Set up notification rules
What this is about
Picasi sends emails automatically when certain events happen inside your workspace — milestones, generated reports, or inactivity. You steer those events through notification rules: each rule binds an event to a recipient group and optionally to conditions.
On first workspace setup Picasi creates seven default rules (milestones 100 / 1 000 / 5 000 updates, first report, first scheduled report, reminders after 5 and 14 days of inactivity). You can disable them, tweak them, or add your own.
How to do it
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Open notification rules
Click Settings → Notification Rules in the navigation.
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Create or edit a rule
Click Create rule in the top right, or click the name of an existing rule.
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Pick an event
Choose the event that should trigger the rule:
- Updates collected — fires when the workspace ingests updates (typically combined with a milestone condition like “count = 100”).
- Report created — every time a report is generated.
- Scheduled report created — every time a new scheduled report is set up.
- User inactive — fires when a user hasn’t been in the app for a while (condition “inactive days”).
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Add conditions (optional)
Click Add condition to narrow the rule further. Example: field
updates_count, operator=, value100fires only on the 100th update. Details on all fields and operators: Notification rules — configuration. -
Set recipients
- Triggering user — email goes to the person whose action triggered the rule.
- Team owner — email to the workspace owner.
- All team members — email to every active member of the workspace.
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Set a rate limit (optional)
Pick how often the rule may fire: Once per user (each recipient gets the email at most once) or Once per team (the whole workspace gets the email once). Without a rate limit the rule fires on every matching event.
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Save
Click Save. The rule is active from now on.
Result
The rule appears in the overview with status Active. It fires on the next matching event. To pause it, click the active toggle in the list — the rule stays saved and can be re-enabled later.
Default rules
Picasi ships these seven default rules:
| Rule | Event | Condition | Recipient | Rate limit |
|---|---|---|---|---|
| Milestone 100 updates | Updates collected | updates_count = 100 | Team owner | Once per team |
| Milestone 1 000 updates | Updates collected | updates_count = 1000 | Team owner | Once per team |
| Milestone 5 000 updates | Updates collected | updates_count = 5000 | Team owner | Once per team |
| First report | Report created | none | Triggering user | Once per user |
| First scheduled report | Scheduled report created | none | Triggering user | Once per user |
| Reminder after 5 days | User inactive | inactive_days = 5 | Triggering user | Once per user |
| Reminder after 14 days | User inactive | inactive_days = 14 | Triggering user | Once per user |
These rules can be disabled or adjusted — not deleted.