Whether you wish to monitor metrics, track events, or deliver dynamic data updates periodically, Rupert allows you to set various triggers accordingly. You can send scheduled time-triggered alerts or data-triggered alerts to ensure recipients can respond to critical business events promptly. This flexibility ensures that important updates and metrics are delivered in a timely manner, allowing your team to stay informed and react effectively.
Alert Triggers and When to Use Them
We offer two main types of alert triggers: Scheduled Report and Data Monitor and Alert. Depending on your needs, you can choose the appropriate type to ensure you stay informed about your data.
1. Scheduled Report 📅
Purpose: Deliver dynamic data updates periodically. Ideal for reporting to management and constant tracking of business-critical metrics.
Use Case: If you need regular updates on business performance, such as weekly sales reports or monthly financial summaries, this option is perfect. For example, a sales manager can receive a scheduled report every Monday morning summarizing the previous week's sales performance, helping them prepare for the weekly sales meeting.
Purpose: Monitor metrics or react to data events and alert when needed. Ideal for creating actionable alerts in response to business risks or opportunities and for monitoring data validity.
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Sub-options:
A. Data Events
Use Case 1: Monitor a truncating table and alert when it contains any values.
Scenario: A customer support team needs to know immediately when there are any entries in the error log table, indicating an issue that needs urgent attention.
Use Case 2: Monitor new rows added to a table that follow specific conditions defined on the columns.
Scenario: A marketing team wants to be alerted whenever a new lead with a high score is added to the CRM, enabling prompt follow-up.
Use Case 3: Monitor new records added per business stakeholder and personalize their alert trigger and content accordingly.
Scenario: Each sales representative receives an alert when a new high-value client is added to their portfolio, allowing them to initiate engagement immediately.
Use Case 1: Monitor hourly metric and alert when it drops below some KPI by 10%.
Scenario: An operations team monitors the number of transactions processed per hour and gets an alert if the number drops significantly, indicating a potential issue with the transaction processing system.
Use Case 2: Monitor a metric with some filters and breakdowns and compare each broken-down metric to the same time last week and alert in case of a large drop.
Scenario: A product team tracks the usage metrics of different features and receives alerts if any feature's usage drops drastically compared to the previous week, signaling a potential problem or user dissatisfaction.
Use Case 3: Monitor weekly top company metrics and trigger an alert when an anomaly is detected in the metric value.
Scenario: The executive team receives alerts if the company's weekly revenue shows unexpected drops or spikes, enabling them to investigate and address any underlying issues promptly.
Example Scenario:
Let's say your stakeholder is an e-commerce manager:
Scheduled Report: You want a weekly sales report sent every Monday to review last week's performance.
Data Monitor and Alert:
Data Events: You want to know immediately if any new high-priority customer complaints are logged.
Metric Over Time: You need to monitor the hourly sales and get alerted if there is a significant drop in sales, indicating a potential issue with the website.
Choose the alert trigger that best fits your needs to stay informed and responsive to your business data.
What’s next? Check out these articles to learn more