In this article we are going to cover the following topics:
In this article we are going to cover the following topics:
Content editor
The commands menu
Quick action suggestion will be displayed in the content editor once you've set your trigger type.
If the trigger is scheduled report, you can add dynamic data to your content from any asset you have in your connected data source.
To open the menu, type "/" in the editor (see image below)
** This is not possible when inline with text
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AI - automatic content generator
The automatic generator will provide you with a dynamic content based on the data coming from the trigger results, in seconds!
Available for the metric over time & data events triggers.
The AI generator will add a data block with dynamic breakdown of the trigger results. You can build on this content, adapt the text and add / remove data as needed.
Enrich the text with emojis, hyperlinks and action buttons to make the alert more appealing and engaging and drive your recipients to action.
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Breakdown trigger results
This will open a data block where you can add fields from your asset. The data displayed allows you to share the trigger results with the alert's recipients (see image below).
In this block you can add free text, placeholder for the data, emojis, hyperlinks (including dynamic ones) and action buttons.
Computed fields
Allows you to dynamically aggregate data, explain triggered results, and provide insights directly within your alert content.
Basic aggregation with computed fields
This option is available when selecting the Data events trigger type.
For example, you can calculate the total number of orders (out of the results set) by counting the order_id
field.
Advanced computed fields for deeper insights
Beyond basic aggregations, computed fields can be used to describe more complex scenarios, such as deviations from expected metrics or detected anomalies. Add context to your data and make it easier for stakeholders to understand and act on the information presented.
Describing deviations from Thresholds
When working with extended computed fields, you can describe how metric results deviate from thresholds set in trigger conditions. For example, if a trigger is set to alert when sales drop below a certain number, a computed field can dynamically describe this deviation and even add a visual cue, like an emoji, to highlight the severity of the drop.
You can also customize the emojis that indicate the difference from the threshold and they'll be dynamically displayed.
Anomaly detection with computed fields
Computed fields also support anomaly detection, allowing you to display exactly how much your results deviate from established trends or boundaries, such as upper, lower, or crossing bounds.
Custom expressions
Take advantage of advanced features like OR conditions, if statements, and even visual emojis that adapt to your data. You can also set custom date intervals to help recipients better understand the data.
In the computed fields section, you'll find the ability to add custom expressions. This powerful feature enables you to create dynamic calculations based on your data or in relation to the pre-defined trigger metric.
Please note: this feature is available at the moment for SQL data sources.
โน๏ธ Learn more about how to work with expressions and see common use cases and examples in this article
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Embed dynamic content
Format your data block
Click the icon on the right to open the formatting options. Here you can find:
Option to limit the results returned
Sort the results according to a specific field
Add filters
Use lists, bullets or numbers to organize the results
Format date fields
The default formatting is short date (event if this is a timestamp field). To change that, click the date / timestamp field and select the formatting you would like to use
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Filter data
When choosing a data block out of the trigger results, you can further filter the results in shown in the content
Note: there's no need to set the same filters in the content as in the trigger definition (i.e. the data included in the block will always be pre filtered as it comes from the trigger).
Filtering embedded dynamic data can be done by:
Clicking the data chip and then the "Add filter" button
Using the settings and formatting option and clicking the edit filters
Date filters: dynamic vs. static
You can filter the content data by a static date or use the dynamic date option.
The dynamic date allows you to:
Evaluate previous alert or sample values compared to current ones.
Check if more than a specified number of days, months, or years have passed since an event occurred.
Add a time interval between two dynamic values to refine data analysis.
โน๏ธ Read more about dynamic date filters an use cases here
Dynamic value comparison filter
With this option, you can 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 credits_used
and number_of_credits_allowed
, you can identify accounts that have exceeded their credit limits and take appropriate action.
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Add hyperlinks
You can create hyperlinks by highlighting text in your alert and then clicking the hyperlink icon located in the bottom format bar.
Just like with action buttons, hyperlinks allow you to:
Track Clicks: When you add a hyperlink to your alert, Rupert tracks clicks in the Alert Manager. If Slack is connected, you'll be notified of each click.
Note: Hyperlink clicks from Slack channels appear as coming from the alert owner due to Slack API limitations.
Create Static Hyperlinks: These have a pre-set URL, useful for directing recipients to specific actions like setting up a meeting or reading more on a topic.
Create Dynamic Hyperlinks: These URLs are based on fields from your data asset and are available inside a data block (e.g., embedded data blocks or breakdown results from a trigger). This is useful for sending recipients to a specific form with a prefilled order ID.
To create a dynamic hyperlink, type the curly braces {
to open a dropdown with all possible fields from your asset.
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Add action buttons
Action buttons can be added either as part of data block or independently.
Data Block Actions: These allow you to add dynamic links taken from a field in your data. Buttons will be displayed after each row returned from your data.
Independent Block Actions: These include only a static URL and will be displayed once, with a configurable location.
Action buttons inside a data block
To connect and use dynamic data to create your button, add them inside the data block. First, select the button type and add the info in the popup.
** There's a maximum of 3 buttons pre block which will appear after each data row returned.
Action button types
Action button - dynamic link
Paste in a URL - static button.
โAdd a dynamic URL taken from a field in the asset. Type the curly braces "{" sign to open the dropdown and choose the field for the dynamic URL.
โCombine the two options to create a dynamic button based on your data.
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Action buttons in an independent block
Use the commands menu to select Add actions"
This will add the actions block where you can add up to 3 buttons to be sent in your alert
Add a label for the button (you can also add an emoji). Labels should be kept as short as possible since Slack will truncate the text with "..." if it's too long.
Then, type or paste a valid URL.
Button appearance - select the color to convey your message and help recipients take the right action.
Tracking Completed Actions in Slack
With Rupert's action tracking, your alert recipients can easily monitor the completion of tasks in Slack. When an action button is clicked, it automatically transforms into a green (i.e. primary) button with a โ emoji next to the label. This visual cue helps recipients quickly identify which actions they have already completed and which still require attention.
Action tracking is fully automaticโno setup is needed. It works in both direct messages (DMs) and Slack channels. In a DM, recipients can track their own completed actions, while in Slack channels, the tracking indicates engagement with the action from any participant.
Preview content
The preview allows you to see real-time data from your asset, reflecting the filters, conditions, and breakdowns you've set. This enables you to verify that the data is correctly filtered and displayed as intended before finalizing your setup. By using the preview, you can ensure accuracy and make necessary adjustments to meet your requirements. The preview dynamically updates as you as you edit the content, providing an immediate visual confirmation of how the data will appear in the final output.
Whatโs next? Check out these articles to learn more
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