▸ The 5-minute walkthrough — the smallest automation in the system
What this does
Dubsado sends a confirmation email every time a booking goes through. This automation reads that email, pulls out the appointment name, date, and time, and posts them to your team's Slack channel — so nobody has to check their inbox to know a booking just landed.
The one thing to remember: this only fires the notification. It doesn't touch Airtable, doesn't update a Lead, doesn't do anything except tell your team a booking was confirmed.
This one doesn't hand off to anything downstream — it just tells the room a booking happened. Opt-Outs is shown last in the chain, but it actually branches off First Message, not this step.
How it works
Five modules, checked every 15 minutes. Nothing branches.
The automation checks your info@mckenziehouse.com Gmail every 15 minutes for anything from noreplyatdubsado.com where the text includes "your appointment with … has been confirmed" — the standard Dubsado booking-confirmation email. It pulls the last 5 matches each run.
It reads the email body and pulls out three things with pattern-matching (regex), one module per field:
The appointment name — whoever the booking is under.
The date of the appointment.
The time of the appointment.
It posts one message to your team's Slack channel titled "New booking confirmed" with a calendar emoji, and the name, date, and time laid out underneath.
The moving parts
The smallest breakdown in the system — 5 steps, nothing more.
Starts from
A Gmail search on info@mckenziehouse.com, every 15 minutes
Watches for
Mail from noreplyatdubsado.com containing "your appointment with … has been confirmed"
Pulls out
Appointment name, date, and time — via 3 regex parsers
Posts updates to
Your team's Slack channel
Good to know
• It only ever checks the 5 most recent matching emails per run. That's held up fine so far — headroom to raise it toward 50–100 before you'd hit a wall, which is far more bookings per 15 minutes than the business currently sees.
• The Slack message is set to not unfurl links or media on purpose — that keeps the channel from filling up with big embedded previews every time a booking lands.
What you can safely change
Green = go ahead. Amber = fine, but test a booking after. Red = leave it, call us.
Green
The Slack message wording — reword the title, emoji, or layout freely.
Green
Which Slack channel it posts to.
Amber
The result count (currently 5 per run) — safe to raise, just watch the next few runs after.
Red
The email search filter — it's matched to Dubsado's exact confirmation phrasing. Loosen or narrow it and you'll miss real bookings or catch noise.
Red
The three regex patterns — they're built to Dubsado's current email format. If Dubsado changes their template, these need to be rebuilt to match.
What connects to this
This one is a dead end by design — it notifies, then it's done.
◀ Comes in from
Sip & See Tours Not a direct hand-off — this step just sits after it in the sales sequence, watching for the confirmation email Dubsado sends once a booking closes.
Goes out to ▶
Nothing downstream. The Slack post is the last thing this automation does.
Not covered in this breakdown: what happens after the booking is confirmed — that's the Airtable side of things, handled elsewhere in the system.
If something looks wrong
A booking confirmed, but nothing posted to Slack. Check the Dubsado email actually arrived in info@mckenziehouse.com and matches the "appointment … confirmed" phrasing exactly.
A message posted, but the name, date, or time is missing or garbled. Dubsado likely changed its email template — the regex patterns no longer match. Call us to rebuild them.
Multiple bookings land close together and one seems to get skipped. You've likely hit the 5-per-run cap. Raise the result count and re-check the next run.
You can't permanently break this. A full restore copy of the automation is saved alongside this page. If anything gets misconfigured, we rebuild it exactly as it is today from that file.
Call us if: the regex stops matching after a Dubsado template change, or the Gmail search stops picking up confirmations at all.
Jargon buster
Regex (regular expression)
A pattern for pulling a specific chunk of text — like "everything after Appointment Name: up to the next line" — out of a bigger block.
Step / module
One box in the automation.
Unfurl
When Slack auto-expands a link or file into a big preview card. Turned off here so the channel stays clean.
Trigger
What starts the automation — here, a scheduled Gmail search running every 15 minutes.