Get reports and warnings automatically

FireAI can send a dashboard to people every day, and warn you when a number crosses a line, on WhatsApp, email or Slack.

Send a dashboard on a schedule

1. Open the dashboard. Select the three-dot menu at the top right, then Schedule Report.

2. Choose who receives it, by WhatsApp, email or Slack, and how often (for example, every morning). Save. To use Slack, an admin connects it first: see Connect Slack.

Get a warning when sales drop

3. Select Alerts & Schedules in the left menu and create a new alert.
4. Choose the dashboard, then the widget to watch: Total Sales Value.
5. Give the alert a name, for example "Daily sales below 5 lakh".
6. Choose when to check, for example every day at 5 pm.
7. Set the rule: the column sales_value, less than, 500000 (₹5 lakh).
8. Choose WhatsApp, email or Slack, add who should be told, and save.

Change the summary or the email subject (optional)

Every schedule and alert sends a standard summary and a standard email subject. You do not need to change anything. If you want something different, the create and edit forms have a Message Content section.

AI Summary. Turn on Customize AI Summary to:

• Turn the summary on or off.
• Show Data as of, the time the data in the report was fetched, in the schedule's time zone.
• Choose a Summary focus: Automatic, Insights, Actions or Exceptions.
• Read and edit the Summary prompt. The box is filled with the standard prompt that FireAI uses, so you can see exactly what it asks for. Names from your form, such as the schedule or alert name and the report, are already filled in and stay up to date if you change them. Text in square brackets, like [number of matches], is filled in when the message is sent. Change the text, or use the Add buttons to put one of these back. A name you type yourself stays exactly as you typed it; use Add when you want it to follow the form. Your text replaces the standard prompt, up to 1,000 characters. If you leave it as it is, the standard prompt stays in use. Reset to default puts the standard text back.
• Add Extra instructions of up to 500 characters, for example "Start with revenue and call out the top 3 regions".

When you change the prompt or add instructions, a few rules are added after your text and cannot be removed. They are listed under the box, for example that only values from the report may be used.

Each time you turn on Customize AI Summary, Include AI summary and Data as of start switched on, and you can turn either off. A saved schedule or alert opens with the choices you saved. Turn Customize AI Summary off again to go back to the standard summary. To read the standard prompt without changing anything, select View the standard prompt.

Email subject. The Email subject box is filled with the standard subject, with your schedule or alert name and the report name already in it. Edit it, or use the Add buttons (a name you type yourself stays as plain text) to add the Schedule name (Alert name for an alert), Report name, Dashboard name, Date, Time or Priority. The date and time, shown in square brackets, are filled in when the email is sent. For example, "Stale data: Sales dashboard - [today's date]". The subject can be up to 150 characters. If you leave it as it is, the standard subject stays in use, and Reset to default puts it back. It applies to email only, and only to this schedule or alert.

Existing schedules and alerts are not changed. Their summary and subject stay the same until you change them.