Email Notification

Interact supports automated email notifications to keep users informed as items move through queues. This feature improves communication and visibility across your automation workflows.

Why do we need this step?

1. Audit & Compliance: Email alerts serve as documented records of completed transactions for future reference and compliance checks.
2. Real-Time Monitoring: Instant alerts inform key team members as soon as errors or bottlenecks occur, enabling quick resolution.
3. Process Transparency: Automatic updates keep all relevant stakeholders informed on progress, status changes, and overall workflow health.
4. Workflow Automation: Seamless integration removes the need for manual updates, saving time and ensuring timely communication.

How to configure email notification in your project?

Use Case: Set up email notifications to trigger whenever transactions complete successfully or encounter runtime errors.
Follow these steps:

1. Log in to the Manager and navigate to Projects, where you configured Interact.

2. Click “Interact Workflow” and select “Project Configuration.” Then, select the “EmailNotification” step.
a. This step is optional and can be skipped to proceed. In this example, I will add the “Email Address” field using two different email subjects.

3. Two notification options are available: Bulk and Manual. You can configure either one or both.

4. Let’s first set up the Bulk Index notification configuration.
a. This notification triggers whenever transactions are bulk-indexed into the project. It sends an email to the specified primary address, as well as any CC addresses provided.
b. In this example, I am adding my own email address in the CC field to receive a notification each time transactions are uploaded.

5. Next, let’s configure the Manual Index Notification:
a. Select Completed for the Queue name so an email triggers for each transaction moved to this queue.
b. In the To field, enter the recipient email address for these notifications.
c. The CC field allows you to add optional secondary recipients; I will leave this blank for now.
d. In the Subject field, enter the email subject line. Here, I’m setting it to “Transactions completed”.
e. In the Body field, customize the email content based on your project’s needs.
i. For this example, I’ll set the body text to: “The transaction has been completed successfully.”

6. Click Add to save and complete the project configuration.