Documentation
Set up Risk Alerts
Outcome: a rule watched for you instead of asked every week.
Any question you ask on a schedule should be an alert. The rule stays in the Topic, so the alert inherits the same definitions and lineage as a Brief.
Steps
- 1
Open the Topic
Alerts belong to a Decision Topic, so its metrics and scope apply automatically.
- 2
Pick the rule
Choose an existing rule or write one. State a measurable condition with a window, for example two consecutive weeks.
- 3
Set the threshold where you would act
Pick the number that changes behaviour, not the one that looks interesting. Too-tight thresholds get muted.
- 4
Choose how you are told
In-app by default. On Growth and above, add an action trigger to Slack, Teams, email, or a webhook.
- 5
Assign an owner
Every alert needs one person accountable for the response.
- 6
Review after two weeks
If it never fired, loosen it. If it fires constantly, the threshold is not a decision point.
Alerts are evaluated after each refresh of the sources they depend on, so cadence follows your plan. See refresh cadence and action triggers.
Further reading
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