> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Configuring and Managing Notification Usecase

## Steps to Create Notification Usecase Automation

**Prerequisites: **Ensure that your CRM is connected to Conversive through integration. or you ensure that you are using audience manager as a data source and you are using a Conversive-related automated use case.

1. In the navigation bar, click on **Automation Use Case**.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T06:58:45.801Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.27.16.png)

2. Click the **Create New** button on the Automation page.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T06:59:05.908Z/automation/create-automation-usecases/conversation-flow/configuring-and-managing-conversation-flow-builder/Screenshot_2026-10-13_at_11.28.51.png)

3. In the modal, select **Notification**.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T08:14:13.128Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_13.43.20.png)

4. Select the CRM, channel, and sender ID.

   * **Setting up Mappings and Settings** ***CRM Object:**\*\* Choose the relevant CRM Object to map your message template for personalization.*
   * **Phone Field:** Select the corresponding phone field for the CRM Object (e.g., Mobile Number from the HubSpot Contact Object).
   * **Sender ID:** Choose the Sender ID for sending automation messages.

     ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T08:18:31.047Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_13.47.49.png)

5. Rename the Notification message at the top of the page for example 'Interview call out for candidates'.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:20:58.964Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.50.32.png)

6. Edit the template as per your Notifications.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:23:57.232Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.53.09.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:25:27.043Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.55.10.png)

7. After Editing the message, Click on **Activate** button at the top.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:28:14.524Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.57.22.png)

8. Confirm the Automation Activation by clicking OK.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:28:59.817Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.56.14.png)

9. Automation is successfully executed. Click on **Back** to go to Automation.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:32:04.696Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_14.59.54.png)

10. Click on **My Automations** and Check the Automation is **Active**.

    ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-10-13T09:34:53.251Z/automation/create-automation-usecases/notification/configuring-and-managing-notification-usecase/Screenshot_2026-10-13_at_15.03.33.png)

**Key Concepts:**

* **Notification Usecase:** This refers to a series of automated messages designed to deliver specific information or updates to users.
* **CRM Object:** Represents data stored in your CRM system, like contacts or leads.
* **Phone Field:** Specifies which phone number field in the CRM object will be used for messaging.
* **Sender ID:** This is the identifier recipients will see as the sender of the messages.

By following these steps, you can successfully activate a Notification use case in Conversive.