Please look at event types and notifications channels before getting started, see Notifications.
Workspace Notifications
Set default notifications for all workflows:- Go to Settings → Notifications
- Click Add notification
- Select an event type
- Choose or create a channel
- Click Save
Notification Content
Below the workspace notifications, toggle what each event’s notifications contain: an AI summary of the change, the changed records, and a CSV attachment. These are workspace defaults; workflows inherit them unless overridden.
Workflow Notifications
Set notifications for a specific workflow in either place:- During creation: In the setup prompt, open Notifications, select one or more channels, or choose Create channel. The selection is applied to data-change notifications when the workflow is created.
- After creation: Open your workflow, click the Notifications tab, and configure its event subscriptions.
- Open your workflow
- Click the Notifications tab
- Click Add notification
- Select an event type
- Choose or create a channel
- Click Save
Workflow settings override workspace settings for the same event type.
Data Change Notifications
Filter what triggersworkflow_data_change alerts:
- Select Data changes as event type
- Configure tracking:
- Fields: Select fields to monitor (all by default)
- Conditions: Add filter criteria
- Change type: Choose tracking for Updated, Added, or Removed data. (all by default)
- Notification content: Choose what the notification contains (AI summary, changed records, CSV attachment); workflows inherit the workspace defaults unless overridden
- Choose a channel
- Click Save
Template-Managed Notifications
When a workflow is linked to a template that includes notifications, the notification settings are managed through the template. To change them, edit the template or unlink the workflow.Testing
Verify your configuration works:- Go to the Notifications page
- Select an event type
- Click Test
- Check your channel for the test notification
