In this article:
Overview
🧪 Join the Public Beta
AI Automations are available through Labs in the Crossbeam app.
Go to Settings > Labs, find AI Automations, and click Join Waitlist to get access.
AI Automations automate ecosystem alerts by watching for a specific condition in your Crossbeam data and posting a notification to Slack when a new match occurs. Instead of manually monitoring overlaps, you configure an Automation once and let it flag new mutual customers, shared opportunities, and closed-won deals as they happen.
Have a look at this video for a Demo on AI Automations:
✍️ Note
AI Automations run on an hourly cadence and only notify you of new matches identified since the last run. They don't fire for matches that already existed before the Automation was created.
Plan Availability
🚧 Public Beta: AI Automations is available on Connector, Supernode, and Enterprise plans during public beta. Features, triggers, and conditions are subject to change before general availability.
If you encounter bugs, have suggestions, or want to share feedback, reach out to us at product@crossbeam.com —we'd love to hear from you.
Prerequisites
Requirement | Details |
Seat type | Full-access seat required to create or edit Automations |
Slack | A Slack workspace must be connected—all beta actions are Slack-based |
Permissions
Under Roles and Permissions, a new Automations permission controls what each role can do:
Permission level | What it allows |
Manage | Create, edit, enable/disable, and delete Automations |
View | See the Automations page and existing Automations, but can't create or edit them |
✍️ Note
Only full-access seats can create AI Automations. Any user with access to the destination Slack channel will see the alerts.
Create an Automation
Click on Automations in the navigation bar
Click the Create Automation button
If Slack isn't connected yet, you'll see a prompt to connect it before you can continue (steps here)
In the modal, enter a name for your Automation
Select a trigger—the signal that will notify you when it occurs:
New mutual customer
New mutual account detected
Partner opens a new opportunity on a mutual account
Partner closes a deal won on a mutual account
(Optional) Add one or more conditions to filter the trigger:
Partner | Partner Score |
Partner tag | Industry |
Number of Employees | Amount |
Close Date | Is Closed/Is Open |
✍️ Note: Conditions combine with AND only in this release—there's no OR or grouping.
Select an action:
Send a Slack message to channel (public or private)
Send a Slack message to partner (Slack Connect)
Send a Slack direct message
Tag Account Owner by toggling on or off this option
Choose the Slack channel from the dropdown that appears after you select your action.
Test an Automation
Once all fields are filled in, click Test Automation
Check the selected Slack channel for an example notification confirming your setup works as expected
Click Save Automation to activate the Automation
✍️ Note
You must test an Automation before you can save it. Check your Slack channel to confirm you received the sample message.
Example Slack Notifications
Single match
When only one record matches, the notification shows full detail—account owner, partner account owner, and employee count—along with a short recommendation and a button to view the overlap in Crossbeam.
Multiple matches
When more than one record matches in a single run, the notification shortens to a list of the top matches, each with its own short recommendation, plus a button to view the overlaps in Crossbeam.
Manage AI Automations
The AI Automation page lists every Automation you have access to, showing its name, trigger, action, owner, and last run time.
From this page, you can:
Enable or disable an Automation using the toggle—disabling pauses notifications without deleting the configuration
Edit an Automation to change its name, trigger, conditions, or action
Delete an Automation to remove it permanently
FAQ
What's the difference between an Automation and a Slack notification I already get from Crossbeam?
Standard Crossbeam Slack notifications report on population changes in bulk. AI Automations are user-defined: you configure the specific condition to watch for, and each alert includes a short recommendation rather than a raw data summary.
Do Automations fire for matches that already existed when I created the Automation?
No. AI Automations diff results against the previous run and only surfaces new matches.
Can I edit the message an Automation sends?
Not in beta—message copy is fixed. Configurable instructions for the message are planned for a future release.
Can an Automation send a Slack DM?
Yes. AI Automation can send notifications via Slack DM, a Slack channel, or a Slack Connect channel.
Why didn't my Automation fire even though the condition seems to be met?
Check the following:
The match existed before the Automation was created (not a new result)
The partner required by the trigger isn't actively sharing data
Required CRM fields aren't synced (for the two opportunity-based triggers)
The Automation is disabled
Can multiple Automations use the same trigger type?
Yes. You can create multiple active Automations with the same trigger but different conditions, actions, or channels.
How often do Automations run?
Hourly. Each Automation produces at most one notification per run, even if multiple records match.
What happens if my Slack integration needs reauthorization?
If your org's Slack connection requires reauthorization, the Automations run is skipped for that cycle—no notification is delivered until the connection is reconnected.