Most data quality issues can be traced back to changes made by upstream teams. Often, this involves data issues directly in source systems, such as records not matching across CRM systems. Business alerts let you define triggers and write bespoke messages for alerts so they can easily be understood by non-technical teams such as marketing, operations, and sales.

Example — business alert tagging relevant owners and showing a descriptive error message

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Setting up a business alert

  • Head to owners and create a new owner group or select an existing one

  • Select the owner group and click Create alert in the Business Alerts section to create a new alert

  • Select the relevant assets — use the Browser to select specific assets or Annotation to select assets by their metadata tag

    You can customize the severity and ongoing issue alerts

You can select specific dbt tests or Synq monitors if you have business rules encapsulated by these and create a separate business alert for each rule to tailor the message for different use cases.

  • Tailor the template subject and message to a message that business users can understand (e.g., duplicate customer ID flagged in SalesForce. See runbook for how to identify and fix the issue here: https://www.notion.so/Business-alerts-fc2085f5c42147f196c9410fb2ff6720)

    You can use the Advanced options to tailor the reply-to email and display name

  • Click continue on the confirmation page to activate the business alert

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Editing an existing business alert

  • Head to owners and select the owner group where you created the business alert

  • Click the three dots and select rename, Edit Trigger, Edit Template, or Delete

Routing alertsMonitors overview