Notifications and the Inbox
The bell, the Inbox page, and the delivery matrix.
Notifications arrive in the bell (bottom of the sidebar). Urgent ones, like security alerts and critical operating nudges, also appear as toasts the moment they happen.
The Inbox page (open it from the bell) lists everything with filters by category and read state, and batch mark-as-read.
Choose your channels. In Account, Notifications, each category (mentions, operating alerts, automations, tasks, security) has its own bell and email switches. Email-only, bell-only, both, or neither, per category.
Fine-tune individual events. Categories with more than one kind of event show a chevron. Expand the row to set channels per event, for example task assignments separately from status changes, or finance warnings separately from idle-prospect alerts. An event you change keeps its own setting (marked with a dot) until you toggle the category row, which resets its events to follow the row again.
The operating digest is a morning brief that condenses overdue work, idle prospects, and runway warnings into one notification. Admins set the workspace cadence (daily, weekly, or off) in Settings, General. You can choose your own channels for it under Operating alerts, Morning brief.
Sending activity to Discord or Slack
Workspace events can also post to a chat channel, with your choice of events and an immediate, daily, or weekly cadence. See Webhooks and chat destinations under Developers.