In this article we are going to cover the following topics:
In this article we are going to cover the following topics:
Add recipients - manual mode
Here, you have full control to set recipients who will receive the workflow via Slack channels, DMs, and email (or any combination).
Adding Recipients: If you can't find a recipient's email, type it in and click "Add" (see image). This will also add the recipient as an end user to Rupert for easier future access.
Refreshing Slack Users/Channels: If you can't find a Slack user or recently added channel, refresh the Slack users and channels list using the refresh button on the right side of the search bar.
Deliver to a private Slack channel
To select a private Slack channel, first invite Rupert's app to the channel. Then, refresh the recipients list using the blue refresh button (see image).
Breakdown channel to individual recipients
Deliver workflows as direct messages to members of the chosen channels, instead of sending one workflow per channel.
Run as recipient (Looker)
In the Add Recipients tab, check the "Run as recipient" checkbox and then add Slack users.
When this option is checked, each recipient will see the data according to their predefined user attributes in Looker. This means that each recipient will receive the message as if they had run the query, applying their user attributes to the data and conditions defined for data-triggered workflows.
ℹ️ Note: This option only works for Looker assets with predefined user attributes filters.
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Add recipients - dynamic mode
Dynamic recipients are available for data-based triggers (data events or metric monitoring). This option is disabled for scheduled reports.
Requirement: Your asset must contain a column with recipient emails, even for Slack delivery. Rupert dynamically sets the recipient list from unfiltered data rows.
Dropdown Selection: The dropdown will list all string fields. Select the column containing email addresses, or the trigger will fail.
Content Delivery: Choose to deliver the same content to all recipients or personalize the workflow to include only rows associated with each recipient based on the workflow trigger and content evaluation.
Personalize message per recipient
Choose this option to ensure each recipient only receives their corresponding data (rows). The workflow's trigger will be evaluated per recipient, and the workflow will be delivered only if the trigger conditions are met for that recipient's email.
Since the recipients' list is dynamic, it will change according to the data at the time of sampling and delivery.
Deliver same message to dynamic recipients
Choose this option to deliver the same data to all recipients. The recipients' list will still be determined dynamically, changing according to the data at the time of sampling and delivery.
Test workflow for dynamic recipients
You can dry run dynamic recipient workflows to test personalized content with ease!
What's included?
Up to 4 example workflow messages for different recipients
A detailed summary with delivery stats: see how many recipients meet trigger conditions
What’s next? Check out these articles to learn more