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Admins configure workspace-level which events generate notifications and default channels. Each user can then customise their own.

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Workspace policy

1

Settings → Workspace notifications

Admin-only.
2

Global events

For each event type (deal won, invoice overdue, task assigned…):
  • Always notify: ignores user preferences
  • User default: user can disable
  • Opt-in: disabled by default, user can enable
3

Default channels

For new users, pre-selected channels:
  • Mobile push
  • Email
  • Slack (if integrated)
  • In-app

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Notifiable events

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Granularity

Each event can have specific rules:
Some events notify only certain roles. E.g. “Invoice > €10k overdue” → only CFO + Admin.
“Deal won” notifies sales team only if value > €5k.
“Task overdue” notifies only if priority = High or Urgent.

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Workspace quiet hours

Configure hours when workspace doesn’t send notifications (respects work-life balance):
  • Weekends: no non-critical notifications
  • Off-hours: e.g. 19:00-08:00 weekdays
  • Holidays: auto-silenced
Critical events bypass (e.g. broken workflow blocking invoicing).

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Notification templates

Customise notification messages:
1

Settings → Notifications → Templates

2

Pick event

E.g. “Deal won”.
3

Edit template

  • Email subject: 🎉 Deal {{deal.name}} closed won!
  • Email body: markdown with variables
  • Mobile push: short (max 200 chars)
  • Slack: blocks supported
4

Preview

See render with sample data.

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Email branding

For outgoing emails:
  • Workspace logo in header
  • Brand colours
  • Role-specific signature (e.g. “The Acme Corp team”)
  • Footer with useful links (FAQ, contacts)

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Slack / Teams integration

If your team uses Slack or Microsoft Teams as primary channel:
1

Connect integration

Slack or Teams.
2

Map events to channels

E.g. “Deal won” → #celebrations, “Task overdue” → #operations.
3

Routing rules

Exclude events that would flood channels (e.g. “task comment” → direct DM instead of channel).

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Monitoring

Dashboard Settings → Notifications → Analytics:
  • Sent notification volume
  • Email open rate
  • Most-used channels
  • Users with most silences (may be overwhelmed)

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Frequently asked questions

Yes, but Critical events (admin-marked) can’t be silenced.
Reduce notifiable events. Use daily digest instead of real-time for non-urgent events.