Syft Send provides a quick and easy way to access daily, weekly, or monthly summaries of vital data alongside automated alerts. With this AI-powered tool, you can keep tabs on these essential metrics and automate alerts to send to you whenever there are:
Uncommonly large transactions
Abnormally high numbers of transactions
Unusually high-value transactions
Get started
To open Syft Send, click on the airplane arrow at the right of your screen. Then, click on "Get started." You will then be able to choose between the following frequencies for summaries to be sent:
Daily
Weekly
Monthly
You can also choose which reports you would like to include and to whom you would like them to be sent. You can insert the email address, or Slack or Teams channel of the relevant person, and presto! You're all ready to go.
Pro tip 💡: You can add multiple email addresses and channels if you'd like.
Note📓
You can change the reports that are included in Syft Send by unticking or ticking the relevant report.
Use case
An example of how you could use this would be to generate a weekly summary that sends every Monday morning with your weekly sales performance, receivables and payables due, bank account balances, and cash flow prediction for the week. This way, you can ensure that you are always on top of your business's performance and are primed to make timeous and informed decisions.
Alerts
You can also set up alerts for when your bank balance is low, when an uncommonly large transaction occurs, when the daily value of transactions is abnormally high, or when an unusual number of transactions take place, which is usefully for identifying potential issues in your operations.
With Syft Send, you can receive daily, weekly, or monthly updates on critical metrics for your business as well as alerts that can help you to identify potential issues and nip them in the bud.