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Channels

A channel is a delivery destination: where reports and agent notifications arrive. Set one up once under Channels and reuse it across any number of reports and agents.

Channel types

Email

Enter one or more recipient addresses (up to 10 per channel). Reports arrive as branded HTML with an Excel attachment; no setup is needed on the recipients' side.

Slack

Two options:

  • Slack app (recommended): connect your Slack workspace once, then pick the target channel from a list. Messages post as native Slack messages from the app.
  • Incoming webhook: paste a Slack webhook URL if you prefer not to install the app.

Microsoft Teams

Delivered through a Teams Workflows webhook: in Teams, add the "Post to a channel when a webhook request is received" workflow to the target channel, copy the webhook URL it gives you, and paste it here. Four steps, guided in the app.

Telegram

Create a bot with @BotFather and paste its token, then send the bot a message and use Find my chat ID to fill in the chat automatically. Works for direct messages, groups, and channels.

Outgoing webhook

POSTs the result as JSON to a URL of yours, with an optional authorization header. Used by agents to hand results to your own systems. Not available as a report destination; for machine-readable report delivery, use SFTP/FTP.

SFTP / FTP

Delivers reports as Excel files to a server of yours. The server itself (host, credentials, protocol: SFTP, FTPS, or FTP) is configured once under Settings → Connections; the channel then picks a server, a remote path, and an optional filename pattern such as {{report_slug}}_{{date}}.xlsx. This is the standard way to feed downstream systems that watch a directory.

Managing channels

Each channel row on the Channels page offers:

  • Test: sends a test message so you can verify the wiring before a schedule depends on it.
  • Mute / unmute: a muted channel stays configured, and deliveries to it are recorded as skipped rather than failing the run.
  • Delivery history: everything that was sent through the channel, with status.
  • Approval requests: opt a channel into receiving agent approval requests (email, Slack, Teams, and Telegram channels only). See Agents.
  • Rename and delete.