> For the complete documentation index, see [llms.txt](https://docs.docontrol.io/docontrol-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docontrol.io/docontrol-user-guide/workflows/define-workflow-settings/action-settings/notify.md). # Notify You can leverage workflow notifications in email or Slack messages to educate your organization's users about the risks of sharing SaaS data, and help to prevent potential data loss. The Notify action informs a user or group of users about an event via one of these channels: * [Notify by email](#notify-by-email) * [Notify in Slack](#notify-in-slack) * [Notify by webhook ](#notify-by-webhook) #### For example: You can automatically notify an employee about an internal file that was shared with an external user. After this action, you can add remediation actions, such as removing the sharing links. You can notify by email, Slack or via a webhook.
## Notify by email You can send automatic email notifications to users. 1. From the Actions pane, select **Notify > Notify by email,** drag it to the canvas and connect it to the previous action. 2. Click the action to open its settings.
3. Enter the required fields in your email: subject, body, and recipients. \ The other fields are optional.
Email fieldRequiredDescription
Step descriptionOptionalGive your action a name.
SubjectRequiredSubject line of the email.
To (recipients as bcc)RequiredPeople receiving the email (blind carbon copy).
From (sender name)OptionalPerson sending the email: You can customize the displayed name, but the email address remains unchanged: <no-reply@docontrol.io>
BodyRequired

Edit mode - Type the content for your email.

Preview mode - View how your email will be displayed.

4. Click the **Plus** icon to add [dynamic values](/docontrol-user-guide/workflows/define-workflow-settings/action-settings.md#dynamic-data) to include details from the event. 5. Click **Templates** to use a predefined email template. {% hint style="info" %} To configure customized templates for email notifications, see [email templates](/docontrol-user-guide/system-management/settings/email-templates.md). {% endhint %} ## Notify in Slack You can send automatic notifications to channels or users in Slack. 1. From the Actions pane, select **Notify > Notify in Slack** drag it to the canvas and connect it to the previous action. 2. Click the action to open its settings.
{% hint style="info" %} To send notifications to **private** Slack channels, make sure you copy the channel ID as indicated below. {% endhint %} 1. Enter a step description (optional). 2. To send a Slack notification to a **public** channel: select a Slack public channel from the dropdown list. 3. To send a Slack notification to a **private** channel: * Go to your private channel, and click the channel name to view the channel details. * Scroll to the bottom and copy the **channel ID**. * Enter the channel ID for a private Slack channel. * Make sure to invite the **DoControl app** to each private channel. 4. To send a Slack notification to **users**: Select Slack users in your organization to whom to send automatic notifications. 5. Write your notification message. ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F25lV4ove5X8jg9huISiO%2FEdit%20icon%202.png?alt=media\&token=6e9ca545-9678-4764-979a-997823fa8c72) **Edit** mode - Type the content for your notification. ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FOrawP5hA8I90zytiW2D2%2FPreview%20icon%202.png?alt=media\&token=bfa02140-326e-4b3e-9bac-0494af74723a) **Preview** mode - View how your notification will be displayed. 6. Click the **Plus** icon to add [dynamic values](/docontrol-user-guide/workflows/define-workflow-settings/action-settings.md#dynamic-data) to include details from the event.\ The selected channels or users receive a link notifying the recipients about the event. ## Notify by webhook You can send automatic notifications by Slack, Teams or a custom webhook. 1. From the Actions pane, select **Notify > Notify by webhook**, drag it to the canvas and connect it to the previous action. 2. Click the action to open its settings.
3. Enter a step description (optional). 4. Select a webhook from the dropdown list, or create a new one. The dropdown list of webhooks is taken from the webhooks you defined in [Settings > Webhooks](/docontrol-user-guide/system-management/settings/connectors/settings-webhooks.md). 5. To create a new webhook, click **+Add new webhook**: * Generate the webhook URL in your external app (such as Slack or Teams) * Select the webhook type: Slack, Teams or custom. * Enter the webhook name. * Enter the webhook URL that was generated in your external app. * Click **Save**. 6. Click the **Plus** icon to add [dynamic values](/docontrol-user-guide/workflows/define-workflow-settings/action-settings.md#dynamic-data) to include details from the event. 7. Write your notification message: ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F25lV4ove5X8jg9huISiO%2FEdit%20icon%202.png?alt=media\&token=6e9ca545-9678-4764-979a-997823fa8c72) **Edit** mode - Type the content for your notification. ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FOrawP5hA8I90zytiW2D2%2FPreview%20icon%202.png?alt=media\&token=bfa02140-326e-4b3e-9bac-0494af74723a) **Preview** mode -View how your notification will be displayed. {% hint style="info" %} To define webhooks under DoControl settings, see [webhooks](/docontrol-user-guide/system-management/settings/connectors/settings-webhooks.md). {% endhint %} ## Hyperlink tags in messages For security reasons, you cannot use hyperlink tags \ in an email, Slack message or DoControl webhook, except for these tags: * \ and \ - italics * \ - strikethrough * \
    and \
  • - unordered list * \
      and \
    1. - ordered list * \
      - line break * \

      - paragraph * \

      - heading 1 * \

      - heading 2 * \
      - section * \ - inline element {% hint style="info" %} If you wish to insert any other HTML tag, you can do so from a DoControl [email template](/docontrol-user-guide/system-management/settings/email-templates.md). {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.docontrol.io/docontrol-user-guide/workflows/define-workflow-settings/action-settings/notify.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.