01/2025

We've made the Alert Manager more intuitive and polished than ever! Here's what's new:

Say hello to smoother workflows and better data insights. Go data proactivity! 🚀

You can now dry run dynamic recipient alerts to test personalized content with ease!

What's included?

This feature enhances visibility, minimizes bugs, speeds up iterations, and reduces manual effort 🚀

We’re excited to introduce a Public API that allows you to access detailed engagement data for your active and paused alerts. Whether you need insights from specific time ranges or the entire history, you can now easily consume this data via API. We will provide you with an individual authentication token to securely query and access the API.

The Trigger Tab in the Creator has been upgraded for a more intuitive metric breakdown experience:

Our Salesforce Integration now supports the creation of all object types—including custom and legacy objects—using Salesforce action buttons. With this enhancement, you can fully automate object creation whenever an alert is triggered, or allow recipients to create the object directly from the alert without switching context. This streamlined process provides greater flexibility and control over your workflow.

Unlock the full potential of your alerts with custom expressions!

Now you can tailor triggers, filters, and alert content to your exact needs. With advanced features like OR conditions, if statements, and visual emojis based on your data, you can create alerts that are as dynamic as your workflows. Plus, you can even set custom date intervals and much more!

Take it a step further by adding dynamic data calculations tied to your triggers.

For example, you can automatically display the date of the previous week relative to the metric result:

ℹ️ Learn more about expressions in this article

Take your Salesforce productivity to the next level with these powerful new actions!

This new option is designed to give you greater control over your alerts—Delay Alerting!

In scenarios where your data might be noisy or when you're monitoring behaviors that can occasionally deviate randomly, this feature ensures that you only receive alerts when they truly matter.

With Delay Alerting, you can now specify the exact number of consecutive triggering samples required before an alert is triggered.

Unlock new analytical possibilities by leveraging dynamic-to-dynamic comparisons!

With this latest update, you can now set filters to compare two dynamic values within your data. This powerful enhancement allows for more nuanced and accurate data filtering.

Example Use Case: By comparing the fields number_of_credits_used and number_of_credits_allowed, you can identify accounts that have exceeded their credit limits and take appropriate action.

Easily prepare email templates, set calendar meetings or write to a struggling customer on Intercom / WhatsApp with 0 code (i.e. Rupert will automatically generate the link!).
This is aimed to increase your actionable alerts and boost recipient engagement and productivity.

We've added the new advanced capabilities to allow for a more flexible trigger conditions.

Now supporting Group by and aggregated conditions - available for SQL sources using the data events based triggers. A classic use case for this, alert when a long had past since a certain event happened per user / customer.
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A new advanced way to define a verity of time conditions. Common use cases:

Enable the new snooze option, to avoid repeated alerts for the same breakdown value.

For example, if customer A triggers a low product usage alert, you won’t receive repeated alerts for A until their usage normalizes.

Dive deep into recent values or display historical view to learn about a metric's trend and long term behavior.

We've made Anomaly detection even more flexible for your metric monitoring 🧘‍♀️
You can now choose the type of deviation you want to monitor: whether your metric exceeds, falls below, or fluctuates beyond the threshold.
For example, if you're monitoring retention, you can set an alert to trigger only when retention drops more than usual 🙀

Add trackable dynamic hyperlinks to your alert! using data from your asset.

You'll get notified in Slack when a user clicks on a hyperlink and see the total engagement in the Alert Manager.

And of course - All activity and user journeys are fully visible in the Alert Manager

This new and improved version includes:

And much more!

Alert owners will receive a notification if the alert was triggered and delivered to recipients

Alert owners will receive a notification letting them know the status of their recent alert delivery. This notification will include information regarding the number of recipients who received / didn't receive the alert and the reason (when not delivered).

Users can now easily sign up and create a Rupert freemium account. Sign up and authentication can be done using G-suite or email & password.

You can now test your alert before sending it. Test alerts can be sent via Email/Slack.

The "Test alert" button is located on the top right side of the Alert Creator's screen.

To pause an alert, go to the "Alerts Manager" tab and click the "Pause alert" option in the actions menu (see image)

* Paused alerts will still be displayed and can be resumed at any time

Can be reached from the Dashboard or Assets tabs by clicking the "Create Alert" button.

The Dashboard helps you and your team to start using Rupert and find main actions. It contains a summary of latest events and engagement with your alerts and helpful tip on how to increase them.

This tab will give you complete visibility over your alerts, including operational information and engagement data.

Easily find and analyze all deliveries and their results. Drill down alerts and deliveries to see how recipients interact and engage with your them.

You can now set an hourly interval to sample your data for alerts or timed trigger insights.

You can set a start time or select a time range in which the data is sampled or the alert is sent.

Easily duplicate an insight to reuse your previously composed message!

Hover over the insight you would like to duplicate and click the "Duplicate alert" icon.

✔️ Deliver customized insights tailored to specific recipients and their most relevant business use cases
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✔️ Add multiple insights using the template and adjust them in a click of a button

Access the new Insight screen by clicking the "Deliver" button located in the Dashboard and Content tabs (see images below)
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When applying filters to your data alerts (trigger and metrics in your alert message), you can now select multiple values per filter

Values will be displayed in the editor section of your Data Boost and in the Slack message details sent to recipients.

Easily add a condition to functions in order to deliver more specific insights to your colleagues. This allows you to further limit the data returned by a function, based on the dimensions or measures in the chart underlying the function. This condition only applies to the function output. Any filters applied to the entire alert will also impact the function output.

Attach the relevant action to your insights with action buttons. Engaging insights are delivered directly to where business users and executives work, immediately driving them to take the appropriate business action, without context switching

Rupert allows connecting Tableau server sources to benefit from all features. Create insights, alerts and drive your organization to take actions based on real time data.

You can now use your organization's Okta account to sign in to your Rupert account.

Contact Rupert support for more info.

Data triggered alerts, metrics and functions are now available for Tableau users!

Automate messages containing data extracted in real time from your reports.

To connect Your Jira account, head over to the Rupert Desk and click the Manage Sources tab located on the left sidebar.

ℹ️ Learn more here.

​Rupert will help you spread the word and document the changes in the new modifications log!

Once a day, we'll send you a Slack notification containing assets you've modified created - it'll be posted under the "Messages tab" of the Slack app.
From there, you'll be able to easily share an update with viewers of the dashboard and/or your manager.

ℹ️ Learn more here

ℹ️ All the info will be saved under the "Modification log" tab, located in the asset page

Use the new Slack shortcut to capture threads and messages from any channel / DM and add them as a request to Rupert.

Users can now easily request / ask a data related question, that will be posted to a Slack channel.

Use the new Slack shortcut to capture threads and messages from any channel and add them as a request to Rupert.

You'll be able to select an owner that will be responsible for the request, a status and add relevant contributors.

Rupert will include these threads and suggest them when users search for similar topics.

ℹ️ This feature can also be useful when capturing previous requests / questions and answers.

You can now create customized user groups and filter the Dashboard to see insights and usage patterns for members of the group.

ℹ️ Learn more here.

New feedback buttons are now added each time a notification/data summary is delivered in Slack.

The creator of the notification receives an alert once a user provides feedback. At the bottom of the Rupert dashboard page, we have added a feedback counter for every notification or text summary you create. By clicking on the "Download to CSV" button, you can even download the full list of user reactions.

You can now create a notification based on any change in a specific metric when creating a notification. It is extremely useful when tracking a forecasted number or the distance from a goal. Rupert will send a notification only if the metric changes, without requiring a threshold.

In order to create this type of notification, click "Promote" on any asset, select "Data trigger" as your trigger, and then "Any change" as the condition.

These notifications are triggered only when there's a change in the data, according to a specific condition you pre-define.

This is a great way to celebrate goals and achievements, track KPIs and send alerts when important metrics change, for good and for bad.

This is what they look like:

Creating one is really easy:

More charts are supported! You can now add to your scheduled reports metrics extracted from charts with nested measures

pre-filter the asset for your users and the metrics sent with the message clicking on the. This will change the values in the metrics according to the filters each time the message is sent.

👁️‍🗨️Learn more here

Metrics are up-to-date values extracted from the report in real-time. They are added to the textual message.

👁️‍🗨️Learn more here

Users can now create a schedule or share once an asset straight from the "Content" tab. Promoting your assets and data consumption has never been easier!

👁️‍🗨️Learn more here

The Rupert Dashboard provides your team with meaningful insights, that will help you analyze and increase your data assets' usage. The dashboard can be filtered by a specific team or a team member.

👁️‍🗨️Learn more here

Scheduled reports, now contain an up-to-date image of the report (per the time they were sent).

Each asset in the "Content" tab now contains charts that demonstrate your users' engagement with the asset. You can find the "Analytics" tab in the right pane of the Content page and in the asset screen.
​Included charts: number of modifications, views and unique viewers in the last week / Time frames: Last 12 weeks / last week

Users can now share / schedule reports to a channel and / or multiple Slack users.

The onboarding page contains product tours to help you get started using Rupert. Access the page by clicking the Rupert icon on the top left corner of the screen.

To help you navigate all the great data assets you and your teammates created, Rupert will recommend assets to verify, promote, optimize or delete.

On the top part of the Content tab, under the filters icon you'll be able to see the total number of recommendations and click to filter for a specific one (e.g. all assets recommended to be verified).

Asset names in Slack are now links to the assets. Click on the name, then the URL of the dashboard or report you're looking for will open the asset in a new tab. Clicking on View Asset will still load its documentation and additional information.

Data experts who use the Rupert Desk app can filter their results on folders and locations of their assets. This should help you find assets hiding in private folders easily.

New on the Rupert Slack App "Home" tab, you can check the status of your submitted requests to your data team by clicking the My Requests button. You will see the description of the request, the status, the assigned analyst working on your request, and the last modified date (when someone last worked on your request).

Ever wondered why Rupert recommended an asset you should verify? Now you can hover on the recommended label to see the percent breakdown of the relevant reasons why.

Need a recurring report or data asset for that weekly meeting? Now you can schedule an automatic report delivery at a chosen date and time.
​Learn more about how to start scheduling automatic reports.

Use the "Home" tab to search for reports and get a snapshot of your report activity. You can see your most used reports, the top trending ones used by your colleagues, and your upcoming scheduled report deliveries.

Easily share an asset with your colleagues with the Share button. Shared assets will be sent to users via Slack and email.

We've got you covered for keeping you organized with data sources not integrated with Rupert (yet). Add any web links (PDFs, dashboards, spreadsheets etc.) or files saved on the cloud to the asset catalog. External assets act just like any other Rupert-integrated asset and will be shown to business stakeholders as they search and engage with Rupert. Learn more about adding external assets.