> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notification Rules

> Set up automated notifications via email and Slack based on account and activity conditions.

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.

### Accessing Notification Rules

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

### 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:

| Type                      | Description                                       |
| ------------------------- | ------------------------------------------------- |
| **Meeting Insights**      | Triggered when new meeting insights are generated |
| **Key Contact Sentiment** | Triggered by sentiment changes for key contacts   |
| **Weekly Task**           | Sends a recurring weekly task summary             |

**Conditions:**
Define filter conditions to narrow when the notification fires. Conditions use the same filter system as [Segments](/admin/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:**

<CardGroup cols={2}>
  <Card title="Email" icon="envelope">
    Send notifications to specific users or distribution lists via email.
  </Card>

  <Card title="Slack" icon="hashtag">
    Post notifications to Slack channels or send direct messages.
  </Card>
</CardGroup>

**Recipients:**

* Select specific users
* Select roles (e.g., all Account Owners)
* Choose Slack channels for team-wide alerts

### Managing Rules

From the Notification Rules list, you can:

| Action             | Description                                   |
| ------------------ | --------------------------------------------- |
| **Enable/Disable** | Toggle a rule on or off without deleting it   |
| **Edit**           | Modify conditions, channels, or recipients    |
| **Delete**         | Permanently remove a rule                     |
| **Duplicate**      | Copy a rule as a starting point for a new one |

### Rule Examples

<Accordion title="Negative Meeting Sentiment Alert">
  **Type:** Meeting Insights

  **Condition:** Sentiment is Negative

  **Channel:** Email to account owner + Slack to #customer-success

  **Use case:** Quick response when a customer meeting reveals dissatisfaction
</Accordion>

<Accordion title="Key Contact Sentiment Change">
  **Type:** Key Contact Sentiment

  **Channel:** Email to account owner

  **Use case:** Stay informed when sentiment shifts for key stakeholders
</Accordion>

<Accordion title="Weekly Task Digest">
  **Type:** Weekly Task

  **Channel:** Email to team members

  **Use case:** Keep the team on top of open tasks with a recurring summary
</Accordion>

<Tip>
  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.
</Tip>

<Note>
  Slack notifications require the Slack integration to be connected. See [Slack Integration](/integrations/slack_integration) for setup instructions.
</Note>