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Alerts

Never miss important events with Quarterback's alert system. Get notified about sentiment changes, price movements, new mentions, and more.

Alert Types​

Sentiment Alert​

Triggered when overall sentiment changes significantly.

  • Threshold - Set the sentiment change that triggers the alert
  • Direction - Alert on positive, negative, or any change
  • Window - Time period for measuring change

Activity Alert​

Triggered when new activities are detected.

  • Sources - Which platforms to monitor
  • Minimum Count - Alert after N new activities
  • Time Period - Window for counting activities

Price Alert​

Triggered by stock price movements.

  • Price Threshold - Specific price level
  • Percentage Change - Movement percentage
  • Direction - Above, below, or either

Search Alert​

Triggered when specific keywords are mentioned.

  • Search Terms - Keywords or phrases to watch
  • Sources - Where to search
  • Sentiment - Optional sentiment filter

Media Alert​

Triggered by news coverage.

  • Any Coverage - Alert on any new article
  • Specific Publishers - Only certain sources
  • Sentiment - Negative coverage alerts

Daily Recap​

Scheduled daily summary.

  • Time - When to send (e.g., 8am)
  • Contents - Activities, announcements, metrics
  • Skip Empty - Don't send if nothing happened

Weekly Recap​

Scheduled weekly summary.

  • Day - Which day to send
  • Time - What time
  • Contents - Week's highlights and metrics

Creating an Alert​

  1. Navigate to Alerts → Rules
  2. Click + New Alert
  3. Select the alert type
  4. Configure the trigger conditions
  5. Add email recipients
  6. Click Save

Managing Alerts​

Alert Rules Page​

View all your alert rules:

  • Name - Alert identifier
  • Type - What kind of alert
  • Status - Enabled or disabled
  • Recipients - Who receives notifications

Enabling/Disabling​

Toggle alerts on/off without deleting:

  • Click the toggle switch on any alert
  • Disabled alerts won't trigger but keep their configuration

Editing​

Update alert configuration:

  1. Click the alert card
  2. Modify settings
  3. Click Save

Deleting​

Remove an alert permanently:

  1. Click the menu icon (⋮)
  2. Select Delete
  3. Confirm deletion

Alert Notifications​

Email Notifications​

Alerts are delivered via email with:

  • Subject - Alert type and company name
  • Summary - What triggered the alert
  • Details - Relevant data and context
  • Link - Jump to the app for more details

Notification History​

View past alerts:

  1. Go to Alerts → History
  2. See all triggered alerts
  3. Filter by type, date, or status

Alert Best Practices​

Start Broad, Then Refine​

Begin with general alerts and adjust thresholds based on what's useful.

Don't Over-Alert​

Too many notifications leads to alert fatigue. Focus on actionable triggers.

Use Recaps for Routine Monitoring​

Daily/weekly recaps are better than constant activity alerts for general awareness.

Set Negative Sentiment Alerts​

Be immediately notified of significant negative shifts so you can respond quickly.

Example Alert Configurations​

"Heads Up" Alert​

Type: Sentiment Alert
Threshold: -0.3 change
Window: 24 hours
Purpose: Early warning of sentiment drops

"Major News" Alert​

Type: Media Alert
Publishers: AFR, Reuters, Bloomberg
Sentiment: Any
Purpose: Know when major outlets cover you

"Hot Topic" Alert​

Type: Activity Alert
Count: 10+ activities
Window: 4 hours
Purpose: Detect viral discussions