Workspace notifications help your team respond to important business activity without creating noise. Review them when roles change, new workflows go live, or teammates miss important updates.

What this guide helps you do

• Choose which notification types matter for the workspace.
• Align notifications with team roles and review responsibilities.
• Test important notifications before relying on them operationally.

Before you start

• Know which teammates should receive updates for customers, bookings, payments, forms, posts, campaigns, and workflows.
• Decide which events require immediate attention and which can be reviewed later.
• Confirm each teammate has the right role and contact details.

Do it manually

1. Open Settings and choose Notifications.
2. Review workspace-level notification types and current recipients.
3. Turn on notifications for high-priority events such as new leads, bookings, payment issues, approvals, and failed sends.
4. Turn off noisy notifications that do not create action for the recipient.
5. Save the settings and run a small test where possible, such as a form submission or review task.
6. Revisit notification settings after major campaign, staffing, or workflow changes.

Ask Faster AI

• Review our notification settings for a small service business. Suggest who should receive lead, booking, payment, approval, and campaign failure notifications.
• Create a notification checklist for launching a new intake form and booking workflow.
• Find notification settings that may be too noisy or missing an owner, then prepare changes for review.

Review before saving or publishing

• Do not send sensitive customer, payment, or account details to teammates who should not access them.
• Check roles and permissions before adding notification recipients.
• Review AI-suggested notification changes before saving them.

Common issues and fixes

• If a teammate misses updates, confirm the notification type, recipient, role, and contact details.
• If notifications feel noisy, group low-priority updates into review routines instead of immediate alerts.
• If a workflow depends on a notification, test the exact customer or content event that should trigger it.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of update workspace notification settings with customer names, private amounts, email addresses, draft copy, internal notes, and unpublished details blurred.
• Video placeholder: add a short walkthrough that shows the manual path first, then shows how to ask Faster AI for the same outcome and review the draft before saving, sending, or publishing.

Related help

• Invite teammates and choose access
• Manage roles for content and money
• Use approvals for marketing work