How to create alerts
Use alerts to receive notifications when meetings match specific criteria, such as:
- Meetings where a Competitor tracker was triggered
- Meetings scored lower than 2
- Meetings longer than 30 minutes with "Demo" in the subject
- Meetings in the Proposal stage
Alerts can be sent via email or Slack, and delivered immediately, daily, or weekly.
Steps to create an alert
Step 1: Set up your filter
Go to Real Calls > History and apply filters for your alert. You can combine multiple criteria. In the example below, the filter targets meetings scored between 3 and 4 that also have the Budget tracker. Then save the filter.
Step 2: Name the filter and turn on alerts
In the popup, give the filter a name and, optionally, a Description. Turn on the Alerts switch and choose whether to receive alerts by Email or Slack.
For email alerts: Choose Email and enter the email addresses where you want to be notified. If you select multiple addresses, alerts will go to all of them.
For Slack alerts: Choose Slack, then turn on Immediate alerts, Daily alerts, or Weekly Alerts and pick a Slack channel for each. For example, you can send alerts to #recordings immediately and to #sales as a weekly digest.
Click Save to save the filter and its alerts.
If the Email and Slack options are missing, an admin has turned off email or Slack sharing. Ask them to enable it.
Alerts are sent only for meetings that happen after the alert is created. Meetings that have already taken place will not trigger an alert.
Hope this article was helpful. For any queries, please write to support@outdoo.ai