Set Up Visitor & Analytics Notifications

Ploy walks you through the data, channels, and frequency for identified-company or analytics digests, sends a real test notification, and creates the recurring workflow.

By Anuttam Anand

Before you run it

  • A site and data selection

    Choose identified-company activity, traffic metrics, or both. These are different datasets and should be labelled separately.

  • Delivery destinations

    Name the Slack channel or email recipients and the connected account that will deliver the digest.

  • Timing and timezone

    Give a frequency, time, and timezone. Confirm a real test in every destination before enabling recurring delivery.

Start with this brief

Replace the bracketed values with your own details.

Set up a weekly digest for [site] with identified companies, visitor counts, top pages, and traffic sources for the previous seven days. Deliver it to [Slack channel or email recipients] every Monday at [time and timezone]. Send a test for me to verify before creating or enabling the schedule.
How it runs

Ploy runs this Ploybook in 4 phases.

  1. Choose the digest

    Decide which visitor or analytics information to include, who receives it, and how often it should arrive.

  2. Resolve delivery destinations

    Ploy checks the selected Slack channels or email delivery connections.

  3. Send and verify a test

    A real notification is sent for you to check before recurring delivery is configured.

  4. Create and schedule the workflow

    Ploy saves a personalized workspace Ploybook and configures the confirmed notification schedule.

Expected outputs

You want website activity delivered to Slack, email, or both on a regular schedule. Your team needs identified-company insights, analytics numbers, or a combined digest.

  • A verified test notification

    A real digest checked in the destination you chose.

  • A personalized notification Ploybook

    Your data selection, recipients, channels, and format retained in a reusable workflow.

  • A recurring delivery schedule

    Confirmed digests delivered to Slack or email at the cadence you choose.

Check the result

  • A test arrives in every intended destination and the sender account is correct.
  • The digest names its reporting window and distinguishes identified companies from total visitors.
  • The saved schedule uses the confirmed timezone and the account has the required connections.

Know the limits

  • Identified companies are not the same as all visitors or qualified leads.
  • The setup workflow creates a personalized recurring Ploybook after the test. It is not itself the recurring delivery job.
  • Schedules use AI credits. An expired connection or missing permission can block delivery.

Setup references

Frequently asked

Workflow questions

Ploy walks you through the data, channels, and frequency for identified-company or analytics digests, sends a real test notification, and creates the recurring workflow.
Choose the site, reporting data, channel, cadence, and timezone. Connect the intended delivery account, send a real test, and verify receipt. Then save the personalized notification Ploybook and enable its confirmed schedule.
No. Identified-company activity describes companies resolved from visits. Website analytics measures traffic such as visitors and pageviews. A digest can include both, but should label each separately and not present identified companies as qualified leads.
You want website activity delivered to Slack, email, or both on a regular schedule. Your team needs identified-company insights, analytics numbers, or a combined digest.
A verified test notification. A real digest checked in the destination you chose. A personalized notification Ploybook. Your data selection, recipients, channels, and format retained in a reusable workflow. A recurring delivery schedule. Confirmed digests delivered to Slack or email at the cadence you choose.
Yes. A Ploybook is a reusable guide that adapts each run to the inputs you provide. You can run it on demand or customize a workspace copy for recurring work. Review and test that copy before scheduling it. Runs use AI credits, and required services must be connected for the account running the workflow.
About the expert

Anuttam Anand

Anuttam authors Ploy's LinkedIn, buying-signal, and visitor-notification workflows. His Ploybooks connect customer fit, website activity, and outreach teams can review and manage.

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Ploy walks you through the data, channels, and frequency for identified-company or analytics digests, sends a real test notification, and creates the recurring workflow.