Scheduled Summaries

Not everyone wants real-time notifications for every signal. Scheduled summaries let you receive a digest of new signals at intervals that work for you.

Why Use Scheduled Summaries?

Real-Time Alerts	Scheduled Summaries
Every signal triggers a notification	Batched into one digest
Good for high-priority leads	Good for general monitoring
Can cause notification fatigue	Predictable, lower volume
Requires immediate attention	Review on your schedule

Best for:

• Brand monitoring where urgency is lower
• Team members who prefer batch review
• Reducing notification noise
• Situations where responding within hours (not minutes) is fine

Setting Up a Scheduled Summary

1. Go to Alerts → Notifications

2. Click “Add Notification”

3. Select “Email” as the type

   Scheduled summaries are delivered via email.

4. Choose your schedule

   Option	When You’ll Receive
   Daily	Every morning (your timezone)
   Weekly	Every Monday morning

5. Enter the email address

   Where the summary should be sent.

6. Name and save

   Give it a clear name like “Daily Lead Summary” or “Weekly Brand Digest.”

Note

You can have both real-time and scheduled notifications. For example: Slack for real-time high-priority signals, email digest for daily review.

What’s in a Summary

Each scheduled summary includes:

• Signal count — How many new signals since the last summary
• Top signals — Highest relevance scores first
• Signal details — Title, content preview, platform, relevance score
• Direct links — Click to view the original post or open in CatchIntent

Connecting Summaries to Listeners

After creating a scheduled notification:

1. Go to Listeners
2. Edit the listener you want to summarize
3. In the alerts section, select your scheduled notification
4. Save the listener

The listener’s signals will be included in that summary.

Multiple Summaries

You can create different summaries for different purposes:

Summary	Listeners	Schedule
Lead Digest	Lead generation listeners	Daily
Brand Roundup	Brand monitoring listeners	Daily
Weekly Competitive	Competitor listeners	Weekly

This lets you review different types of signals at different cadences.

Combining Real-Time and Summaries

A common setup:

Listener	Real-Time Alert	Scheduled Summary
Hot Leads (high threshold)	Slack	None
General Leads (lower threshold)	None	Daily email
Brand Monitoring	None	Daily email
Competitor Intel	None	Weekly email

This way you’re immediately notified of the best opportunities while still capturing everything in regular digests.

Best Practices

Match Urgency to Schedule

• Daily for anything you want to act on within 24 hours
• Weekly for monitoring and intelligence gathering

Keep Summaries Focused

If a summary gets too long, split your listeners or raise thresholds. A 50-signal digest is overwhelming.

Review Consistently

The value of summaries comes from consistent review. Block time on your calendar:

• Daily summary → 15 minutes each morning
• Weekly summary → 30 minutes Monday morning

Use Summaries for Low-Volume Listeners

If a listener only generates a few signals per week, a weekly summary prevents alert fatigue from sporadic notifications.

Adjusting Your Summaries

Too Many Signals in Summary?

• Raise relevance thresholds on connected listeners
• Split into multiple summaries
• Remove low-value listeners from the summary

Not Enough Signals?

• Lower thresholds on connected listeners
• Add more listeners to the summary
• Switch from weekly to daily to catch signals sooner