Experiment 06 Alerts Engine
The numbers come to you when they cross a line.
Set a limit once: receivables over 60 days above ₹30 lakh, margin below 28%, stock cover under 10 days. Tatvanow checks after every refresh and sends a short message by email or WhatsApp, with a link to the full answer.
Tatvanow alert
Receivables over 60 days are ₹38.6 L, up ₹3.5 L since last Monday. Rao Traders (₹9.8 L, 94 days) placed a new order of ₹1.2 L yesterday.
Open the answer and the query
How it works
Four steps, from raw data to a reading you can trust.
- 01
Choose a metric
Any metric from the library or any saved answer.
- 02
Set the limit
Above, below, change of more than a percentage, or a missing value.
- 03
Pick who and how
Email, WhatsApp or both, to people or groups, at once or on a schedule.
- 04
Act from the message
Each alert shows the number, the change and a link to the answer behind it.
Capabilities
What Alerts Engine does.
WhatsApp delivery
Short alerts sent to approved numbers and groups through the WhatsApp Business platform.
Email digests
Combine several alerts into one morning email instead of many small ones.
Smart limits
Fixed limits, percentage changes, or "unusual for this month" based on the last 12 months.
Checked after each refresh
Alerts are evaluated as soon as fresh data lands, not once a day.
Quiet hours and snooze
No alerts at night or on holidays, and snooze for a week while an issue is handled.
Alert history
A log of every alert sent, who received it and what the number was.
Specification
Alerts teams set first
Common starting points from finance, sales and operations heads.
- Finance
- Overdue over 60 days above a limit, a single customer above their credit limit, cash below a floor
- Sales
- Daily sales below run-rate, a key customer with no order in 30 days, discount above policy
- Operations
- A-class item under 10 days of cover, purchase order past due date, negative stock
- Data
- A source has not refreshed in 24 hours, or a sync brought in zero rows
Questions
About Alerts Engine
Next experimentShared BoardsBranch-level views for teams, partners and auditorsIs WhatsApp included in every plan?
Email alerts are on Carbon and Gold. WhatsApp alerts are included on Carbon and Gold, up to 1,000 messages a month per workspace, with more on request.
Can an alert go to someone outside the company?
Only to people added to the workspace, including view-only partners. Alerts respect the same branch and team permissions as dashboards.
Final reading
Every number your business needs is already in your data. Pour in one source and ask.
Your question is saved to your new workspace and answered as soon as your first source finishes syncing. Prefer a walkthrough? Contact us.