Notification preferences
Katalyz has a lot of things to potentially notify you about — buyer activity, comments, tasks, due dates, signatures. You control exactly which events reach you and through which channels.
Access notification settings
Go to Settings → Notifications.
Three channels
Every notification type can be enabled or disabled for three independent channels:
Channel | When it fires |
|---|---|
App | In-app notification badge (the bell icon) |
Email to your account address | |
Slack | DM from the Katalyz bot (requires Slack integration connected) |
Mix and match: you can have a notification hit only Slack, only email, or all three.
Global toggles
At the top of the page, a Notification Channels card gives each channel its own toggle and frequency:
- Email — on/off toggle, plus a frequency of Instantly or Daily digest
- Slack — on/off toggle, plus a frequency of Instantly or Daily digest
Frequency settings batch notifications. If you want to avoid inbox clutter, use Daily digest for email and Instantly for Slack (since Slack is built for real-time).
The App channel has no master toggle or frequency — in-app notifications are per-event only.
Notification categories
Room activity
- Someone joined a room you are in
- Someone invited other people to your room
- Someone added a new section
- Someone logged into your room
Comments & mentions
- You were mentioned
- Comment on a step you're assigned to
- Comment on a task you're assigned to
- Comment in a room you own
- A buyer opened a comment email
Tasks & steps
- A step was completed
- A task was completed
- You were assigned to a step
- You were assigned to a task
Due dates & deadlines
- A step is now late (assigned to you)
- A task is now late (assigned to you)
- A step is late in a room you own
- A task is late in a room you own
- A due date was added to a step
- A due date was added to a task
- A due date was edited on a step
- A due date was edited on a task
Invitations & engagement
- Someone opened your invitation email
- Someone viewed the details of a step in a room you own
- Someone viewed the details of a task in a room you own
Resources
- Someone added a resource
- Someone viewed a resource
- Someone viewed a resource you added
Customizing per category
Each category can be expanded to fine-tune per event. Click the category to expand, then check/uncheck the App, Email and Slack columns for each event. Click Done to collapse it again.
Good defaults
If you're not sure where to start:
High-signal notifications (turn ON for all 3 channels):
- You were mentioned
- A buyer opened an invitation email
- A task is late
- A step completed
- A resource was viewed (on rooms you own)
Low-signal notifications (turn OFF):
- A user logged into a room (too noisy for active rooms)
- Someone viewed a step's details
- Comment on a room you own (mention-only is usually enough)
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Updated on: 01/10/2026
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