Because we believe that managers have better things to do than to nag their team all the time, we've created Automatic Alerts. For lower-priority items you find yourself having to constantly remind your team about (e.g., data hygiene), you can easily set up automated messages to go out on a custom rules-based schedule.
You can also use alerts to send updates (like a closed deal) to Slack to celebrate wins with your team.
To set up:
- Access the relevant Path with the metrics you'd like to automate messages about.
- Click on the 3 dot menu in the relevant column to access Metric settings.
- Click on Alerts, and configure your rules.