Pocket-CFO Set up delivery and alerts
Have your briefs emailed on a schedule, and get warned when runway drops below a threshold or cash falls under a floor you set.
1. Add your recipients
Scheduled briefs and alerts go to your Advisor contacts. On the Reports page, add each person with a Name, Email, and Role, and select Save contact.
Add yourself too if you want the emails — delivery goes only to the contacts in this list, not automatically to the account owner.
2. Choose a schedule
Under Delivery & alerts, set Brief schedule to one of:
| Schedule | Sent |
|---|---|
| Off | Never — the default |
| Daily | Every day |
| Weekly | Every Monday |
| Monthly | On the 1st of each month |
Scheduled briefs are sent at 06:40 UTC.
3. Set your alert thresholds
- Runway alert threshold (days)
- Warn when runway falls below this many days. Between 30 and 365; 90 by default.
- Cash floor (USD, optional)
- Warn when cash on hand falls below this amount.
- Threshold alerts
- Turn alerts on or off without losing your thresholds.
Select Save delivery settings. Thresholds are checked every day at 06:55 UTC. While a threshold stays breached, the alert is repeated at most once every seven days, so a lasting problem reminds you without flooding your inbox.
Sending one now
To send a single brief straight away rather than on a schedule, use Email advisor on the brief. See KPI briefs and the CFO diary.