you ever wanted alerts that required very specific logic to be useful? Some examples: Sales: an opportunity that needs follow-up due to declining engagement Marketing: an account where key contacts have attended many webinars Engineering: a P0 Jira ticket that hasn’t been touched for several days Operations: alert on transaction backlog for specific units in a deployed fleet Productivity: email threads with your boss where you haven't received any replies These ‘data-driven’ use cases are often hard to do with a simple Zap. Typically they require... (1) Combining data from multiple tables (2) Logic involving multi-step data calculations (3) System to proactively monitor for triggers This type of automation that required extra 'data modeling' or 'last-mile logic' is something we consistently found while working on the Tooling team at Segment. We’ve built an interface that lets you achieve just that by stacking formula expressions on top of each other. ✅ Hyper-specific triggers defined by formulas ✅ Formulas are persisted so you can stack and reuse them ✅ Formulas can be run across tables (AKA lookups and rollups) ✅ Support for alerts (Slack, email) and automations (write-back, create record) ✅ Intuitive workbook interface to organize your alerts ✅ Scalable to production grade systems like Salesforce Let us know what you think!! Ask us about an alert you've always wanted, and we'll try to come up with a formula for it! 👉 Special for Product Hunt: if you exceed the 100K record limit on our Lite plan, send us a note mentioning Product Hunt and we’ll give you free access to our Premium plan.
Ed Parsons
Maker
@john_tan_21 Thanks John, we're all super excited to have this released to the community and are looking forward to hearing where people think it can be useful. We already have some comments about Close.io and DataDog being potential future integrations.
Robbie Lim
I've tried this and it's really amazing for alerts for follow ups. Haven't seen anything that compares. I'm going to try a number of additional use cases.
John Tan
Maker
@robbielim thanks for the feedback! Would love to reach out to chat about the additional use cases
Ed Parsons
Maker
@robbielim Hi Robbie, thanks for commenting. Would love to talk through any use cases you have and brain storm how Workbase could quickly get them up and running
Wendy Wen
Love this product and the visionary founder, John. I think Workbase is the future!
John Tan
Maker
@wendy_wen1 thanks Wendy! really appreciate the support. It's been awesome working with you folks
Ed Parsons
Maker
@wendy_wen1 awesome thanks for all the support, and the kind words about John :D
Bradley Kowalk
Just went through the tutorial. Great design, and seems useful for a wide range of cases. Looking forward to exploring it more fully
Maryam Mosstoufi
Maker
@bradley_kowalk thank you for the feedback! We are excited to see what you achieve with Workbase and looking forward to hearing of use cases you explore into.
Ed Parsons
Maker
@bradley_kowalk Hi Brad, thanks for going through the tutorials, did you have a favorite?
John Tan
Maker
@bradley_kowalk thanks for engaging! Yeah, we definitely hope the flexibility of the tool means that there are a lot of use cases that pop up.
Sheila Vashee
Yes! This is so awesome and is so useful for rev ops teams. Awesome product!
John Tan
Maker
@sheilavashee Thanks for the feedback! yeah definitely, with GTM motions getting more complex, we think RevOps teams will start playing the role of 'revenue architects', which means they will need better tooling to orchestrate their strategies
Ed Parsons
Maker
@sheilavashee Thanks Sheila, we think the Rev Ops teams have been a little overlooked recently. Being between Sales and Data Eng, there needs to be something suited for the middle.
Farokh Shahabi
Very useful! Congratulations!
Maryam Mosstoufi
Maker
@farokh_shahabi thanks for the feedback! We'd love to hear of use cases you come up with.
Ed Parsons
Maker
@farokh_shahabi glad you think so, been hard are working trying to make it as easy as possible to create reliable alerts.
John Tan
Maker
thanks for the nice note! We're super excited about the potential that a flexible alerting framework could bring. Definitely let us know of any use cases!
Gui Latrova
It would be powerful to integrate with other system monitoring tools. Combining powers can be interesting. For example, I'd love to use Workbase to gather logs from DataDog and produce a specific set of alerts.
Maryam Mosstoufi
Maker
@guilatrova thank you for the suggestion! And yes combining powers brings super powers which is our goal. We are rapidly growing our integrations and will definitely voice your suggestion to the team.
John Tan
Maker
@guilatrova this is a really interesting point! A lot of our current integrations are with GTM systems, but it definitely could be interesting to stack monitoring tools too like Datadog. Would love to hear any specific use cases you have in mind
Gui Latrova
@john_tan_21 DataDog "sucks" on alerting on Slack. The alerts are ugly, and hard to customize. I'd like to trigger fully customized alerts on specific logs (that frequently contain attributes like the exception) and decide what to do next. It could allow to automate actions like notifying a customer through email to update a setting on their side, or even notifying the engineering team on Slack.
John Tan
Maker
@guilatrova yeah really interesting! I think we'd need to scale up our processing power if we're going down to individual logs, but we'd love to realize your idea here at some point. Thanks for the idea!!
Ed Parsons
Maker
@guilatrova Fo DataDog, would you need to parse out the log line to pull our the attributes so you could then use them as part of the custom slack alert?
Ed Parsons
Maker
Hey Community, this is Ed, the other co-founder of Workbase. We're so happy to be able to share this version of Workbase with you. I think some of the coolest parts of the app when comparing to other automation and alert providers like Zapier are: - We allow you to easily test on all the data, so errors once the alert is live are rare. - We allow you to specify full formulas in excel-style, this saves on either a) having 5 steps just to manipulate a string correctly or b) constantly having to pull the escape hatch and embed javascript into your flows - We allow easy cross-object queries and have auto-complete and typing checking inside the formula (god send). This makes writing them so much easier. Well those are a few of my favorite, would love to hear what the community thinks? We've installed a demo data provider into the application so even if you don't have anything to connect Workbase to yourself, go and check it out.
John Boggs
I could see this being really useful for sales operations or any analytics based operations automation! I watched the demo video on the signup page, created an account, and went through one of the tutorials using their demo salesforce data. I really love the excel style formulas on top of salesforce data, and the overall UX is intuitive while staying flexible enough to be powerful.
John Tan
Maker
@john_boggs1 Thanks John for the feedback and thoughts! Glad to hear we're striking a good balance between flexibility and ease-of-use. It's something we'll continue to double down in!
Ed Parsons
Maker
@john_boggs1 thanks for trying out the full demo John!
Godert Sassen
Nice!
Maryam Mosstoufi
Maker
@sitemanager thank you for the feedback! We are excited to see what use case you put to the test.
Ed Parsons
Maker
@sitemanager Thanks Godert!
John Tan
Maker
@sitemanager thanks for the nice note! let us know if there are any use cases that come to mind! would love to chat
ruimin Zhang
good
Maryam Mosstoufi
Maker
@ruimin_zhang thank you for your feedback! Keep us posted on what use cases you try out with Workbase.
Ed Parsons
Maker
@ruimin_zhang Awesome glad you think so
John Tan
Maker
@ruimin_zhang thanks for the note! and definitely let us know of any use cases that come to mind, we'd love to have a chat
John Mannes
Love it! This looks awesome!
Maryam Mosstoufi
Maker
@john_mannes3 thank you for the feedback! Please do let us know if you have very specific use cases you would like us to jump in and help you build out.
Ed Parsons
Maker
@john_mannes3 yeah Maryam has put a lot of working into the design and flow of the application
John Tan
Maker
@john_mannes3 thanks John! definitely appreciate the note. We hope that we can deliver super valuable alerts to users, ones they otherwise wouldn't be able to pull off cause you'd need custom code
Christopher Cao
Congrats on the launch! I can see this being super powerful for observability and feature experimentation to make sure our teams stay aligned after launches. Dynamically adding triggers between Snowflake, DataDog, Slack, and Hubspot to help coordinate cross-functionally will be huge for GTM motions.
alicia
Maker
@christophercao1 Thanks Chris for the thoughtful comment! We agree that this functionality can unlock tons of value for go-to-market teams. We can’t wait to see what you build on Lite tier!
John Tan
Maker
@christophercao1 Thanks for the suggestions. It's the second time we've gotten feedback about Datadog today -- we're definitely going to look into that use case. Thanks a bunch for engaging with us
Ed Parsons
Maker
@christophercao1 Thanks for the message. We already support Snowflake, Slack and Hubspot. Did you have any specific use cases in mind? Would look to brainstorm.
Meredith (Tosta) Parsons
Been frustrated by Zapier's limitations for some time - so glad this product exists!
Maryam Mosstoufi
Maker
@meredithtosta1 thank you for your feedback! It is out of pain points and frustrations the next level of products are created and we are with you on that. No limitations here and we are excited to see what you create.
John Tan
Maker
@meredithtosta1 thanks for the feedback! Would love to reach out offline to hear specifically what types of limitations are most headache inducing. Especially anything related to data!
Ed Parsons
Maker
@meredithtosta1 Yeah we've found Zapier is hard to do complex alerts and breaks regularly is the data can changes and is not super uniform. We'd love to show you some of them
Al Yang
Awesome product!! Congrats on the launch @john_tan_21 and Ed Parsons!
John Tan
Maker
@al_yang1 Thanks! Definitely let us know if there are any very specific business alerts you folks end up deciding on.
Ed Parsons
Maker
@john_tan_21 @al_yang1 Thanks for the kind words.
Samar Ali
Launching soon!
Its a great idea, i loved the clean design and workflow .
Israt Jahan
Very interesting. Congrats
Ed Parsons
Maker
@isratjahan17 thanks Israt!
John Tan
Maker
@isratjahan17 thanks for the nice note! Definitely let us know if there are any use cases that jump to mind, esp around alerting!
Guy Taylor
Good stuff
John Tan
Maker
@guytaylor88 Thanks a bunch! Yeah if you folks ever have business alerting needs, let us know! We're super pumped as more and more people deploy this in the wild
Ed Parsons
Maker
@guytaylor88 thanks Guy, we’re glad you like it
Adam Smith
This is best
Maryam Mosstoufi
Maker
@new_user_347009243f179 thank you for your feedback!! We are excited to see where you take Workbase with your use cases.
Stuart Losses
outstanding work!
Maryam Mosstoufi
Maker
@stuart_losses thank you for your feedback! We look forward to see what processes you simplify and solve with Workbase.
John Tan
Maker
@stuart_losses thanks for the feedback! Would love to hear of any use cases if you have any in mind.
Ed Parsons
Maker
@stuart_losses Thanks, Stuart!