Notifications

<Info>

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.

</Info>

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 Add notification to expand the notification configuration card.

<Tip>

To send the same dashboard to another channel or recipient list, duplicate an existing schedule instead of configuring the notification from scratch — the copy carries over the source schedule's notification settings.

</Tip>

Delivery channel

Toggle between two delivery channels:

• Email — select recipients using a searchable picker with checkboxes. The picker is grouped into Users and User groups sections, so you can add individual workspace users, entire user groups, or a mix of both.
• Slack — select a Slack channel to post to. Requires connecting your Slack workspace first (one-time OAuth flow via Connect to Slack). 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 Attach screenshot as option. The same formats are available for ad-hoc downloads from the dashboard header.

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 the selected recipients after a scheduled refresh completes. Each recipient receives a message with a link to the dashboard and the attached screenshot.

<Tip>

Recipients don't have to be added by an editor. Anyone who can view the dashboard can subscribe themselves to a schedule's email notifications from the published dashboard.

</Tip>

Recipients

The recipient picker is split into two sections:

• Users — individual workspace users.
• User groups — user groups. A group is expanded to its current members each time the notification is sent, so adding or removing members takes effect on the next run without editing the schedule. The User groups section only appears when your workspace has at least one user group.

A recipient who is selected individually and also belongs to a selected group is emailed only once.

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:

1. When configuring a notification, select Slack as the delivery channel.
2. Click Connect to Slack to start the OAuth flow.
3. 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.