> ## 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.

# How to Set Up Notification Rules - Email & Slack

> In this article, you'll learn how to set up new notification rules for email and Slack channels.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/published_v11/video.mp4" />

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.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/98613f76-e2fb-440c-9d09-d60d81bb6ca8.png)

**Step 2:** Notice the notification rule at the top of the settings.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/aaa8fa91-770e-4411-b88c-1d0cff72bfee.png)

**Step 3:** Click on the **Create new rule**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/90001c23-d5ea-46c8-9272-b5695eb34e38.png)

**Step 4:** Start by setting up the filters.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/3e67b2a3-69d4-475f-b651-c010840bc8fd.png)

**Step 5:** Choose the use cases for which you want to receive notifications.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/30171466-e635-4cee-a3c0-7c339b481921.png)

**Step 6:** Decide on the account for which you want notifications.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/7708ec31-dd02-438d-a491-8bf830aeeb82.png)

**Step 7:** Choose the milestone for the account.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/0d70e146-5c4d-4326-87ba-e8250dd100fe.png)

**Step 8:** If you want notifications for calls you're part of, set up the following steps.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/630a4e0b-409a-47a1-9b18-c75afdd3fa12.png)

**Step 9:** Choose the account name as the milestone.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/3f5899d7-bf88-49b0-af16-e414ff043474.png)

**Step 10:** Proceed with the user and click on **Name add conditions**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/cdd547e4-1896-4a20-b17b-7f62a2eae7c4.png)

**Step 11:** Set the condition to **is not in**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/c947c4e1-c0e8-4db1-931a-437e088ad8f1.png)

**Step 12:** If the specified team members were not part of the call, set up notifications.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/75e4e8bc-2925-42b8-b17f-8a644bbd73b1.png)

**Step 13:** Click on **Apply** for this filter.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/879b8f22-1591-4297-ad98-d17fc9cbe063.png)

**Step 14:** Give the rule a name, for example, "Meeting Alert". Set the notification type as Meeting Insights.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/1d792ac3-b6ba-4f9e-86f8-1506c3aa55b5.png)

**Step 15:** Notify yourself by clicking on **Add email**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/1d3bf9df-c484-4967-bd8e-166164486de0.png)

**Step 16:** If you want to notify yourself over a Slack channel, ensure you've created the Slack channel first.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/cda2d81e-ed0c-4561-8262-ef4dac14402c.png)

**Step 17:** Choose the Slack channel name.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/6c830d0a-0b68-40fa-bac0-769fa2a34267.png)

**Step 18:** Test the Slack channel name. In this case, it's **milestone test**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/981979ed-a5a9-40e4-ae4b-624fb11a223d.png)

**Step 19:** Once all the conditions and filters are met, you'll receive a mail notification and a notification in the Slack channel.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/c249a5b8-0b5a-403f-8325-0cef53d32437.png)

**Step 20:** Click on **Create Room** to finish the setup.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/bb1c6064-8c51-43d8-9b9f-99ce5e45f2b9/ee8f1feb-2037-4551-bf26-ece1132e9563/images/0e87e050-c896-4461-88ea-2ed129313de3.png)

That's it! You've successfully set up new notification rules.