About 3 minutes
- 1
Describe what you want
Tell the work engine: 'every Friday send me a summary of this week's revenue' or 'each morning tell me about overdue invoices'.
- 2
Approve the alert
The card shows what will run and when. Approve to activate it.
- 3
Get the result where you are
When an alert fires it appears in your chat, in the notification bell and by email.
- 4
Review or remove alerts
Ask 'what alerts do I have?' or 'delete the Friday alert'.
Good to know
- Alerts run on a daily check, so timing is 'that day' rather than the exact minute.
- An alert can answer anything the work engine can look up: orders, invoices, expenses, trends.