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

    • Results

    60% less follow-up time

    Internal teams saved hours each week by streamlining updates.

    100% of activities logged

    No action gets lost — everything is recorded and searchable.

    Faster Product Sync

    Send updates via Slack or email instantly, no tab switching.

    Recognition

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