Deadlines that come to you.

An alert watches a filter on one of your tables. When rows start to match — a payment due, a notice period closing, an order still undelivered — the team gets an email.

How it works

The right rows, in the right inbox

  1. 1

    Choose a filter

    Any filter, relative dates included: “due in the next 10 days”, “ended”, “this quarter”.

  2. 2

    Choose the rhythm

    Send as soon as a row starts matching, or as a digest at set times in your time zone.

  3. 3

    Act on it

    The email links straight to the rows; rows you've dealt with can be dismissed.

What you get

Watch any filter — invoices due in 10 days, leases ending, deliveries without an invoice — and email the team at once or as a digest.

See it coming

Upcoming rows are shown 7, 14 or 30 days before they fire.

Told once

A row that keeps matching isn't sent again — only when it starts matching anew.

Ready-made alerts

New workspaces start with “Amounts due — next 10 days” and “Tasks due — next 7 days”.

Always on

Alerts are checked every five minutes — no report to run.

Where it sits in the cycle

Each status offers its next transitions, and each transition opens a playbook that walks the team through it, step by step — from a row, a button or a card dropped on a board. Alerts watch the deadlines, spaces turn the same data into dashboards, and any view leaves as Excel or CSV.

Used in

Works with

Supported documents

Frequently asked questions

How are alerts delivered?

By email, to your workspace members.

Can an alert watch a computed value?

Yes. Combine alerts with computed columns to watch totals that don't match, balances still open or dates passed.

How many alerts can I create?

Up to 20 per workspace.

Keep exploring

All features

Bring your documents. Build your workspace.

Create your workspace in a few minutes, upload a first batch and watch it organize itself.

Invoices
Bank statements
Contracts
Payslips
Receipts
Orders
Delivery notes
Quotes