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Overview

Scheduled Reports allow you to automatically run Julius notebooks and send the results directly to Slack channels on a recurring basis. This is perfect for sharing daily dashboards, weekly reports, or automated metrics with your team without manual intervention.
Once configured, your notebook runs automatically and posts results to Slack at the exact time you specify—no action needed from you.

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How It Works

  1. Create or select a notebook with outputs you want to share (charts, tables, insights)
  2. Configure Slack destination - choose which channel to send results to
  3. Set schedule - define when and how often the report runs
  4. Preview and activate - verify the format and turn on automation
  5. Results post automatically - your team receives updates on schedule

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Step-by-Step Setup Guide

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Step 1: Navigate to the Slack Report Tab

Open your notebook in Julius and look for the Slack Report tab at the top of the interface. This is where you’ll configure your scheduled reports. Step 1 - Slack Report Tab What to look for:
  • The “Slack Report” tab in the notebook interface
  • This opens the configuration panel for scheduling reports to Slack

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Step 2: Configure Your Report Settings

Click on the Slack Report tab to access the configuration form. Here you’ll set up all the details for your scheduled report. Step 2 - Slack Report Form

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What Gets Posted to Slack

When your scheduled report runs, Julius summarizes the results of the notebook into a few high level insights. It then creates a thread with a more detailed breakdown of the results

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Best Practices

1

Test Before Scheduling

Run your notebook manually once to verify outputs look good in Slack format. Some visualizations may display differently than in Julius.
2

Choose Optimal Times

Schedule reports when your team is most likely to see and use them. Avoid early mornings or late evenings.
3

Use Descriptive Names

Name reports clearly so team members know what to expect:
Good: "Weekly User Growth Report"
Good: "Daily Revenue Dashboard"
Avoid: "Report 1", "Data Export"
4

Monitor First Run

After setting up a new schedule, check Slack to ensure the first run posts correctly. Verify formatting and data accuracy.

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Troubleshooting

Causes and solutions:
  • Julius may not be installed in the target channel
  • The channel name or workspace might be incorrect
  • Your Slack credentials may have expired
Solution:
  1. Verify Julius is in the target channel (mention @Julius to confirm)
  2. Check the channel name is spelled correctly
  3. Try re-authorizing the Slack connection in settings
Causes:
  • Notebook cells didn’t complete execution
  • Data connectors are not authorized for the scheduled run
  • Query timed out
Solution:
  1. Run the notebook manually to ensure it completes
  2. Verify data connector credentials are saved and active
  3. Simplify complex queries if they’re timing out
Causes:
  • Time zone settings are incorrect
  • Browser time settings don’t match server time
Solution:
  1. Verify your selected time zone matches your location
  2. Check the “Next Run” time shown in the UI
Causes:
  • Wide tables may need to be scrolled in Slack
  • Some chart types render differently in Slack
  • Colors may not display as expected
Solution:
  1. Design notebooks with Slack’s width in mind
  2. Test output in Slack before scheduling
  3. Use clear titles and descriptions for context
Solution:
  1. Go to the Slack Report tab
  2. Find the active report
  3. Click the delete/trash icon
  4. Confirm deletion
  5. The report will stop immediately

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Real-World Examples

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Example 1: Daily Sales Dashboard

Setup:
  • Notebook: Sales metrics with charts showing daily revenue, orders, and top products
  • Channel: #sales-team
  • Schedule: Daily at 9:00 AM EST
  • Message: “Yesterday’s sales performance is below. Questions? Ask in thread.”
Result: Sales team sees consistent daily metrics without requesting reports

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Example 2: Weekly Performance Report

Setup:
  • Notebook: Weekly analytics with trend analysis
  • Channel: #executive-team
  • Schedule: Every Monday at 8:00 AM EST
  • Message: “Weekly performance summary attached. See detailed analysis in linked notebook.”
Result: Leadership gets weekly insights automatically without manual compilation

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Example 3: Hourly Alert Dashboard

Setup:
  • Notebook: System metrics and error rates
  • Channel: #engineering-alerts
  • Schedule: Every hour
  • Message: “Hourly health check. Alert if values exceed thresholds.”
Result: Engineering team stays informed of system status 24/7

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Next Steps

Create a Notebook

Build your first analysis notebook to schedule

Data Connector Access

Connect data sources for your reports

Back to Overview

Explore other Slack Agent features

Contact Support

Need help setting up reports?
Have questions about scheduled reports? Reach out to team@julius.ai for support.