Insites audits a prospect's website and turns the report into a sales conversation. FlowMattic tells your sales channel when a prospect requests an audit or an analysis finishes, sends each lead to the right rep and sets a reminder to call. For agencies that sell SEO, web and marketing work and plan their outreach in Slack.
2 triggers 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in Insites2 triggers
Do this in Slack14 actions
1. TriggerNew Analysis Completed2. ActionSend Channel MessageWhen Insites fires New Analysis Completed, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateThe business name and report link post to the sales channel when the analysis finishes, so the rep who asked for it can review the findings and book the call.
New Analysis CompletedSend Channel Message
View the template When a visitor fills in the Insites audit form on your site, their details and website post to the channel, so a warm prospect is contacted the same day.
Lead Generation Details SubmittedSend Channel Message
A Router reads the prospect's country or city and DMs the rep who covers it, so agencies with regional sellers do not argue over who calls first.
Lead Generation Details SubmittedRouterSend Direct Message
The lead posts to the channel and Add Reminder nudges the owner the next working day, so prospects who asked for a report still hear from a person.
Lead Generation Details SubmittedSend Channel MessageAdd Reminder
An AI Agent reads the analysis data and writes two or three talking points, such as weak mobile speed or missing reviews, so the rep starts the call with something specific.
New Analysis CompletedAI AgentSend Channel Message
At the end, every completed Insites analysis posts the business and its report link to your sales channel.
Add your agency's Slack workspace under Connects in FlowMattic.
Create a workflow with Insites and New Analysis Completed, and follow the trigger's instructions so Insites sends finished analyses to the workflow.
Analyse a test business in Insites so FlowMattic captures the fields of a finished report.
Add Slack Send Channel Message, pick the sales channel, map the business name, website and report link, test the step and switch the workflow on.
1. Trigger in Insites
New Analysis Completed
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Insites | To Slack |
|---|---|
| Business name | Message: prospect |
| Website | Message: site |
| Report URL | Message: report link |
| Location | Message: area |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Insites and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Audit requests and finished reports reach the sales channel straight away, so the conversation starts while the prospect still remembers asking.
Routing by area or service keeps DMs relevant and stops several people chasing the same business.
FlowMattic runs on your WordPress site with unlimited runs, so a campaign that brings in hundreds of audit requests costs nothing extra.
Create a FlowMattic workflow with an Insites trigger, New Analysis Completed or Lead Generation Details Submitted, follow its instructions so Insites sends events to the workflow, then add a Slack step such as Send Channel Message.
Yes. The two triggers are separate, so build one workflow for each. Many agencies send website leads to sales and finished analyses to the account team.
Yes, if the analysis data includes it. Map the report link field from the captured test event into the message text, and Slack shows it as a link.
Yes. Add a Filter after the trigger that continues only when the prospect's location matches the areas you serve, or a Router to send each area to its own rep.
No. The AI Agent step only writes a short note for the channel. The full Insites report stays where it is and the message can link to it.
Did not find your answer? You can browse the help center or ask us directly.
Slack and Google Sheets149 shared templates
Slack and Airtable44 shared templates
Slack and Fluent Forms42 shared templates
Slack and FluentCRM35 shared templates
Slack and ClickUp28 shared templates
Slack and Fluent Support21 shared templates
Slack and WooCommerce18 shared templates
Slack and Notion17 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Insites integration 1.0.0, Slack integration 1.0.
