Notifications
Get AI-powered sales alerts when deals need attention. Customize notification preferences, channels, and team settings for pipeline updates that matter.
Data Parrot offers the option to send Daily and Weekly notifications via Email or Slack, highlighting key deal changes, pipeline changes, and key trends.
You can configure these notifications per user through the Settings page.
Note: The Slack notification is sent via a Direct Message to the user.
Daily Notification
The Daily Sales Brief notification is sent to all users who have enabled daily notifications, filtered by Pipeline/Stage and Deal Owner if configured.
The notification highlights up to 5 deals that have changed in the past day - if there are more than 5, it will highlight the most important deals impacted and include a link to see the rest in the Briefs.
It is only sent if there are meaningful changes in your deals.
The email includes:
- AI Analysis of the deal changes and a link to the Briefs for more details.
- Summary of the past day's activity including Engagements (Calls, Meetings, Emails), Leads (Created, Qualified, Disqualified), and Deals (Created, Won, Lost).
- Summary of which deals are won/lost and why they were won/lost.
Weekly Notification
The Weekly Summary notification is sent to all users who have enabled weekly notifications, filtered by Pipeline/Stage and Deal Owner if configured.
The Weekly Summary expands on the Daily Sales Brief and includes a summary of the past week's activity, including research trends, pipeline status, and key deal updates.
Email Example
Slack Example
The Weekly Summary includes a Trend Report which is automatically generated and can be viewed any time in the Research Trends page.
Reminder: You can customize the notification settings, including filtering by Pipeline/Stage and Deal Owner, in User Management.
Next Steps
- Configure your notification settings: Configure notification settings for Data Parrot users to receive Daily and Weekly Email notifications.
- Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
- Reveal Key Trends: Learn how to uncover positive and negative trends happening in your sales pipeline.
- Activity Dashboard: Explore to see a detailed view of all your sales engagements across your sales team.
- Win Loss Review: Review your won and lost deals to improve your sales process.
- Read more on our website: Explore CRM, communication tools, and productivity app integrations.
Customer Health
Monitor customer health with AI-powered health scores. Identify at-risk accounts, track customer engagement trends, and predict churn before it happens.
Overview
Configure Data Parrot integrations including HubSpot, Zoom, Fathom, and Aircall. Connect your CRM and conversation tools so meeting and call transcripts flow into deal analysis automatically.