WORKFLOW USE CASE
Customized Real-Time Alerts
Everysk’s Alerts offers capital markets professionals critical, customizable notifications that integrate seamlessly with Everysk’s datastores, workflows, and 3rd party integrations, enabling vigilant portfolio management and rapid response to operational tasks.
Utilizes: 8 digital robots
Stay One Step Ahead
Staying ahead with timely information is crucial. Traditional systems may not offer the flexibility or speed to configure and receive alerts that match the unique needs of each portfolio, potentially leaving managers and their strategies vulnerable to market volatility and unexpected events.
Everysk’s Alerts revolutionize how professionals monitor their operational processes and investment data. With quick, no-code configuration, users can set up personalized alerts for a wide range of applications such as risk thresholds, compliance breaches, and third-party integrations. These alerts can be delivered through various channels including email, in-app notifications, and popular collaboration tools like Microsoft Teams, ensuring that critical information is received instantly and conveniently.
Everysk empowers users with real-time insights and the agility to act swiftly, securing a competitive advantage in the volatile world of capital markets. Our customizable, no-code alert system enhances portfolio management, investment operations, and error mitigation, allowing capital market professionals to focus on strategic decisions and capital growth.
Explore the different possibilities of these robots below.
Comprehensive Review
Customized Real-Time Alerts
Everysk’s Custom Real-Time Alerts utilize eight pre-built no-code, low-code robots. Users string these robots together via our drag and drop interface. Keep reading to see the role each plays in providing users with timely alerts.
3rd-Party API Integration Robot
Workflow triggered via API, passing information downstream in the workflow to generate reports and alerts. A customized alerts layer on top of your existing platforms and processes. If you have an intraday data feed or trade blotter, Everysk can stream data through a web socket in real-time.
Datastore Generator Robot
Data from an API integration can be converted to an Everysk datastore for analysis, or stored datastores from the Everysk platform can be retrieved to pass the information downstream.
Conditional Logic Robot
Providing clients with a flexible framework to check business logic using the data sets, executions, dates, and compliance logic within the workflow to branch and route to secondary workflows or alerts depending on the results.
Report Generator Robot
Generates detailed reports based on selected templates, which can trigger alerts or be included in alert communications for comprehensive understanding and action.
Datastore to CSV Converter Robot
Create a file to be distributed via attachment, providing additional context to alerts and allowing users to receive information in the format that is easiest for their process.
Email Alert Robot
Sends an email with a customizable message, secure links to reports, or action buttons, enabling users to kick off or continue workflows directly from their inbox, streamlining the response process to alerts.
MS Teams Alert Robot
Sends alerts, reports, and action buttons via Microsoft Teams channel, tailored to user preferences for how they receive vital information. Everysk also integrates with Slack, Zoom Chat and many other communications platforms.
API Alert Robot
Post an alert via API, specifying the endpoint within the no-code API robot, and dynamically pass information from the workflow to the body of the POST.
Key Workflow Benefits
Receive alerts through your preferred communication channels, ensuring you never miss critical portfolio changes or operational information.
Beyond internal data and reports, Everysk can connect with external platforms via HTTP robots or Webservices triggers, extending customizable alert capabilities to any system, and enhancing flexibility and coverage. reports and get them in front of stakeholders fast.
Effortlessly set up and customize alerts with a simple drag-and-drop interface, reducing setup time and complexity.
