Step 14 · Use and automate

Get reports and warnings automatically

Schedule a FireAI dashboard to arrive on WhatsApp or email every day, and create an alert in Alerts & Schedules that warns you when a KPI such as daily sales drops below a threshold.

Updated September 30, 2026

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

Send a dashboard on a schedule

  1. Open the dashboard. Select the three-dot menu at the top right, then Schedule Report.
Dashboard three-dot menu with the Schedule Report option
The dashboard menu
  1. Choose who receives it, by WhatsApp or email, and how often (for example, every morning). Save.

Get a warning when sales drop

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

You should now see

The alert in your Alerts & Schedules list.

Check after the data arrives

Set the check time after your data arrives each day (see LAST SYNC in Step 2). Otherwise the warning is based on yesterday.

Next step