Notifications

Notifications are available on Premium and Enterprise plans. <br/ >Users need at least the Explorer role and Edit or Manage permission on the workbook to set up notifications.

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Notifications let you send email or Slack messages with a screenshot of a dashboard after each scheduled refresh. This is useful for distributing regular updates to stakeholders without requiring them to log in.

Creating a notification

Notifications are configured as part of a scheduled refresh. When creating or editing a schedule, click <Btn>Add notification</Btn> to expand the notification configuration card.

Delivery channel

Toggle between two delivery channels:

Email — select multiple recipients from workspace users using a searchable picker with checkboxes.
Slack — select a Slack channel to post to. Requires connecting your Slack workspace first (one-time OAuth flow via <Btn>Connect to Slack</Btn>). Once connected, select a channel from a searchable picker.

Screenshot attachment

Choose the format for the dashboard screenshot attached to the notification:

PNG (default)
PDF

Select the format using the <Btn>Attach screenshot as</Btn> option.

Removing a notification

To remove a notification from a scheduled refresh, click the X button in the notification card header before saving.

Email notifications

Email notifications are sent to selected workspace users after a scheduled refresh completes. Each recipient receives a message with a link to the dashboard and the attached screenshot.

Slack notifications

Slack notifications post a message with the dashboard screenshot to a single Slack channel per schedule.

Connecting Slack

Before you can send Slack notifications, connect your Slack workspace:

When configuring a notification, select <Btn>Slack</Btn> as the delivery channel.
Click <Btn>Connect to Slack</Btn> to start the OAuth flow.
Authorize Cube to post to your Slack workspace.

This is a one-time setup. Once connected, you can select any channel your Slack workspace has access to.