A notification at a KPI threshold with AI
If a figure in your table goes below or above a limit, you get a notification straight away.
KPI threshold → notification is ready-made automation in Altramano for reporting and analysis: if a figure in your table goes below or above a limit, you get a notification straight away.
What it does
What you need
How does a notification at a KPI threshold work with AI?
Put your KPIs in the "KPIs" table (name, value, lower limit, upper limit). On every new or changed row this automation checks the limits and sends a notification if the value falls outside them.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations it needs and fill in at most three settings.
- Test with an example, read the run back and say yes before it goes live.
The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.
Frequently asked questions
What do I need for KPI threshold → notification?
Microsoft Outlook and a Altramano environment.
Which department is KPI threshold → notification for?
Reporting and analysis, in industries such as accountancy and bookkeeping firms, manufacturing and retail and webshops.
Does anything go out without me seeing it?
Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.
What if something goes wrong?
The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.
More for reporting and analysis
| Sjabloon | Soort | What it does |
|---|---|---|
| Quarterly report in Word | automation | On the first day of the quarter, a Word report from your monthly figures, made by the Studio. |
| Monthly figures → dashboard (Studio) → mail | automation | Every month, a dashboard from your figures table, made by the Studio, with a short explanation by mail. |
| Report questions | AI agent | An assistant that answers questions about the reports and tables in its knowledge base. |
