Setting Up and Managing Alerts & Scheduled Deliveries

Spekit's analytics support powerful alerting and scheduled delivery options so the right data reaches the right people automatically. Here's how to set them up and manage them once they're live.

1. How to Set Up Alerts and Scheduled Deliveries

There are two ways to access these options:

Option 1: From the Bottom of the Dashboard

1. Scroll to the bottom of any Dashboard.
2. Click the share icon next to the timestamp.
3. Choose between Schedule (recurring delivery) or Alert (condition-based notification) and configure your settings as outlined below.

Option 2: From a Specific Table

1. Navigate to the Analytics tab and select a Dashboard.
2. Find the table you would like to set an alert for.
3. Click the ellipsis menu (...) on the right-hand side of the table.
4. Select Alert and configure your settings as outlined below.

Pro Tip: Use the bottom-of-dashboard share icon when you want to send or schedule the entire dashboard. Use the ellipsis menu (...) on a specific table when you only want to deliver a focused subset of data.

There are two types of deliveries you can set up:

• Scheduled Deliveries — Send a dashboard or table on a recurring basis
• One-Off Alerts — Trigger a notification when a specific data condition is met

Scheduled Deliveries

Set up a recurring delivery of a specific table, a section of a dashboard, or an entire dashboard.

1. Click the ellipsis menu (...) on the table or dashboard you want to send.
2. Select Alert, then choose Schedule.

3. Configure your delivery settings:

   Setting	Options
   What to send	A specific table, a dashboard section, or the entire dashboard
   Destination	Email, Amazon S3, SFTP, or Webhook
   Delivery Name	Customize the name of your delivery
   Format	PNG, PDF, Excel, CSV, or JSON
   Schedule	Now, Daily, Weekly, Monthly, or Custom (choose day, time, and time zone)
   Recipients	Yourself or multiple people

4. Optionally configure display settings:
   • Expand tables
   • Arrange dashboard tiles in a single column
   • Hide title
   • Show filter values
   • Use cached results if available
5. Add controls and filters to scope the data (e.g., filter by specific teams or user types).
6. Customize your email subject line and body.
7. Click Send Test to preview the delivery, or click Save to activate it.

One-Off Alerts

Set up a conditional alert that fires when specific data conditions are met — ideal for monitoring content gaps, negative feedback, or Sidekick performance.

1. Click the ellipsis menu (...) on the relevant table.
2. Select Alert, then choose Alert (one-off).

3. Configure your alert settings:

   Setting	Options
   What to monitor	A specific table or the entire dashboard
   Destination	Email, Amazon S3, SFTP, or Webhook
   Condition	Results have changed / Results have stayed the same / No results returned / Any results returned
   Schedule	Daily, Weekly, Monthly, or Custom
   Format	PNG, PDF, Excel, CSV, or JSON
   Recipients	Yourself or multiple people

4. Optionally apply display and filter settings (same options as Scheduled Deliveries).
5. Click Send Test to preview, or click Save to activate.

2. How to Manage Your Deliveries and Alerts

Once you have set up alerts and scheduled deliveries, you can view and manage them all in one place.

1. Click the share icon at the bottom of any dashboard, or click the ellipsis menu (...) on any table.
2. In the modal that appears, click the X in the top right corner to open the Deliveries & Alerts panel.

From here you can:

Pro Tip: Use Subscribe to opt into alerts your colleagues have already set up — no need to recreate them. Use Duplicate when you want to send a similar alert to a different team or recipient list without starting from zero.

Best practices: Always click Send Test before saving. Start with a weekly scheduled summary rather than daily alerts to avoid alert fatigue. Use "No results returned" to catch content gaps, not just "Results have changed." Scope alerts to specific teams or user types. Give each delivery a descriptive name.