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Coming soon: Notifications are not yet fully available in Daylit. This page describes the planned experience, which will be part of Daylit’s full agentic experience.
Daylit surfaces important AR events through in-app notifications and Slack messages so your team can act quickly without having to check the dashboard constantly. You can connect a Slack workspace to receive alerts in a channel of your choice, and in-app alerts appear in Daylit whenever key events occur.

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Notification channels

ChannelWhat you get
In-appAlerts visible inside Daylit for events like overdue invoices, completed AI insights, and actions that need review
SlackMessages posted to a Slack channel of your choice for the same events, keeping your team informed without logging into Daylit

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Connect Slack

1

Open Integrations settings

Go to Settings → Integrations. Look for the Slack section under Communication integrations.
2

Click Connect

Click Connect next to Slack. You’ll be redirected to Slack’s OAuth authorization page.
3

Authorize Daylit

Sign in to your Slack workspace if prompted, select the workspace you want to connect, and grant Daylit permission to post messages.
4

Choose a channel

After authorization, select or confirm the Slack channel where Daylit should post notifications. Daylit posts a confirmation message to verify the connection.
You need appropriate permissions in your Slack workspace to authorize third-party apps. If you don’t have those permissions, ask a Slack workspace admin to complete the connection.

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What triggers notifications

Daylit sends notifications when meaningful events occur in your AR workflow:
When an invoice passes its due date without a recorded payment, Daylit flags it and surfaces it in the Action Center. Slack and in-app alerts let you know immediately so you can prioritize follow-up.
When the AI Agent finishes analyzing a customer’s payment behavior or generates a new insight or recommendation, you receive a notification so you can review it and decide whether to act.
When Daylit generates a suggested action — such as a draft collection email or a recommended call — and it’s waiting for your approval before sending, you’re notified to review it in the Action Center.
When a payment is recorded against an open invoice (either synced from your accounting system or entered manually), Daylit notifies you so you can update the customer’s status.

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Send a manual Slack message

You can send a one-off Slack message from within Daylit without waiting for an automated trigger. This is useful for sharing a summary, escalating a customer situation, or notifying the team about a specific invoice. To send a manual message, go to the relevant customer or invoice and use the Share to Slack or Notify action where available. The message is posted to your configured Slack channel. You can also trigger Slack notifications programmatically using the Daylit API. See the Communications API reference for details on sending custom notifications.

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Manage notification preferences

Notification preferences are configured at the workspace level through the Slack integration. To change which channel receives notifications, disconnect the current Slack connection from Settings → Integrations and reconnect, selecting a different channel during the authorization flow. For in-app notifications, alerts appear automatically when relevant events occur. There is no additional configuration needed.
Create a dedicated Slack channel such as #ar-alerts to keep AR notifications separate from general company communication and make it easy for the collections team to monitor.