If you’re tired of chasing down deal updates or being the “status check-in” person, you’re not alone. Automated notifications can save you from a world of manual follow-ups, but only if you set them up right. This guide is for sales teams, managers, and anyone using Glyphic who wants to actually know what’s happening with deals—without drowning in pointless alerts.
Let's walk through how to set up automated notifications for deal progress tracking. I'll call out what’s worth your time, what’s just noise, and a few things you might want to skip.
Why Bother With Automated Deal Notifications?
Before diving into the setup, ask yourself: do you really need notifications for every little thing? Most people think more alerts = more control, but honestly, too many pop-ups just train you to ignore them.
Automated notifications are useful if: - You need to know when deals hit key milestones (like “Negotiation” or “Closed Won”) - You want to keep your team synced, without endless Slack pings or emails - You’re tracking deals across multiple reps or teams and don’t want to micromanage
But skip them if: - You’re just going to ignore them anyway - Your process changes every week (automation works best with stable workflows) - You’re trying to replace actual conversations—notifications are reminders, not a substitute for talking to your team
Step 1: Map Out What’s Actually Worth Notifying
Before you touch a settings page, decide what matters. Otherwise, you’ll just set up a bunch of alerts you regret later.
Ask yourself: - Which deal stages are true milestones? - Who really needs to be notified (manager, deal owner, finance, etc.)? - Is “every update” useful, or just the big ones?
Pro tip: Less is more. Pick 2-3 key moments in your pipeline—maybe when a deal moves to “Proposal Sent,” “Negotiation,” and “Closed Won.” Everything else is probably just noise.
Step 2: Find Glyphic’s Notification Settings
Glyphic’s interface changes sometimes, but as of this writing, here’s how you find what you need:
- Go to your workspace settings.
Usually, it’s the gear icon in the left sidebar. Click it. - Look for “Notifications” or “Automation.”
Sometimes these are under a broader “Integrations” section. If you can’t find it, use the search bar at the top. - Choose the “Deal Progress” or “Pipeline” section.
This is where most of the notification triggers live.
If you’re not an admin, you might need to ask someone who is. If you get stuck, Glyphic’s help docs are decent, but don’t expect a magic answer for every weird workflow.
Step 3: Set Up Triggers for Deal Progress
This is where you tell Glyphic when to send a notification. Most people overcomplicate this—don’t be that person.
How to Set a Trigger
- Click “Add Notification” or “Create Rule.”
- Choose a trigger event.
- For deal progress, look for options like “Stage changes to…” or “Deal status is updated.”
- Pick your stage(s).
- Don’t select every stage. Remember, you only want the milestones.
- Example: “Send notification when deal moves to ‘Negotiation’ or ‘Closed Won’.”
- Select who gets notified.
- Assign to individuals, teams, or roles.
- Be specific. “Everyone” is rarely the right choice.
Honest Take
Most people go wild and set up alerts for every status change—then everyone ignores them. Be ruthless: only notify when something truly needs attention. If you’re getting more than 1-2 notifications per deal, rethink your triggers.
Step 4: Choose Your Notification Channels
Glyphic supports email, Slack, in-app, and sometimes SMS (depending on your plan). Here’s what actually works:
- Email: Fine for managers or people who live in their inbox. Gets buried fast.
- Slack: Best for teams who already use Slack religiously. But don’t flood a channel, or people will mute it.
- In-app: Handy for deal owners who are always in Glyphic. Useless if your team doesn’t check the app.
- SMS: Only for truly urgent stuff (like a deal closing today).
Pro tip: Start with one channel. If people ask for more, add them later. It’s easier to scale up than to claw back a flood of annoying alerts.
Step 5: Customize Notification Content
Glyphic lets you edit the message that gets sent. Don’t just use the default (“Deal status updated”)—it’s vague and easy to ignore.
What to include: - Deal name - New stage or status - Owner or rep name - Any key dates (like expected close) - A direct link to the deal
Example:
“🚀 Deal Acme Co. Expansion moved to Negotiation. Assigned to: Jess M. [View Deal]”
Skip:
- Internal codes or IDs nobody cares about
- Boilerplate legalese
- Too much detail (keep it scannable)
Step 6: Test Before You Unleash It
Don’t trust a new automation until you’ve seen it work.
- Change a test deal’s stage to trigger your new notification.
- Make sure the right people get the alert, and it shows up where you expect.
- Check the message—would you actually read it or just delete it?
If it’s annoying, unclear, or goes to the wrong person, fix it now. It’s a lot easier than cleaning up confusion later.
Step 7: Review (and Ruthlessly Trim) Your Notifications
After a week or two, ask your team:
- Are we actually reading these?
- Did we miss anything important?
- Are there false alarms or just noise?
If the answer is “we all just mute them,” start cutting back. You want notifications people act on, not background noise.
What Works (and What Doesn’t)
What works: - Keeping notifications to true milestones - Making messages clear, short, and actionable - Letting people opt in or out as needed
What doesn’t: - Notifying everyone about everything (fastest way to train people to ignore you) - Over-customizing with fancy logic—if you need a flowchart to explain it, it’s too much - Forgetting to check if your triggers still make sense after your process changes
What to Ignore
- Default “everything” notifications: They’re just a lazy way to fill your inbox.
- Integrating every channel: Start with one. If your team isn’t on Slack, don’t force it.
- Notifications for “deal created” or “deal updated”: Unless you have a compliance reason, these are mostly noise.
Keep It Simple and Iterate
Setting up deal progress notifications in Glyphic can save you real time—if you keep it simple and focus on what actually matters. Don’t be afraid to start with just one or two triggers and build from there. If people complain about missing something important, tweak it. If they’re annoyed, cut back.
Above all: automation is supposed to make your life easier, not more complicated. Set up what you need, ignore what you don’t, and revisit every few months. That’s how you keep your team in the loop, without driving everyone nuts.