Use Cases

Activity Feed & Alerts Timeline for Investment Teams

An interactive activity timeline built to help investment and ops teams track everything in one place — from manual checks to automated alerts and strategy updates. Think of it like a Slack + audit log mashup, made for internal use.

Integrations

Overview

We designed a scrollable timeline UI with tag filters, grouped by date. Each activity includes who did what, when, and why. Users can comment, send details to Slack or email, and log responses — all without leaving the dashboard. Toggle options let you broadcast updates or send quietly.

The bottom section allows users to log notes, trigger emails, and follow up with teammates instantly. This keeps everyone aligned without switching tools.

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Retool Features Used

Scrollable timeline UI with tag filters

Grouped by date for easy review

Each log shows: action, user, timestamp, and details

Comment, reply, or add notes to each item

Built-in toggle: send update to Slack or keep it internal

Add optional Loom links for extra context

Input area at the bottom for new activity, notes, or follow-ups

All data stored in a structured PostgreSQL table

Recognition

We're officially approved by Retool and proud to be an agency partner!

Retool Agency Partner

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