Summary

Schedules let Alta push a dashboard, metric, or other entity to your inbox or a Slack channel on a recurring cadence — daily, weekly, or monthly at the time you pick. You can also fire it off once with Send now.

Who this is for

Anyone who wants performance numbers to land in front of the team without having to remember to check Alta. Sales leaders shipping a Monday pipeline digest, ops folks who want daily campaign metrics in Slack, finance reviewing monthly close numbers.

Before you start

You need view access to the entity you want to schedule (dashboard, metric, etc.).
To deliver to Slack, your workspace must be connected. If it's not, you'll see a "Slack is not connected — Connect" link that takes you to Settings → Notifications.
To deliver to Email, no setup is needed — you can pick teammates, groups, "Everyone", or type any email address.

Step 1: Open the entity you want to schedule

Open the dashboard, metric, or report you want delivered on a cadence. From the entity's menu, choose Schedule. The schedule dialog opens with the title Schedule {Entity Name}. If a schedule already exists, you'll see an Active pill next to the title.

Step 2: Pick a destination

From the Destination dropdown, choose one:

Email (default)
Slack

Step 3a (Email): Set recipients

In the Recipients field, pick from your teammates and groups, select Everyone, or type any email address. The placeholder reads "Select from list or type an email address". You can mix all three — for example, add a teammate, a group, and one external email.

Step 3b (Slack): Choose channel and message

If you picked Slack and your workspace is connected:

Channel — pick the Slack channel (the dropdown lists every channel the Alta bot can see, prefixed with #).
Message — write the text that will accompany the delivery in Slack.

If Slack isn't connected yet, the dialog shows "Slack is not connected — Connect" — click Connect, finish the integration under Settings → Notifications, then come back.

Step 4: Set the cadence

Use the Repeat dropdown to pick how often the schedule runs:

Daily — runs every day at the chosen time.
Weekly — pick a specific Day (Monday through Sunday).
Monthly — pick a specific Day of the month (1st through 31st).

Then set Time using the time picker (required). Alta converts your local time to a cron expression behind the scenes, so the time you pick is the time you'll receive the delivery.

Step 5: Save

Click Save. Alta stores the schedule and starts running it on the next matching time slot.

Step 6 (Optional): Test it with Send now

Click Send now to trigger the delivery immediately without waiting for the next scheduled run. You'll see a toast that reads "Schedule request started" and the dialog closes. The delivery uses whatever destination, recipients, channel, and message you've already filled in.

Step 7: Edit or remove a schedule later

Re-open the same dialog from the entity. Existing schedules show up as a list — click one to edit it, or use the Back button (visible only when there are existing schedules) to return to the schedule list. Updating preserves the Active state and re-arms the cron expression.

Tips and common pitfalls

Time is required. You'll see a "Required" error under the time field if you try to save without one — pick a specific time to avoid silent failures.
Slack channel must be visible to the Alta bot. If a private channel isn't in the dropdown, invite the Alta app to that channel in Slack first, then refresh the dialog.
Time zone is your local one. Alta uses your browser's timezone offset to compute the cron — so 9:00 in Tel Aviv is 9:00 in Tel Aviv, not UTC.
Email "Everyone" is powerful. It sends to every member of your account; double-check before saving a daily.
Switching Destination clears settings. Going from Slack to Email resets recipients and message, so set destination first, then fill in the rest.
"Send now" is a great smoke test. Use it once after creating a schedule to confirm the message renders the way you expect before waiting a full day.
Weekly and monthly defaults. Switching to weekly defaults the day to Monday; switching to monthly defaults to the 1st. Change them before saving if that's not what you want.