Custom Prompts for Notifications

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Overview

Enhance your research and monitoring capabilities with our “Custom Alerts” feature. Create and manage personalized notifications based on your specific prompts.

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User Story: Personalized Notifications

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The Challenge

An institutional investor needed efficient monitoring of portfolio developments without manual review of extensive filings. They sought automated notifications and summaries based on specific criteria.

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The Solution: Custom Alerts

We introduced “Custom Alerts,” allowing investors to define criteria for tailored notifications and summaries.

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Key Capabilities

1. Define Criteria: Set alerts for specific events based on natural language prompts like “Notify when the CFO changes in any of my watchlist-A companies” or “Notify me when company-A makes any disclosure related to fund raise.”
2. Receive Notifications: Instant email updates on defined triggers.