How to set up automated alerts for Slack and Email in Avoma
Learn how to create automated Slack and email alerts in Avoma to track meeting moments, risks, or keywords and act fast.
Stay on top of key meeting moments with Avoma alerts. Avoma alerts are automated notifications that inform you in Slack or by email when specific keywords, phrases, or risk signals appear in your meetings. You do not need to manually review entire transcripts because you get only what matters, when it matters.
Prerequisites
Before setting up alerts, make sure:
- Your Slack integration is connected if you want to send alerts to Slack.
- You have permission in Avoma to create alerts.
- The meetings you want to monitor are visible to your organization or set to the public.
Learn how to connect Slack - here
How to Create an Alert
To create a new alert in Avoma:
1. Go to meetings > alerts in your Avoma account.
2. Click create alert.
3. Name your alert clearly so you can identify its purpose later.
4. Set the visibility to private or share it with your entire organization.
5. Add keywords or phrases you want Avoma to track in conversations.
6. Apply filters like team, deal stage, conversation purpose, or speaker type to refine when the alert triggers (Optional) .
7. Choose how often you want notifications, such as instant or daily summary.
💡 Note: To send alerts to a private Slack channel, tag the Avoma bot in the channel and invite it when prompted.
What is included in Slack and email alerts
Both Slack and email notifications include:
- Meeting subject, time, and duration
- Host and participants
- Any linked CRM details (company, contact, deal)
- Matched keyword snippet
- AI-generated key takeaways (when available)
Email notifications also show who created the alert so recipients know the source.
Managing your alerts
You can review, edit, or delete your alerts anytime from meetings > alerts in Avoma.
Need Help?
If you have any questions or need assistance setting up alerts, please contact our team at help@avoma.com.