Guide · Alerts and automation

Turn daily business checks into automatic alerts.

ToolPlex Alerts watches the live reports your team already uses. Describe what matters in one sentence. When the data changes, the right people receive a notification on desktop and mobile with the records behind it.

Published
September 16, 2026
For
Owners, operations leaders, and teams responsible for daily business checks
The repeated check

The information exists. Someone still has to remember to look.

Many important business checks are habits performed by hand. A person opens the same report each morning, applies the same filters, and looks for the same problem.

  • Which job orders stopped moving?
  • Did last night's data arrive?
  • Which products fell below their reorder point?
  • Were any important orders cancelled?
  • What was yesterday's output by section?

An alert replaces the need to remember the check. It does not replace the decision that follows.

From report to notification

Describe what matters. Let the report watch for it.

Open Alerts, describe what matters, and confirm what ToolPlex will watch.
  1. 01

    Open a live report

    Use the view of orders, inventory, production, deliveries, or another part of the business that the team already relies on.

  2. 02

    Write one sentence

    Describe the change or summary in the same words the team already uses.

  3. 03

    Confirm the check

    The AI explains what it will watch, which data it will use, and who will receive it.

  4. 04

    Receive the change

    When fresh data matches, ToolPlex sends a desktop and mobile notification with the relevant rows.

In ToolPlex, the live report and its underlying data are kept together. The alert uses the same refresh schedule, filters, and permissions. There is no separate rule builder to configure.
The experience

One sentence on desktop or mobile.

ToolPlex calls each live view of business data a Page. Open its Alerts menu, write the alert, and choose who should receive it. The AI reads the available data and explains in plain words what it will watch before the alert becomes Active.

When the data changes, the people you chose receive a push notification in the desktop or mobile app. They can open it to see the records behind the change.

A ToolPlex mobile alert showing two products at critical stock, the records that caused the alert, and actions to ask the AI or share it
A mobile notification shows what changed, the records behind it, and the next actions in one place.
What to watch

Stop checking reports by hand. Catch important changes sooner.

01

Stop checking reports by hand

If somebody opens the same report every day to look for the same thing, ToolPlex can watch it for them.

Tell me when a job order goes Non-Moving.

Replace the morning production-status review.

Alert me when stock falls below two days of cover.

Watch the inventory report after every refresh.

Tell me if this report has not refreshed by 9 AM.

Learn that a nightly data delivery failed before the team uses it.

02

Catch important changes sooner

Receive a notification when something happens that your team should not discover hours or days later.

Alert me when an order over $5,000 is cancelled.

Give sales and operations time to respond.

Tell me when a critical product goes out of stock.

Surface the shortage before another customer finds it.

Notify me when a regular customer has not ordered in five days.

Bring a meaningful change in buying behavior to the account owner's attention.

Two ways to stay informed

Get notified when something changes, or receive an update on a schedule.

Alert

When something changes

“Tell me when the pending queue empties.” The check waits for the data to move and sends once when it does.

Scheduled summary

On a schedule

“Every morning at 8, send me yesterday's output by section.” A digest can also bundle several firings into one message.

In production

Three alerts went live in one evening.

An established manufacturer connected Alerts to an operating environment with 29 live reports and underlying tables containing tens of millions of records.

After its nightly data refresh, ToolPlex checked the three alerts again within six minutes. It identified 215 new job orders entering Knitting and 71 job orders becoming Non-Moving. A third alert sent nothing because there was no change to report.

At 8:00 the following morning, the team received the previous day's production output by section.

The useful result was not more notifications. It was that each message corresponded to a new event somebody had asked ToolPlex to watch.

ToolPlex on desktop showing notification history, recent operational alerts, and active alert definitions beside a logistics report
Notification history brings changes from across the business into one place. Admin users can review alerts and notifications across the team, while each person can still focus on their own. Open any message to see more or return to the report behind it.
Designed to stay useful

Clear notifications, without the noise.

No repeated noise

An item that remains in the same flagged state stays quiet until it changes again.

No speculation

Messages state what the rows show. They do not add advice or call something unusual without evidence.

No hidden audience

Every alert shows who created it, who receives it, when it last sent, and its notification history.

No permission shortcut

An alert follows the access controls of its underlying report. A person does not receive data they cannot open.

From notification to action

Open any notification to see exactly what changed.

A notification is written for a phone, in the company's own terms and time zone. Open it to see the report it came from and the rows that caused it to send.

From there, a person can open the report, ask the AI to explain the surrounding data, or share a link with a colleague. The alert's full history remains available on desktop and mobile.

For organizations using App Lock, push notifications can stay discreet on the lock screen while the useful detail remains protected inside ToolPlex.

See operations automation →
Frequently asked questions

Alerts on live business data.

Does ToolPlex need to remain open for an alert to run?

No. Checks continue on the company's ToolPlex server whenever the underlying data refreshes. Notifications can arrive on the desktop and mobile apps even when nobody has the report open.

Will I receive notifications about things that already happened?

No. ToolPlex learns what is already true when the alert is created, then notifies you about changes that happen afterwards.

Can an alert watch a scheduled report?

Yes. It can watch the newest version of a scheduled report, so the team does not have to open each delivery and repeat the same review.

Can several people receive the same alert?

Yes. The creator can choose specific recipients. Owners and admins can also send to everyone who can see the underlying report. Each recipient may mute the alert for themselves without turning it off for anyone else.

What happens if the report does not contain the data an alert needs?

ToolPlex explains why the check cannot be built from the available data and, when possible, points the person to a report that contains what the alert needs.

Does the AI decide what the business should do?

No. Notifications state what the underlying records show and include the relevant rows. A person decides what action to take, or opens Ask AI to investigate further.

Where to begin

Start with the report your team checks every day.

Show us what somebody repeatedly looks for. We will connect the data, build the live view, and help the right change reach the right people.

Discuss your process