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Notification rules let you automatically alert team members when specific conditions are met — such as when meeting insights reveal important information about a customer interaction.

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Accessing Notification Rules

Navigate to Admin > Settings > Notification Rules. Admin permissions are required to create and manage rules.

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Creating a Notification Rule

  1. Click Create Rule
  2. Configure the rule (see details below)
  3. Click Save to create the rule
Rule Name: Give the rule a descriptive name (e.g., “Alert on Negative Meeting Sentiment”). Rule Type: Select the notification type:
TypeDescription
Meeting InsightsTriggered when new meeting insights are generated
Key Contact SentimentTriggered by sentiment changes for key contacts
Weekly TaskSends a recurring weekly task summary
Conditions: Define filter conditions to narrow when the notification fires. Conditions use the same filter system as Segments — you can filter on any entity field using operators like equals, contains, greater than, etc. Combine multiple conditions with AND/OR logic. Notification Channels:

Email

Send notifications to specific users or distribution lists via email.

Slack

Post notifications to Slack channels or send direct messages.
Recipients:
  • Select specific users
  • Select roles (e.g., all Account Owners)
  • Choose Slack channels for team-wide alerts

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Managing Rules

From the Notification Rules list, you can:
ActionDescription
Enable/DisableToggle a rule on or off without deleting it
EditModify conditions, channels, or recipients
DeletePermanently remove a rule
DuplicateCopy a rule as a starting point for a new one

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Rule Examples

Type: Meeting InsightsCondition: Sentiment is NegativeChannel: Email to account owner + Slack to #customer-successUse case: Quick response when a customer meeting reveals dissatisfaction
Type: Key Contact SentimentChannel: Email to account ownerUse case: Stay informed when sentiment shifts for key stakeholders
Type: Weekly TaskChannel: Email to team membersUse case: Keep the team on top of open tasks with a recurring summary
Start with a few high-impact rules (negative meeting sentiment alerts, weekly task digests) and add more as your team becomes comfortable with the notification volume.
Slack notifications require the Slack integration to be connected. See Slack Integration for setup instructions.