Any saved search can send you the new calls that match it, by email or in Slack. Use it to stay on top of calls that mention a competitor, demos that end closed lost, or everything a new starter records in their first months. If you have not saved a search yet, see Using Saved Searches.
Turning on notifications
Open the Saved searches list and select the edit icon next to the search (or set this up while saving a new one).
Turn on Get notified.
Choose Email or Slack. You can use one or the other, not both.
Choose a Frequency and an Expiration, then select Save changes.
Note: Notifications run for up to a year. We email you before they expire so you can extend them if you still want them.
When notifications arrive
Instantly — as soon as each matching call is ready to review.
Daily — at midnight each day.
Weekly — at midnight each Monday.
Bi-weekly — at midnight on Monday every other week.
Monthly — at midnight on the last day of each month.
All times are in your local time zone.
Who receives them
Notifications go to you and to everyone the search is shared with. Each person only receives the calls they are allowed to open, and gets nothing if none of the matching calls are visible to them.
What the Slack notification shows
Each Slack notification shows up to three matching calls as cards. When more calls match, a link at the bottom opens the full list in All Calls, filtered to your saved search.
Most searches — each call arrives with its AI summary. Select Show more to expand it and Show less to collapse it.
Transcript searches — each call shows the transcript excerpts where your phrase was said. Select an excerpt to open the call at that moment.
View call or View meeting — opens the call. For transcript searches it opens filtered on your phrase, with the matching moments highlighted.
Searches worth notifying on
Calls that mention pricing or cost negotiation
A specific activity type, such as discovery calls, from a new starter — set the expiration to three months
💡 Here's a how-to explainer on setting up notifications:
Notifications for Sales teams:
Notifications for Product and Marketing teams: