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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

AlertFires when
New Client AlertA client's connection to your agency goes live. Includes its retainer, commission and contract dates when a contract exists
Client Churn AlertA client's connection to your agency ends, with its last retainer and how long it was a client
Integration Failure AlertA platform connection breaks, with a reconnect link
Integration Recovery AlertA broken integration comes back online, with how long it was down

What you will see

  1. In the main menu choose Reports.
  2. Each digest and alert is a row, filterable by Active and Paused.
  3. 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.

Frequently asked questions

Do I need Slack for agency reports?

Yes. Agency digests and event alerts post to Slack. Connect your agency's Slack workspace under Settings, Integrations first.

Can I create or change an agency digest myself?

Not at the moment. Agency-wide digests and alerts are set up by Fabrik. Email support@fabrik.ae with the channel, the day and time, and the figures you want.

Can the digest go to a private channel?

Yes, once the Fabrik Analytics app has been invited to that channel in Slack.

Will an integration failure alert flood the channel?

No. A failure sends one alert, not one per sync. A recovery alert follows when it works again after a lasting outage.

Where do I make reports for a client?

Client reports, such as monthly strategy reports, are made inside each client, under Reports. The agency Reports page is for agency-wide digests and alerts.

Can I test a digest or alert?

Yes. Use the send-a-test button on its row on Reports to post a test to its Slack channel.

Still need help?

Email us with a link to the page you were on and what you expected to see. A screenshot helps us answer first time.

support@fabrik.ae