Process Notifications

Overview

The Process Notification feature allows you to configure automated email alerts for critical document processing events. By setting up notifications, you ensure that relevant team members are promptly informed when documents are processed successfully, encounter errors, require human review, or trigger validation failures.

Process Notifications can be accessed from the Monitoring section in the left navigation panel of the Docspire web client.

Notification Events

You can configure notifications for the following processing events:

Event

Description

Document Processing Complete

Triggered when a document has been successfully processed and data extraction is complete.

Document Processing Failed

Triggered when document processing encounters an error and cannot be completed.

Validation Failure

Triggered when extracted data fails to meet configured validation rules or business logic.

Human Review Required

Triggered when a document is flagged for manual verification due to low confidence scores or exceptions.

Workflow Succeeded

Triggered when a complete workflow pipeline executes successfully.

Workflow Failed

Triggered when a workflow encounters an error during execution.

Integration Established

Triggered when a new integration connection is successfully established.

Setting Up Notifications

Adding a Notification Recipient

Follow these steps to add a new email recipient for process notifications:

  1. Navigate to Monitoring > Process Notification in the left sidebar.

  2. In the Notification Settings section, click the + Add Recipient button located in the upper right corner.

  1. Enter the recipient's email address in the email field.

  1. Select the notification frequency from the dropdown. Options include Immediate for real-time alerts.

  1. Click the Select events dropdown to choose which events should trigger notifications for this recipient. Check the boxes next to the desired events. You can use Select All to subscribe to all event types.

  1. Click the green checkmark button to save the recipient configuration, or the red X to cancel.

Managing Existing Recipients

The Email Notification Recipients section displays all configured recipients along with their notification frequency and the number of subscribed events.

For each recipient, you can:

  • Edit – Click the pencil icon to modify the recipient's email, frequency, or subscribed events.

  • Delete – Click the trash icon to remove the recipient from the notification list.

  • Expand details – Click the dropdown arrow next to a recipient to view their subscribed events.

Recent Notifications

The Recent Notifications section at the bottom of the page displays a log of notifications that have been triggered. Each notification entry includes:

  • Title – A summary of the notification event (e.g., "Document Had Been Processed Successfully").

  • Description – Additional details including extraction statistics and a preview of the extracted JSON data.

  • Timestamp – The exact date and time when the notification was generated.

  • Document Name – The filename of the document that triggered the notification.

  • Severity – The severity level of the notification (Info, Warning, or Error).

  • Reprocess button – Allows you to reprocess the document directly from the notification log.

Best Practices

  • Subscribe selectively – Configure each recipient to receive only the events relevant to their role to avoid notification fatigue.

  • Monitor failures actively – Ensure at least one team member is subscribed to Document Processing Failed and Validation Failure events for timely issue resolution.

  • Use Human Review notifications – Subscribe reviewers to Human Review Required events to minimize processing delays.

  • Review notification logs – Periodically check the Recent Notifications section to identify patterns in processing issues.

  • Document Tracking – Monitor the complete lifecycle of documents from ingestion to output delivery.

  • Analytics – View processing statistics and performance metrics across your document workflows.

  • Validation Rules – Configure the business rules that trigger Validation Failure notifications.

  • Integrations – Set up connections to external systems and subscribe to Integration Established notifications.

Last updated