Activity, view notifications, and follow-up

The Activity feed is the workspace timeline for document views, Room visits, proposal decisions, and other recipient actions. Notifications bring selected events to you sooner.

Use the Activity feed for context

One event rarely tells the full story. The feed helps you see the sequence:

• a contact opens the proposal;
• returns to the pricing pages;
• enters the Room;
• reviews the implementation plan;
• responds to the proposal or discussion.

That sequence is more useful than an isolated “opened” alert.

For a single Room visit, open the Room's Activity tab. The Room entered summary shows distinct tabs and documents, such as 5 tabs visited and 2 documents viewed, alongside measured active time for the visit. Select the visit header to expand its details into a branching timeline; the chevron beside the title rotates as it opens or closes. The same summary and details appear in workspace Activity and Home's latest activity.

Each tab entry says Visited followed by the tab name, including the first tab and later selections. Returning to a tab or reopening a document adds detail without increasing the distinct count. Document entries include a small preview when available. When a visit has more document views than the details can show, At least N documents viewed marks the count as a lower bound. Filter by a document in Room Activity to find the visits containing that document's activity.

Read Understand document and Room analytics for how active time is measured.

Turn on notifications selectively

Enable view notifications for active, high-value links where timing matters. Leave them off for broad Lead Magnet links or internal testing that would create unnecessary alerts.

Use clear link labels so the notification tells you which audience and document produced the activity.

Follow up on the content

Base the next message on what would help the deal, not on the fact that tracking exists.

Useful follow-up:

I’ve added a shorter implementation checklist and two possible dates for the technical review.

Avoid:

I saw you spent six minutes on the pricing pages.

The first message gives the recipient a reason to respond. The second can feel invasive and can overstate the precision of the data.

Separate automation from interest

An immediate short view after a cold email can be a security scanner. Wait for stronger signals such as meaningful time, several pages, a return visit, a click, a discussion, or an explicit proposal response.

Review filtered bot sessions

Open Activity and enable Show bot sessions when you need to investigate a suspicious instant open. Stored bot rows appear muted with a Bot label, making them easy to distinguish from normal activity.

Known bot sessions are hidden from Activity by default and excluded from standard Analytics, Pipeline, Captured Leads, account metrics, and view notifications. The reveal control is currently available on the Activity page. Bot detection reduces noise, but no filter can prove that every remaining session is human.

Read Email deliverability when sharing document links before using view alerts as part of a cold-outreach process.

When notifications stop helping

If a deal has many stakeholders and documents, move from alert-by-alert reactions to a regular account review. Use Analytics for patterns, the company record for history, and a Room for current materials and next steps.