Notification Format — Alert and Delivery Specification

Notifications are delivered via Slack (agency/practitioner) and email (client-facing) through MCP connections. The system supports six notification types, each with a defined trigger, audience, and format.

Notification Types

TypeTriggerAudienceChannel
Task CompleteAutonomous task finishesAgency/userSlack or email
Approval RequestTier 2 draft readyAgency reviewerSlack or email
Pre-execution ConfirmBefore Tier 3 actionAgency reviewerSlack or email
Post-execution ConfirmAfter Tier 3 completionAgency + clientSlack + email
AlertMonitoring threshold crossedAgency/userSlack only
FailurePARTIAL or FAILED taskAgency/userSlack or email

Slack Format

Messages must fit a single screen with no lengthy text blocks. Emoji prefixes indicate type at a glance.

Task Complete:

📊 Weekly Report — Keystone Buffalo
Rankings stable. 1 new finding.
ARP: 7.6 (↑ from 8.2) | SoLV: 58% (↑ from 51%)
⚠️ 1-star review from yesterday — no response yet
→ Full report: scans/2026-04-07-geogrid.md

Approval Request:

✍️ Approval Required — GBP Posts — Keystone Buffalo
4 posts drafted for April. Ready to schedule.
Preview: drafts/2026-04-01-gbp-posts.md
Reply APPROVE to publish | REJECT to discard | EDIT [notes] to revise
Expires: 2026-04-09

Pre-execution Confirm:

⚡ Action Pending Confirmation — Monthly Report
About to send April performance report to: contact@keystoneinsurance.com
Preview: reports/2026-04-01-monthly.md
Reply CONFIRM to send | CANCEL to abort

Alert:

🚨 Ranking Alert — Valley Plumbing Phoenix
ARP degraded from 4.3 to 5.1 (0.8 positions)
SoLV dropped from 55% to 42%
→ Full scan: scans/2026-04-07-geogrid.md

Failure:

❌ Task Failed — m1-rankings-monitor — Smith's HVAC Dallas
LocalSEOData geogrid_scan returned timeout.
Partial data available. Brief flagged for manual review.
→ See: scans/2026-04-07-geogrid.md

Email Format (Client-Facing)

Client emails must be professional and stripped of internal terminology. No mentions of “Claude,” “AI,” or internal tooling unless explicitly agreed upon.

Subject line: {Business Name} — {Report Type} — {Month YYYY}

Body structure:

  1. One-paragraph executive summary (3-4 sentences maximum)
  2. Key metrics table (3-5 metrics with directional indicators)
  3. Top finding or win for the period
  4. Single recommended next step
  5. Reference to full details

Write for business owners, not SEO professionals. Avoid jargon. Define acronyms on first use.

Alert Thresholds

Configured per brand in _brand.brief.md:

alerts:
  new_review: false                    # Alert on all reviews
  low_rating_threshold: 3             # Alert on reviews ≤ this rating
  new_one_star: true                  # Always alert on 1-star
  review_velocity_drop_pct: 40        # Weekly velocity drop %
  arp_degradation_positions: 2        # ARP worsens by N positions
  solv_drop_points: 10                # SoLV drops by N points
  gbp_change: true                    # Unauthorized GBP edits
  lsa_rank_drop_positions: 3          # LSA rank drops N positions
  ai_visibility_drop_points: 15       # AI visibility drops N points

Preset Configurations

High-touch — aggressive alerting for active campaigns:

  • Lower thresholds across all metrics
  • Alert on all new reviews
  • Suitable for first 90 days of engagement

Standard — maintenance mode with selective alerts:

  • Default thresholds as listed above
  • Suitable for established clients

Minimal — quarterly monitoring with loose thresholds:

  • Higher thresholds, fewer notifications
  • Suitable for low-activity retainer clients

Use a preset and override individual thresholds as needed.

Platform Implementation

Claude Native: Uses Gmail MCP for email and Slack MCP for Slack. Configure as connectors in Claude account settings.

Other platforms: Notification format and thresholds are platform-agnostic. Implement delivery using any transport. The specification defines content structure and trigger logic, not delivery mechanism.


Learn More

To learn how notifications surface what matters for your clients, see the notifications and alerts overview.