Set up agency Slack digests and alerts
The agency's weekly portfolio digest in Slack, and alerts when a client joins or leaves or an integration breaks or recovers. How to see and test them.
3 min readUpdated 7 October 2026
The agency Reports page holds the Slack messages that cover your whole agency: a scheduled portfolio digest, and alerts that fire when something happens to a client.
Before you start
- You need access to agency reports.
- Connect your agency's Slack workspace: Settings, Integrations, then Slack, Connect.
- For a private channel, invite the Fabrik Analytics app to it in Slack first.
- Agency-wide digests and alerts are set up by Fabrik for now. To add one or change one, email support@fabrik.ae.
The portfolio digest
An agency portfolio digest posts to a Slack channel on a set day and time, covering Last Week (Mon to Sun), Last 7 Days or Last 30 Days. It can include:
- Portfolio: Active Clients, Total Retainers, Commissions MTD, Total Revenue MTD;
- Finance: Outstanding AR, Overdue Invoices, Collection Rate, Net Revenue Retention;
- Contracts: Expiring Contracts (30d), Avg Contract Value;
- Performance: Portfolio Net Sales, Portfolio Ad Spend, Portfolio Blended ROAS.
Event alerts
| Alert | Fires when |
|---|---|
| New Client Alert | A client's connection to your agency goes live. Includes its retainer, commission and contract dates when a contract exists |
| Client Churn Alert | A client's connection to your agency ends, with its last retainer and how long it was a client |
| Integration Failure Alert | A platform connection breaks, with a reconnect link |
| Integration Recovery Alert | A broken integration comes back online, with how long it was down |
What you will see
- In the main menu choose Reports.
- Each digest and alert is a row, filterable by Active and Paused.
- The send-a-test button on a row posts a test to its Slack channel: "Test digest sent to Slack" or "Test notification sent to Slack".
Client reports
The agency Reports page is for agency-wide messages only. To build a report for a client, open the client and use its own Reports page, where you can create strategy reports, deliver them by email or Slack, and set up the client's own digest.
Troubleshooting
- "No active brand found to send a test notification": a test alert needs at least one active client.
- The digest did not arrive: check its row is active, and that the Fabrik Analytics app is still in that Slack channel.
- "Failed to create digest" or "Failed to update": agency-wide digests and alerts cannot be created or changed from the agency's side yet. Email support@fabrik.ae.