Personal Settings

The Personal Settings page allows you to customize your individual Data Parrot experience. Here you can manage your personal integrations, configure notification preferences, and filter which deals appear in your updates.

Personal Settings Page Overview

Personal Integrations

Personal integrations connect third-party tools to your individual Data Parrot account. These integrations are personal and only affect your account - you can manage them yourself without admin permissions.

Fathom Integration

Fathom is an AI-powered meeting assistant and note taker that records, transcribes, and summarizes your meetings automatically.

Why Connect Fathom?

Connecting Fathom to Data Parrot enhances the AI by providing additional context from your sales calls and meetings. This helps Data Parrot deliver more accurate insights about your deals.

How to Connect Fathom

For detailed instructions on connecting Fathom, see our dedicated Fathom Integration Guide.

Notification Settings

Configure how and when Data Parrot sends you updates about your sales pipeline, deals, and key trends.

Notification Settings - Email and Slack Cards

Email Notifications

Data Parrot can send you email summaries on a daily or weekly cadence:

• Daily Email: Receive a summary every business day with updates on deal changes, pipeline shifts, and key insights
• Weekly Email: Receive a comprehensive weekly summary every Monday with trends and performance metrics

To enable email notifications:

1. Navigate to Personal Settings
2. Under Notification Settings, check the boxes for Daily Email and/or Weekly Email
3. Click Save Changes at the bottom of the page

Slack Notifications

If your organization has connected Slack, you can receive Data Parrot notifications as direct messages in Slack:

• Daily Slack: Receive a daily summary DM in Slack
• Weekly Slack: Receive a weekly summary DM in Slack

To enable Slack notifications:

1. Navigate to Personal Settings
2. Under Notification Settings, check the boxes for Daily Slack and/or Weekly Slack
3. Click Save Changes at the bottom of the page

Filter My Notifications

By default, Data Parrot includes all deals in your notifications. You can use filters to receive notifications only about specific deals that matter most to you.

Enabling Notification Filters

1. Navigate to Personal Settings
2. Under Notification Settings, toggle Filter my notifications to ON
3. Configure your filters (see below)
4. Click Save Changes

Filter My Notifications Toggle

Related Pages

• User Management - Admins can manage team access and permissions
• Integrations - Organization-wide integrations like Slack and HubSpot
• Subscription Details - Manage your billing and plan

Need Help?

If you can't find what you're looking for or need assistance with your Personal Settings, please reach out to our support team.