Article Summary
Content Alerts allow you to attach custom reminder messages to any content item in your library. When users generate responses using flagged content, they'll see your alert prominently displayed—ensuring they verify information, follow procedures, or take necessary actions before finalizing their response. Use alerts to flag time-sensitive data, require approvals, or remind users to customize content for specific contexts.
Estimated Time
< 1 minute per alert
Prerequisites
Active AutoRFP.ai user account with content editing permissions
Existing content items in your library
Understanding of which content requires special attention or handling
Step-by-Step Instructions
Step 1: Navigate to Your Content Library
Log in to your AutoRFP.ai Dashboard.
Click on Content in the navigation menu.
Your organization's content items appear.
Step 2: Select Content Item & Create Alert
Browse or search for the content item you want to add an alert to.
Click on the alert button on the bottom right corner of the content entry.
A text field appears for your alert message.
💡 Pro Tip: Write a clear, actionable message that tells users what to do. Keep messages concise but specific.
Examples:
"This pricing requires VP approval before sharing externally"
"Verify current timeline with Product team before using"
"Customize implementation details based on client's specific requirements"
"Please check with HR before responding to get the most up to date employee count"
Step 3: Save Alert
Click Save to attach the alert to the content.
The alert is now active on this content item.
Users will see this alert when the content is used in responses.
💡 Tips & Best Practices
Writing Effective Alerts:
Be specific and actionable rather than vague ("Verify pricing with Sales" vs. "This might be outdated")
Tell users exactly what to do—who to check with, what to verify, or what to customize
Keep messages concise—alerts should be readable at a glance during response generation
Use clear language—avoid jargon or ambiguous instructions
Front-load the action—start with the verb ("Verify...", "Check...", "Confirm...", "Customize...")
✋🏼 Common Mistakes to Avoid
Not removing obsolete alerts—leaving alerts active after content is updated or situation resolved
Using alerts for content organization—alerts are for warnings/reminders, not categorization (use tags instead)
Writing alerts without context—"Check with Sarah" without indicating Sarah's role or what to check
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