About Close Workspace notifications

Close Workspace offers the ability to send task-related notifications that you can customize to reflect your organization's processes and requirements. There are two ways to send notifications: 

• Notification insights that appear in the Copilot panel

• Email notifications

When you're configuring Close Workspace page, you can enable individual notification types. The following types of notifications are available: 

• Task is approaching deadline

• Task is overdue or at risk

• Daily summary of outstanding tasks

• Prerequisite task is complete

• All tasks are complete

When sending notifications for tasks approaching a deadline, you can specify how many days before the deadline Sage Copilot sends the emails. For the other notification types, you can select what time the notifications are sent. And you have full control over the message that's included in the emails.

Email notifications

You can control the text that appears in the email notifications. Don't like writing emails? Sage Copilot can help with that.

For each notification type, you'll see a Draft with Copilot button after you enable email notifications on the Configure Close Workspace page. When you select Draft with Copilot, you'll see the Email Template page with a prewritten draft of the email message.

You can use AI to refine the draft by changing the tone and length. You can also manually edit the template. The template page has other settings, including reply-to information and Cc and Bcc options.

Regional availability

Close Workspace is available in the following regions:

• United Kingdom

• United States