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Settings & Configuration

Personal Settings

Customize your personal Data Parrot settings including notification preferences, integrations like Fathom, and filter your notifications by pipeline, stage, and deal owner.

Use Personal Settings to customize your individual Data Parrot experience. Here you can manage personal integrations, configure notification preferences, and filter which deals appear in your updates.

Personal Settings Page Overview
Data Parrot Personal Settings Page Overview

Personal Integrations

Personal integrations connect third-party tools to your individual Data Parrot account. These integrations are personal and only affect your account - you can manage them yourself without admin permissions.

Fathom Integration

Fathom is an AI-powered meeting assistant and note taker that records, transcribes, and summarizes your meetings automatically.

Connecting Fathom to Data Parrot enhances the AI by providing additional context from your sales calls and meetings. This helps Data Parrot deliver more accurate insights about your deals. For detailed instructions on connecting Fathom, see the dedicated Fathom Integration Guide.

Notification Settings

Configure how and when Data Parrot sends you updates about your sales pipeline, deals, and key trends.

Notification Settings - Email and Slack Cards
Email and Slack Notification Settings in Personal Settings

Email Notifications

Data Parrot can send you email summaries on a daily or weekly cadence:

  • Daily Email: Receive a summary every business day with updates on deal changes, pipeline shifts, and key insights
  • Weekly Email: Receive a comprehensive weekly summary every Monday with trends and performance metrics

To enable email notifications:

  1. Navigate to Personal Settings
  2. Under Notification Settings, check the boxes for Daily Email and/or Weekly Email
  3. Click Save Changes at the bottom of the page

Slack Notifications

If your organization has connected Slack, you can receive Data Parrot notifications as direct messages in Slack:

  • Daily Slack: Receive a daily summary DM in Slack
  • Weekly Slack: Receive a weekly summary DM in Slack

To enable Slack notifications:

  1. Navigate to Personal Settings
  2. Under Notification Settings, check the boxes for Daily Slack and/or Weekly Slack
  3. Click Save Changes at the bottom of the page

Filter My Notifications

By default, Data Parrot includes all deals in your notifications. You can use filters to receive notifications only about specific deals that matter most to you.

Enabling Notification Filters

  1. Navigate to Personal Settings
  2. Under Notification Settings, toggle Filter my notifications to ON
  3. Configure your filters (see below)
  4. Click Save Changes
Filter My Notifications Toggle
Filter My Notifications Toggle in Personal Settings

Need Help?

If you can't find what you're looking for or need assistance with your Personal Settings, reach out to our support team.

Overview

Configure Data Parrot settings, users, and integrations. Manage HubSpot sync, team permissions, notification preferences, and subscription options.

Subscription Details

Manage your Data Parrot subscription, including upgrading plans, managing your billing, and reviewing your plan details.

On this page

Personal IntegrationsFathom IntegrationNotification SettingsEmail NotificationsSlack NotificationsFilter My NotificationsEnabling Notification FiltersRelated PagesNeed Help?