Notifications — Rules, Groups & Channels

Notifications & Alerts

Notifications let you deliver KPI alerts and scheduled digests to Email, Slack, and Teams. Recipients receive a branded card showing the metric value, Status band, and a link to the live read-only dashboard. No account login is required to open the linked dashboard.

Open the Notifications & alerts modal by clicking the bell icon (🔔) in the dashboard header. The modal has three segmented tabs — Rules, Groups, and Channels — covering this dashboard, groups spanning many dashboards, and delivery destinations respectively. A subtitle beneath the modal title reads "This dashboard, or groups spanning many."

Rules

A rule defines what triggers a notification, when it fires, and which channels receive it. Rules on this tab are scoped to the current dashboard. Two modes are available: Alert (fires on a status-band change) and Schedule (fires on a recurring timetable).

Reading the Rules List

Each rule row shows the rule name, the trigger condition or schedule in plain language, and the channel it delivers to. A status badge on the right indicates the rule's current state:

Click the ··· menu on any rule row to edit, pause, or delete it.

Creating a Rule

1. On the Rules tab, click + New rule at the bottom of the list.
2. Complete the three-step Rule Builder:

Step 1 — What to watch

Step 2 — When to send

Choose Alert or Schedule.

Alert mode — fires when a Status band condition is met:

Multiple triggers can be combined (e.g. "Goal missed OR At risk"). "Any status change" cannot be combined with specific triggers.

Set a Cooldown to prevent alert spam:

Schedule mode — fires on a recurring timetable regardless of card Status:

Scheduled rules deliver a digest of the selected card or all dashboard cards at the configured time.

Step 3 — Where to send

Select recipients from two sources:

• Saved channels — click a channel chip to toggle it. Unverified channels show a "Pending" badge and cannot receive alerts until tested.
• One-off email recipients — type an address and press Enter. These are attached to this rule only and don't require a saved channel.

The Live preview panel shows a plain-language summary of the rule (e.g. "Notify when Revenue becomes at risk, at most once per day") and a preview of the notification card recipients will receive.

3. Click Create rule.

What Recipients Receive

Each notification contains:

• The card or dashboard name
• Current Status band (e.g. "At Risk", "Goal Reached")
• Current metric value and percentage change vs. the prior period
• A View dashboard → button linking to the read-only public share

External recipients open a tokenized read-only view — no account login required. The link can be expired or revoked at any time from the Share modal — see Sharing Dashboards.

Groups

A group bundles rules across multiple dashboards into a named collection with its own schedule. Groups are useful when you want a single digest covering several dashboards — for example, a weekly summary that rolls up every department's KPIs in one email.

Each group row shows the group name, its delivery schedule, a description, and the dashboard names it covers (displayed as chips). Click the ··· menu on any group row to edit or delete it.

Click + New group at the bottom of the Groups list to create one.

Groups vs. Rules: Rules watch a single dashboard and fire on status changes or on a per-dashboard schedule. Groups aggregate rules across dashboards and deliver on a group-level schedule, independent of any one dashboard's rules.

Channels

A channel is a reusable delivery destination — an email address, a Slack webhook, or a Teams webhook. Rules and groups reference channels to determine where to send notifications.

Channels are account-wide. A channel added here is available when creating rules or groups on any dashboard.

Reading the Channels List

Each channel row shows:

• A color-coded square icon indicating the channel type
• The channel name or label
• An outlined type badge (Email / Slack / Teams)
• A status badge (Verified / Pending test)
• A borderless ⋯ button for rename, re-test, and remove actions

Adding a Channel

1. In the Channels tab, click + Add channel at the bottom of the list.
2. Choose a channel type:
   • Email — enter a recipient email address
   • Slack — enter an Incoming Webhook URL from your Slack app
   • Teams — enter a Power Automate / Workflows webhook URL
3. Optionally add a Label (e.g. "Ops team", "#growth-alerts", "Leadership") to identify the channel.
4. Click Add channel.

For Slack and Teams webhooks: click Send test before saving. A verification ping is sent to the URL. When "Test delivered" appears, the channel is verified and the Save button becomes active. Unverified webhooks cannot receive alerts.

For email: no verification step is required — valid addresses save directly.

Channel Status Badges

Managing Channels

Click the ⋯ button on any channel row to rename, re-test, or remove the channel. Removing a channel unlinks it from all rules and groups.

Still need help? Open a support case