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Alert notifications

With SaaS Management, you can send alerts and notifications to any users within your organization. After you've integrated with Slack, you can use Slackbot to send custom alerts to designated users.

Creating custom alert notifications

To create a custom alert

  1. From the navigation menu, select Workflows.
  2. On the Workflows page, select + New Workflow.
  3. In the Select Data to Query window, select the data type for your query.
  4. Select an output for your selection, and then select Advance to Build Query.
  5. In the Define Filter window, add any filters you want to include in the query. The filters you have selected will appear in the Build Query section.


    After you've added your filters, select Advance to Trigger Form.

  6. In the Select A Time/Date window, select the occurrence, date, and time for the trigger. Select Advance to Output Form to continue.

  7. In the Configure Output window, add users to receive the alert.

    To use Slackbot, you must first integrate with Slack. You'll then be prompted to accept the SaaS Management Slackbot permissions. SaaS Management asks to:

    • Send messages as @intello2 — allows SaaS Management to send Slack messages directly to users.
    • Start direct messages with people — allows SaaS Management to send direct messages to users. This allows you to specify any user in your Slack workspace to receive a notification.
  8. In the Name field, enter the name of your new workflow.

  9. Select Save Alert.

Creating suggested alert notifications

SaaS Management provides suggested filters for you to use when you create alerts.

To create a suggested alert

  1. From the navigation menu, select Workflows.
  2. From the Workflow Tools list, select Suggested.
  3. Select a filter you want to apply.
  4. (Optional) Add additional filters to the query.
  5. Select Advance to Trigger Form.
  6. In the Select A Time/Date window, select the occurrence, date, and time for the trigger. Select Advance to Output Form.
  7. In the Configure Output window, add users to receive the alert.
  8. In the Name field, enter the name of your new workflow.
  9. Select Save Alert.