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.
Video Tutorial
In this article, you’ll learn how to set up new notification rules for email and Slack channels. Step 1: Navigate to the settings as shown below.
Step 2: Notice the notification rule at the top of the settings.
Step 3: Click on the Create new rule.
Step 4: Start by setting up the filters.
Step 5: Choose the use cases for which you want to receive notifications.
Step 6: Decide on the account for which you want notifications.
Step 7: Choose the milestone for the account.
Step 8: If you want notifications for calls you’re part of, set up the following steps.
Step 9: Choose the account name as the milestone.
Step 10: Proceed with the user and click on Name add conditions.
Step 11: Set the condition to is not in.
Step 12: If the specified team members were not part of the call, set up notifications.
Step 13: Click on Apply for this filter.
Step 14: Give the rule a name, for example, “Meeting Alert”. Set the notification type as Meeting Insights.
Step 15: Notify yourself by clicking on Add email.
Step 16: If you want to notify yourself over a Slack channel, ensure you’ve created the Slack channel first.
Step 17: Choose the Slack channel name.
Step 18: Test the Slack channel name. In this case, it’s milestone test.
Step 19: Once all the conditions and filters are met, you’ll receive a mail notification and a notification in the Slack channel.
Step 20: Click on Create Room to finish the setup.
That’s it! You’ve successfully set up new notification rules.