Send notifications from an automation

Use Notify to send automation results to approved recipients through email or configured Microsoft Teams or Slack destinations.

Example: Email validated spend exception summary

Scenario: Owner needs concise report of material monthly spend exceptions.

Run saved variance report, summarize material findings, and add Notify.
Choose approved channel and recipients; use configured allowlist when sending to specific email addresses.
Build message using report-backed amounts and date; attach output only when necessary.
Run test with internal recipient. Verify delivery and that sensitive dimensions are not shared beyond authorized scope.

Add notification step

Open Admin > AI Studio > Orchestrate > Automations and select the automation in Builder.
Add Notify after the step whose output you want to send.
Select Channel: Email, Microsoft Teams, or Slack.
Under Send to, select an eligible destination.
Set Recipient group where applicable.
Enter Subject and Message, using workflow variables if needed.
Enable Attachments when the generated report should be attached.
Save and use Test run to validate content and delivery before activation.

For email, recipients can be existing Yarken users, administrator-configured distribution lists or notification groups, or permitted individual email addresses. Teams and Slack destinations must be configured by an administrator.

Allow specific email addresses

Administrator setup for manually entered recipients:

Go to Admin > Settings > AI > Automations.
Set Enable Specific Email Recipients to Enabled.
Enter permitted domains in Allowed Domains for Automation Notifications, separated by commas.
Test notification with an address from an approved domain.

The allowed-domains field is optional and supports up to 500 characters. When additional domains are listed, yarken.com remains allowed. Use only domains approved for notification delivery.

What recipients receive

If Message is empty, the full report is sent.
If Message contains text, it becomes the message body. The full report is attached when Attachments is enabled.
Generated charts are embedded inline in email.
Slack and Microsoft Teams receive a plain-text summary.

Check

Confirm channel, recipients, report content, and any attachment before activation. Avoid sending sensitive information outside approved recipient groups.