Pool alerts

A pool raises an alert when its spend, or one key's spend against its share, passes a percentage you choose. Each percentage fires once per period.

The default percentages are 50, 75, 90, 95 and 100. A call that jumps over several percentages sends one alert, for the highest.

A call the pool refuses also alerts: if the pool, or the key's share, is at least 90% used when it refuses a call, the alert for the highest percentage not yet sent (up to 100%) goes out then, rather than waiting for spend to reach the limit. A token pool's alerts give the figures in tokens.

Where alerts go

Emails

Pool emails are alert channels. A channel for a pool shows both on the pool's Alerts tab and on the Alerts page, and you can edit it in either place.

1. Open the pool's Alerts tab

   On Budgets → Pools, click the pool, click Edit pool, then the Alerts tab.

2. Set the percentages

   Click the chips for 50, 75, 90, 95 and 100 to turn them on or off. To use another number, type it in the custom field and click Add. Pick at least one.

3. Add addresses

   Type an address and click Add email, or use Add the lead, Add an admin or Add a member (the last two open a list; anyone already added is greyed out). On a new pool, picking the lead adds their address.

4. Click Save changes

   Each address becomes an email channel for this pool. If one fails, the pool is still saved and the error is shown.

• Channels created here copy the pool's percentages and follow later changes to them. A channel you edited on the Alerts page keeps its own percentages until the pool's change again.
• Existing addresses are shown masked, for example finance@****. Remove one with its ×, which deletes the channel when you save.
• Channels that also cover other pools, or every pool, are listed under the addresses as read-only. Edit them on the Alerts page.
• Adding an address that is already a channel for this pool is refused with a 409.
• Add an admin and Add a member copy the person's current address. They don't follow later changes to who the admins or members are.

Pools created before emails became channels

Older pools sent email straight to the lead and admins. They no longer do. Add their addresses on the pool's Alerts tab.

Slack and the Alerts page

Open Alerts, click Add channel, and pick the Budget pools condition.

A channel can use percentages the pool doesn't list; a channel set to 60% fires at 60% regardless.

The same address can cover different pools, one channel per pool. A second channel for the same address and the same pool, or two for the same address that both cover every pool, is a 409.

The channel list shows which pools each channel covers.

In-app notifications

On the pool's Alerts tab, Notify the same people in the app is on for new pools. In-app alerts then go to active users whose email matches an enabled email channel covering the pool (for this pool or every pool). Slack channels aren't matched.

Turn the toggle off to choose up to 20 people yourself, the same way as the email list. Each must be a user in the workspace.

Pools created before this toggle existed keep their earlier settings, with the toggle off.

Each person gets their own copy. Deactivated people are skipped. If nobody would get an in-app alert, the pool shows a warning.

Alert history