Smart alerts allow you to send notifications or label documents every time you get a match for a search criteria. This feature is for enterprise users only.
Steps to create a smart alert
To create your first alert click on Smart Alerts within the menu on the left hand side.
Once there you will see a page to create your first smart alert, click on ‘add a Smart alert’ at the bottom of the page.
You will then provide the below information for the below alert:
Alert Name - Name of alert
Description - Description of alert
Source or Workspace - Location where alert will run against. The alert can run against sources, workspaces, or everywhere.
Search in - Field that the alert will run against. The alert can search in the following fields text context, file name, company, email, person, location, and label.
Matches - The value you wish to search against for the field you selected.
Do - Action that will be performed when there is a match for the criteria of the alert. The alert can add an existing label to a file, email user, notify user within Onna, or share with user.
Once you have added the criteria for the alert you can click done. The alert will now be created and will automatically default to ON. Under 'Smart Alerts' you will now see the alert that was created and the current status of the alert (if the alert is on or off).
Steps to modify a smart alert
If you wish to modify the current criteria of the alert click on the alert name.
You can then update the various fields of the smart alert. Click done once you have finished updating the smart alert and the new criteria of the alert will be active.
Steps to delete a smart alert
To delete an alert go to Smart Alerts and click on the X on the right of the alert.
You will then be asked to verify if you wish to delete the alert. Click on the trashcan icon to confirm you want to delete the alert.
Smart Alerts FAQ
Will smart alerts trigger for shared data sources?
No, there is currently a limitation in smart alerts where they will only get triggered by the account that created the data source. We have put this on our roadmap to allow smart alerts to be triggered for all sources that the user has access to.