How to Set Up Automated Alerts for Slack and Email in Avoma

What Are Avoma Alerts?

Avoma alerts are notifications sent through Slack or email that instantly inform you about important moments from your team’s conversations. Alerts help you monitor meetings for specific phrases, keywords, or risk signals, so you don’t need to manually review transcripts.

Prerequisites

Before setting up alerts, make sure:

• Your Slack integration is connected if you want to create Slack alerts.  Learn how to connect Slack.
• You have the appropriate permissions in Avoma to create alerts.
• The meetings you want to track are visible to the organization or public. Here's how you can change meeting privacy if you need to.

How to Create an Alert

To create an alert:

• Go to the Meetings > Alerts tab in your Avoma account.

• Click Create Alert.
• Enter a clear name for the alert so you can identify its purpose.

• Set the visibility of the alert — you can choose to keep it private or make it visible to your entire organization.
• Add the phrases or keywords you want Avoma to track in conversations.
• Apply optional filters such as Team, Deal Stage, Conversation Purpose, or Speaker type to refine when the alert will trigger.

• Choose how often you want to receive notifications (for example, instantly or as a daily summary). Select the Slack channel or email recipients who should receive the alert.

Special Notes for Slack Alerts

If you want to send alerts to a private Slack channel:

• Tag the Avoma bot in the private channel.

• When Slack prompts you, invite the bot to join the channel.
• Within 30 seconds, the channel will appear in Avoma and be available for use in alerts.

Slack notifications will include:

• The meeting subject, time, and duration
• The host and participants
• Any linked CRM records (such as Company, Contact, or Deal)
• The matched keyword snippet.
• AI-generated key takeaways (if available)

Special Notes for Email Alerts

Email notifications will contain the same details as Slack notifications.
The email will also show who created the alert so recipients know the source of the notification.

Managing Your Alerts

You can review, edit, or delete alerts anytime from the Meetings > Alerts tab in your Avoma account.

Example Use Cases

1. Get notified whenever competitors are mentioned during meetings
2. Track discussions around pricing in sales calls
3. Alert managers when specific deal risks are identified

Need Help?

If you have any questions or need assistance setting up alerts, please contact our team at help@avoma.com.