How to set up notifications, daily digest and weekly audit

Last updated June 10, 2026

uplads can tell you when a launch finishes, when an automated rule fires, when an ad set burns through its budget, and more — by email, in Slack, or as a ClickUp task or chat message. Everything lives under Configuration → Notifications. This guide walks through the routing matrix, the daily digest, and the weekly Optimize audit.

Workspace defaults vs. per-account overrides

The Notifications view has a single scope picker at the top. It decides what you are editing:

Defaults for all accounts — workspace-wide settings every ad account inherits until it's customised. This is where you set workspace-only events and the shared schedules.
A specific ad account — per-account overrides. Until you save anything, the account shows an Inheriting defaults badge and is pre-filled with the workspace values. The moment you save, it becomes Customised and future changes to the workspace defaults no longer reach it.

A couple of things worth knowing:

The account that's currently open in the global account picker is surfaced at the top of the list with a Currently open tag, so you usually land on the right one.
The Meta connection expiring event is Workspace-only — the Meta token is per-user, not per-account, so you configure it only in the workspace defaults.
Use Copy to other accounts to apply one account's full routing (channels, recipient, toggles, thresholds) to others in one step. Copied accounts become Customised.
Reset to defaults (shown only on a Customised account) deletes the override row and reverts the account to inherit the workspace defaults again.

Setting the notification email and per-event toggles

In the workspace defaults, set the Recipient email at the top. If you leave the per-account recipient blank, that account falls back to the workspace recipient.

Each event has its own row in the matrix. Flip the toggle (or pick a channel mode) per cell to control where it goes:

Rule matches — what matched, the trigger values, and the change made. See How to create automated rules.
Launch finishes — how many ads went live, with reasons for any failures.
Scheduled launch goes live — confirms a scheduled launch fired on time.
Ad set burning budget — spend past the daily-budget threshold (once per ad set per day).
Daily digest and Weekly Optimize audit — covered below.
Meta connection expiring — 7-day / 3-day / 24-hour warnings (workspace-only).

To stop a noisy rule from flooding your inbox, use the Don't flood my inbox rate cap (every match, or at most 6 / 3 / 1 per rule per hour).

Routing events to email, Slack or ClickUp

Each event can fire on three channels independently:

Email — a simple on/off switch per event.
Slack — a switch per event. The Slack column is greyed out until Slack is connected. See How to connect Slack and choose a notification channel. Per account you can pick a different Slack channel under Destinations for this account.
ClickUp — a three-way picker per event: Off, Task, or Chat.
- Task posts a comment onto one ClickUp task. Paste a task link or id in the destinations panel and click Set to resolve it first.
- Chat posts into a ClickUp chat channel you pick from the list.
- Both modes are disabled until you've chosen a target. See How to connect ClickUp for task and chat notifications.

Use Test email / Test all channels in the workspace defaults to send yourself a sample and confirm everything is wired up. If a test doesn't arrive, see Why am I not receiving Slack, ClickUp or email notifications?.

Enabling the daily digest (time + timezone)

The daily digest is one email summarising spend, top performers and biggest wasters. Enable it in the matrix, then expand the Daily digest row to set the schedule:

Choose the hour the digest fires (on the hour, 24-hour clock).
Choose the Timezone it runs in.
Use Send a test digest now to preview it immediately.

The schedule (hour + timezone) is shared across all your accounts and lives in the workspace defaults. In a per-account view you only choose whether the digest fires for that account and where it's routed — the row shows the inherited fire time read-only.

Setting up the weekly Optimize audit and budget burn alerts

The Weekly Optimize audit emails the high-priority findings from uplads' optimisation engine. Enable it, then expand the row to pick the weekday and hour — it reuses the digest timezone. To act on what it surfaces, see How to run an optimization audit and apply findings.

For Ad set burning budget, expand the row to set the burn threshold — the multiple of the daily budget that triggers the alert (100%, 125%, 150% default, 200% or 300%). The alert fires at most once per ad set per day. You can set a different threshold per account, which is handy when one client runs hotter than the rest.