Notification & Email Alert Settings

Configure saved-search notifications and custom calendar-event email reminders. Available controls vary by workflow and plan; confirm the options shown in your account.

Alerts are monitoring aids

Use the authoritative notice and amendment history for decisions and deadlines. Never rely on a single platform alert or email as your only monitoring control.

Current notification surfaces

Saved-search email notifications

A saved search can have notifications enabled and can store eligible notification email recipients.

In-app saved-search notices

Matching notices can appear in the platform notification workflow for review.

Custom-event email reminders

Calendar custom events support defined reminder offsets or a custom reminder time for eligible organization emails.

Mobile access

Open notification emails on a phone and review saved records in the mobile app; native push registration is currently disabled.

Configure saved-search notifications

  1. 1Create or open a saved search and confirm the filters describe the opportunities you actually want to monitor.
  2. 2Enable notifications and review the eligible notification email addresses.
  3. 3Run the search manually and inspect sample results before relying on the rule.
  4. 4Review in-app notices and email delivery, then narrow noisy criteria or disable an unhelpful rule.
  5. 5Maintain a separate cadence for checking authoritative sources and amendments.

Calendar-event reminders

Custom calendar events support preset email offsets of 15 or 30 minutes; 1 or 2 hours; and 1, 3, or 7 days before the event, plus an eligible custom reminder time.

Review calendar reminder details →

Current limits

  • Do not describe alerts as instant or real-time; timing depends on source refresh, matching, processing, email delivery, and the recipient system.
  • The current product does not document standard SMS alerts, mobile push alerts, or emergency broadcast channels.
  • Published one-user plans do not support claims about standard team assignments, proposal comments, approval requests, or team-wide notification protocols.
  • Calendar reminder presets are configured on custom events; they are separate from saved-search opportunity notifications.
  • An alert can be absent, delayed, duplicated, filtered, or based on stale source data and is not a deadline guarantee.

Reduce noise safely

  • • Start with narrow criteria you can explain and test.
  • • Use a dedicated email folder for platform messages.
  • • Remove obsolete recipients and disable rules you no longer review.
  • • Keep a documented backup check for high-priority agencies and submissions.

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