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.Documentation Index
Fetch the complete documentation index at: https://help.daylit.com/llms.txt
Use this file to discover all available pages before exploring further.
Notification channels
| Channel | What you get |
|---|---|
| In-app | Alerts visible inside Daylit for events like overdue invoices, completed AI insights, and actions that need review |
| Slack | Messages posted to a Slack channel of your choice for the same events, keeping your team informed without logging into Daylit |
Connect Slack
Open Integrations settings
Go to Settings → Integrations. Look for the Slack section under Communication integrations.
Click Connect
Click Connect next to Slack. You’ll be redirected to Slack’s OAuth authorization page.
Authorize Daylit
Sign in to your Slack workspace if prompted, select the workspace you want to connect, and grant Daylit permission to post messages.
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.
What triggers notifications
Daylit sends notifications when meaningful events occur in your AR workflow:Overdue invoices
Overdue invoices
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.
AI insight ready
AI insight ready
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.
Action needs review
Action needs review
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.
Payment received
Payment received
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.
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.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.Action Center
Review and act on suggested collection actions in one place
Integrations
Connect email and accounting integrations alongside Slack