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Notifications

Notifications are available on Premium and Enterprise plans.
Users need at least the Explorer role and Edit or Manage permission on the workbook to set up notifications.
Notifications let you send email or Slack messages with a screenshot of a dashboard after each scheduled refresh. This is useful for distributing regular updates to stakeholders without requiring them to log in.

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Creating a notification

Notifications are configured as part of a scheduled refresh. When creating or editing a schedule, click Add notification to expand the notification configuration card.

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Delivery channel

Toggle between two delivery channels:
  • Email — select multiple recipients from workspace users using a searchable picker with checkboxes.
  • Slack — select a Slack channel to post to. Requires connecting your Slack workspace first (one-time OAuth flow via Connect to Slack). Once connected, select a channel from a searchable picker.

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Screenshot attachment

Choose the format for the dashboard screenshot attached to the notification:
  • PNG (default)
  • PDF
Select the format using the Attach screenshot as option.

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Removing a notification

To remove a notification from a scheduled refresh, click the X button in the notification card header before saving.

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Email notifications

Email notifications are sent to selected workspace users after a scheduled refresh completes. Each recipient receives a message with a link to the dashboard and the attached screenshot.

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Slack notifications

Slack notifications post a message with the dashboard screenshot to a single Slack channel per schedule.

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Connecting Slack

Before you can send Slack notifications, connect your Slack workspace:
  1. When configuring a notification, select Slack as the delivery channel.
  2. Click Connect to Slack to start the OAuth flow.
  3. Authorize Cube to post to your Slack workspace.
This is a one-time setup. Once connected, you can select any channel your Slack workspace has access to.