What are Data Parrot's notification types?

Data Parrot offers two main notification types: Daily Sales Brief and Weekly Summary. The Daily Brief delivers updates on key deal changes, highlighting up to five important deals with status changes, health indicators, and timeline events. The Weekly Summary provides a broader perspective with research trends, pipeline status changes, and key deal updates from the past week.

How do I manage notification settings in Data Parrot?

Notification settings are configured per user through the Settings page. Administrators can access the User Management tab, select a user, and toggle options for Daily Sales Brief and Weekly Summary emails. You can further customize by filtering content based on specific pipelines, deal owners, or stages.

Notifications

Data Parrot offers the option to send Daily and Weekly notifications via Email or Slack, highlighting key deal changes, pipeline changes, and key trends.

You can configure these notifications per user through the Settings page.

Note: The Slack notification is sent via a Direct Message to the user.

Polly Says...

Email notifications are a very simple, yet powerful way to stay informed about key deal updates that can impact your business. Learning about positive and negative deal changes early means you can take action.

Daily Notification

The Daily Sales Brief notification is sent to all users who have enabled daily notifications, filtered by Pipeline/Stage and Deal Owner if configured.

The notification highlights up to 5 deals that have changed in the past day - if there are more than 5, it will highlight the most important deals impacted and include a link to see the rest in the Deal Newsfeed.

It is only sent if there is meaningful changes in your deals.

The email includes an AI Analysis of the deal changes and a link to the Deal Newsfeed for more details.

Daily Sales Brief Email Example

Weekly Notification

The Weekly Summary notification is sent to all users who have enabled weekly notifications, filtered by Pipeline/Stage and Deal Owner if configured.

The Weekly Summary expands on the Daily Sales Brief and includes a summary of the past week's activity, including research trends, pipeline status, and key deal updates.

Email Example

Weekly Summary Email Example

Slack Example

Weekly Summary Slack Notification Example

The Weekly Summary includes a Trend Report which is automatically generated and can be viewed any time in the Research Trends page.

Reminder: You can customize the notification settings including filtering by Pipeline/Stage and Deal Owner in the Settings page (opens in a new tab).

Next Steps

Configure your notification settings: Configure notification settings for Data Parrot users to receive Daily and Weekly Email notifications.
Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
Reveal Key Trends: Learn how to uncover positive and negative trends happening in your sales pipeline.
Activity Dashboard: Explore to see a detailed view of all your sales engagements across your sales team.
Win Loss Review: Review your won and lost deals to improve your sales process.

Settings & Configuration Playground