Scheduling Dashboards via Email and Slack

Customize daily emails and Slack messages

We've just released a feature that lets you send any of your dashboards via email or a Slack channel.

You can send out the dashboard to anyone outside your Peel account and choose which days of the week you would like to schedule it.

Here is the video showing you how -- https://www.loom.com/share/e35f05256bda4c6db23ee0e04c9aaabf

33383338

How to Setup a Schedule

Here are the steps to do this:

  1. Go to any dashboard in your account (or create a new one just for this)
  2. Click on the Share button in the top right corner
  3. Make sure the Share read-only link is enabled
  4. Click on Add Schedule
  5. You can choose to change the name of the schedule
  6. Select Email
  7. Enter the email addresses you would like to send the dashboard to (they do not have to be part of your Peel account). Separate the emails with commas or on a separate line
  8. Pick the days of the week for the schedule and click Save

To get the dashboard on Slack:

  1. Make sure you have connected your Slack account to Peel. If not, you can do so on the Workspace Settings page
  2. Select the Slack channel from the dropdown menu
  3. Pick the days of the week for the schedule and click Save
12701270 12181218

Sending a Test

You can also test out this feature before setting up a schedule.

  1. Click on the Send Test button
  2. Enter in the email addresses you would like to send the test to or select a Slack channel from the dropdown category
  3. We'll send the test out soon after so you can see what it looks like

What’s Next