Workflow automation

Integrations · Workflow automation

The alert arrives
where your team
already is.

Nobody watches a dashboard all day. PEAK routes the faults that matter into Slack, Microsoft Teams, email or SMS, with the diagnosis attached and a link straight back into PEAK.

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_{Route the right issue to the right person}

Every alert PEAK raises carries a priority, a site and a diagnosis. Workflow automation uses those to decide who hears about it, so the critical ones interrupt someone and the rest wait in the queue.

Lease obligations

Equipment tied to a lease commitment gets its own routing. The moment performance drops below the threshold you agreed, the right technician is told, rather than the tenant telling you.

Comfort complaints, before they arrive

Temperature and humidity deviations on your most sensitive floors reach the team while there is still time to act, so the first person to notice is not the tenant.

Contractor dispatch

Send faults straight to the contractor who will fix them, with the diagnosis already attached. Work arrives triaged rather than discovered on the next scheduled visit.

Escalation that does not depend on who is watching

Heatwaves, plant failures and out-of-hours faults do not wait for Monday. Route by priority so P1 issues interrupt someone immediately and the rest hold in the queue until the morning.

The handover that used to go missing

Most faults are lost between the person who spots them and the person who fixes them. Connect PEAK to Slack, Microsoft Teams, email or SMS and that gap closes:

Hear about the faults that matter, and only those, in the channel you already have open.

Send each fault to the technician who can fix it, with the diagnosis already attached.

Give each site or client its own channel, so the people responsible see the same list.

Redirect routing when someone is on leave, so nothing sits unread in an empty inbox.

_{Start from a template, or build your own}

Workflows run through Zapier and API webhooks, so anything Zapier reaches is reachable from PEAK. The templates below are the ones partners and owners set up first, and each takes a few minutes.

Popular workflow automations

Send Alerts to Teams

Post a message to your Microsoft Teams channel

Email Specific Alerts

Get an email only for the issues that matter to you.

Send Alerts to Slack

Post a message to your preferred Slack channel

The rest of PEAK integrations

Workflow automation is how work leaves PEAK. It also reads your building systems over BACnet/IP, routed BACnet MS/TP, vendor APIs and scheduled extracts, and answers questions from AI clients such as Claude, ChatGPT and Microsoft Copilot through the Model Context Protocol.

How PEAK connects to your BMS

Frequently asked questions

Common questions about routing PEAK alerts into the tools your team already uses

What is workflow automation in PEAK?

Workflow automation is how work leaves PEAK. It sends alerts out to the tools your team already has open - Slack, Microsoft Teams, email and SMS - so a fault reaches the person who can act on it without anyone monitoring a dashboard. Every alert carries its priority, site, equipment and diagnosis, and those fields decide where it goes and who hears about it.

Can we send PEAK alerts to Slack or Microsoft Teams?

Yes. Alerts route to Slack, Microsoft Teams, email and SMS out of the box, and to anything else reachable through Zapier or an API webhook. The PEAK alert is the trigger; you set the conditions and the destination, so a P1 fault can interrupt a channel immediately while lower priorities collect in a daily digest.

How do we set a workflow up?

Open Integrations in the PEAK sidebar and start from one of the templates, or build your own in Zapier. Most take a few minutes and need no code. Workflow automation is available on premium sites, and your customer success manager can set the first ones up alongside your team.

Can alerts be routed by site, priority or who is on shift?

Yes. Routing can use any field the alert carries - site, priority, equipment type, assignee or date range. The same chiller fault can reach a different team depending on which asset it happens at, and out-of-hours rules can differ from business hours. The templates on this page are a starting point rather than the full set; anything Zapier reaches can be built.

Does workflow automation cost extra?

Workflow automation is included on premium PEAK sites, with no additional CIM charge. A Zapier account is free to create; their paid tiers unlock higher volumes and multi-step workflows if you need them.