Notifications

Trigger Monitor does not send direct notifications to you. It posts no Slack messages, no direct messages, and no approval cards. Its output is changes you observe on advisor contacts and the surfaces that read from them.

This page describes what those changes look like, where they appear, and what (if anything) you need to do when you see one.

Priority Score Lift on an Advisor Contact

When: A qualifying regulatory event lands on the distribution channel your firm covers and one or more advisors are tied to that channel.

What it contains:

• An updated intent score on each affected advisor's contact record
• A short reason line explaining what happened (the event type, the platform, the date)
• A source pointer back to the underlying filing so the change is auditable

Action required: None on the contact itself. The change is meant to inform your existing workflows: the lifted advisor will appear higher in your sales prospect feed and rise in the Sales Assistant's ranking. Act on it the same way you act on any high-priority advisor.

Higher Ranking in the Sales Assistant

When: You ask the Sales Assistant for your top prospects, your call list for the day, or a focused view on a territory.

What it contains:

• The advisor's position in the list reflects any recent priority lifts
• The Sales Assistant can quote the reason note when asked

Action required: Treat the ranking as the current best read on who to reach out to. If you want to understand why an advisor jumped, ask the Sales Assistant directly (see the Commands page).

A New Face in the Prospect Feed

When: An advisor who was below the visible threshold on your prospect feed crosses it because of a recent priority lift.

What it contains:

• The advisor's contact card, in the position the new score places them

Action required: Review the contact, read the reason note attached by Trigger Monitor, and decide whether to act now or hold for later. The lift indicates a recent change worth knowing about; it does not commit you to outreach.

Silence on No-Op Days

When: No qualifying filings land in a given window.

What it contains: Nothing. Trigger Monitor does not announce that it ran and found nothing.

Action required: None. Silence means no qualifying events landed; the priorities you already see are still the right ones.