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Is there any feature that allows me to send alerts or notifications

So I can alert or send notification by email or SMS to my co-workers when some levels are reached. I want to PUSH the data to the co-workers

52 comments

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    Peter Matthews Official comment

    We're looking at a feature that would let users set up actions when conditions are met.

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    Steve Jennings
    This would definitely be useful - we have a number of senior managers who like to receive high-level KPIs by SMS throughout the day
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    Marino Martin
    Are you also thinking of incorporating this in the annotations functionality? Data-driven alerts/notifications are a must, but so is the ability to tag specific users within annotations and have them receive email/SMS - social media-style. I hate having to search through dashboards looking for yellow dots!
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    Metriplica Global
    That would be very useful. We are searching for that functionality in a dashboard tool. We need something to alert us when the data is not being collected properly. Would be great to have this functionality.
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    Christian Schmutz
    We need this. Have there been any developments?
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    Christian Schmutz
    Can we at least send email notifications from Klipfolio?
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    Jeff Shukis
    We really need alerts! Email + PagerDuty + HipChat and I'm good.
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    William Delaforce
    Any progress on this feature?
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    David Bell
    As I consider implementing Klipfolio in a manufacturing plant, this feature is a game-changer. Can't wait
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    Phil McArthur
    Would make this application very special indeed
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    Scott Lawrence

    Thanks for all the inputs!  This is definitely on our radar.  Any additional context around use cases (how you would see yourself using this kind of functionality) would be most welcome.

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    Not Defined

    Yes i would like this too. A client of mine has a dashboard with around a 100 gauge indicators (operation manager) seperated for different departments. They would like to get a e-mail when specific critiria are met when things go critical. Possibly when the current value is going in to red color range (with a gauge). It is nice to get a message at certain intervals (instant or daily) when this is happening. It is also nice to know when everything is in the green again.

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    Daniel Nielsen

    I have a case where I need notification every time there is a new entry on specific person update in twitter, facebook or instagram posts

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    Scott Lawrence

    Thanks, Daniel.  In the meantime, you may be able to achieve your request above using Zapier or IFTTT.

    Keep the use cases coming!

    Cheers,

    Scott.

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    Daniel Nielsen

    Zapier was actually my 2nd choice, but it´s very difficult when the notification only must be sent when the tweet have reached the pre-set limit of likes.

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    Scott Lawrence

    Understood.  Thanks for the additional context, Daniel!

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    James Ballard

    We would have this use case for remaining hours in a service to alert someone to contact the client in advance. We pull the information about the contract from CRM (currently fed into Google Doc) and then use a data feed from JIRA to deduct the hours worked (tracked in worklogs). If this reaches a certain threshold we'd like a notification. 

    For example Client A has 75 hours in their CRM product item and in JIRA they reach 65 hours in the worklog. Now there are only 10 hours left we would like to trigger a notification. 

    We can get as far as configuring an indicator in Klipfolio and can send a summary email with all clients in it via a dashboard regularly. A trigger for a specific cell in a table (similar to indicators) would be where we would see this fitting in. We could use a different component to a table to get it working.

    While it isn't the primary purpose of Klipfolio for us, it's an awesome value add. We cannot do this directly in CRM, Google, JIRA or Zendesk as we have to check data against all 4 sources to validate whether the work was billable or fell into a particular contract period. 

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    Scott Lawrence

    Hi James, 

    Thank you for adding your voice and use case here!  Very much appreciated.  

    I've added your use case and your support behind this feature request.

    Cheers,

    Scott.

  • 2
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    Cameron Van Uytrecht

    Hi,

    We would use this feature to monitor our sales / traffic. We use Klipfolio as a dashboard for our analytics data.

    If we see values dropping below a certain treshhold on an hourly basis we want to receive an alert through e-mail/text message. We would be able to resolve issues faster than we are currently able.

     

    Cameron

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    Scott Lawrence

    Hi Cameron,

    Thank you for sharing your use case!  I will add this and your support to the feature request.

    Cheers,

    Scott.

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    Chanly Nguyen

    Hi Scott,



    As me and my investment team manage a large portfolio for clients, we have certain "core" stocks we must follow (10-15 stocks). All the stock data we have is streamed live and we will be refreshing in Klip "live"

    This would be a good feature to have, to be able to set condition to detect other algo trades, or intraday opportunities.

    Example:

    If on balance volume (OBV) > volume weighted average price / Vol (WVAP/Vol) over past 4 weeks = Text "Volume Surge XYZ Stock" to team

    If Price > 5 min,10min,30min,hourly moving average of Price = Text "Momentum Burst XYZ Stock" to team.

     

    I would also like to integrate my Metastock program to perform calcs on ADC then send to Klip, then Klip Texting me and my team.

    Realistic example:

    StochasticFastPercentD(21,"SMA",3) > 80 && Rsi("SMA",9) > 80 && Close() > BollingerBandsUpper("SMA",20,2.0,Close()) && Close()>TrailingMax(High(),60)[-1] &&MacdSignal("SMA",12,26,9,Close()) > Macd("SMA",12,26,Close())

    ==> Transfer figure to Klip -> Klip Alert: Text "Stock XYZ 60Day Clear MACD - BULLISH" to Team

     

    ( close() - TrailingMax (high(), 252 ) ) / TrailingMax(high (), 252 ) > .05 || ( close() - TrailingMax (high (), 252 ) ) / TrailingMax(high (), 252 ) < -.05

    ==> Transfer figure to Klip -> Klip Alert: Text "Stock XYZ near 52 week low - BEARISH" to team.

    Cheers,

    Chan

     

  • 1
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    Marcelo Gazcon

    I think add up push notifications for Android and IOS would allow them to earn a lot of users. Such notifications are extremely useful and we avoid being constantly checking email or monitoring application. I hope that you will develop this feature as soon as possible .

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    Scott Lawrence

    Thank you for the continued support for this kind of feature and the depth of the use cases.  They have been added to the context for this feature request.

    Cheers,

    Scott.

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    Sambit Behera

    Hi Scott,

    I have a need for this too.. For instance when formulas (using "additional data") go over or under a number.. 

    e.g. avg(DAU) < 100

    I also already have labels tracking Week Over Week % changes .. and would like notifications if this "label percentage" is below lets say 15%.

    Best,

    Sambit

    Thanks for building this cool product!

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    Tech Team

    We would love to have alerts when a condition is meet like if revenue this month goes beyond a goal, send a message to the CEO. 

    any progress on this? 

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    Scott Lawrence

    Hi Sambit, Tech Team,

    This is definitely still on our radar.  I don't have a definitive date at this time.

    I will add your names to the feature request as additional support.

    Cheers,

    Scott.

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    Chanly Nguyen

    Hi Scott,


    Just following up on this - SMS Alerts are much needed for the team.

     

    Cheers,

    Chan

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    Jonas Nathanson

    Hi Scott,

    A notification feature would be great!
    The concept of letting the data talk to you without having to open the app/desktop application is super exciting and would add a lot of value and new possibility’s. To get an alert (push/email etc.) when a sales related KPI or a system monitoring KPI changes is most definitely a feature that would take your service to another level.

    Best,
    Jonas

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    Scott Lawrence

    Hi Jonas,

    Thank you for adding your voice.  I will add your name to the feature request.

    Cheers,

    Scott.

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    Leann Lewis

    We are just starting the process of building out a custom dashboard that all of our Region Managers will use. I've spoken with several area managers about what they want out of the dashboards and over half of them have asked me if they can get notifications if we drop below certain thresholds or surpass specific benchmarks.

    One that we would like to do compares the number of new hires assigned to payroll for a given branch against the number of onboarding records created to make sure we didn't let someone slip through without completing all of the hiring paperwork. If this happens we would want to notify someone ASAP. As a staffing agency we may have other use cases similar to this for certain clients that have specific off standard on-boarding requirements.

    This would be a truly useful feature for us!

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