Notifications and reminders

Nudge without noise

Notifications help people act at the right moment without adding clutter. Overlays prompt participation, the Inbox tracks status, and email/Slack can backstop important items.

Who gets what

• Reviewers: Email alerts when items need a decision; approve/request changes; points apply on approval
• Admins/Finance: notifications for perk approvals and high-value outcomes; export reminders (received via email)

Approvals and perk auto‑approve

• Assist outcomes may require a Reviewer decision; they may also be auto approved
• Perks can be configured as auto‑approved (good for link‑based delivery) or require an individual approval (common for expense/receipt perks)

When a perk is auto‑approved, points are finalized and the delivery is issued immediately. Use reviewer approval for sensitive or higher‑value claims.

Channels and controls

• In‑app overlays and Inbox for day‑to‑day flow
• Email digests for quieter users; real‑time emails for urgent reviewer queues
• Optional Slack channel posts for wins and approvals (see Slack Integration)
• Snooze/mute specific Assists; set reviewer fallback and gentle reminders

Best practices

• Keep messages short and contextual to the action required
• Use auto‑approve only for Perks where risk is low; outcomes are reviewer‑approved
• Set a light cadance for reviewers (24–48h) and celebrate wins weekly in a channel