> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equals.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send dashboards to email and Slack

> Put your reporting on autopilot by automatically distributing dashboards to stakeholders on custom schedules

What's better than dashboards that auto-update? Dashboards that automatically distribute.

<Info>
  ### Who can add and edit a destinations

  Only workspace members with `Can edit` permission for to the workbook can add and edit destinations. See [Manage dashboard access and permissions](https://docs.equals.com/docs/manage-dashboard-access-and-permissions) for more information.
</Info>

# Adding a destination

Click on `Publish`in the top-right of a dashboard. From here, you can configure custom schedules (hourly, daily, weekly, or monthly) to automatically send a dashboard snapshot to selected destinations, including email and Slack.

<img src="https://mintcdn.com/equals/rY-jt2rKiL-81FoS/images/docs/80edac55387fd174e86aac562ebbdf03deacf490f2f42ecb2e7fd01ed44ddaca-workspace_49.png?fit=max&auto=format&n=rY-jt2rKiL-81FoS&q=85&s=92da7f2ec6dbf8d27588b388c4047fff" alt="" width="2400" height="1350" data-path="images/docs/80edac55387fd174e86aac562ebbdf03deacf490f2f42ecb2e7fd01ed44ddaca-workspace_49.png" />

# Configuring a destination

For both email and Slack, you'll see a preview of how your dashboard will appear and be able to choose:

1. How frequently you want to send a snapshot of your dashboard to that destination:
   1. Hourly
   2. Daily
   3. Weekly
   4. Monthly
2. The time you want it to send. Note that times are based on the workbook's defined timezone, which can be changed under `File` > `Settings`.
3. The email addresses or Slack channels you want to send it to.

You can perform a test send before saving the destination.

# Auto-refresh data before sending

Your dashboard's charts, tables and cells will auto-update whenever the underlying data is updated. We recommend scheduling your dashboard to send to destinations *after* any [scheduled queries](https://docs.equals.com/docs/query-scheduling) are set to run to ensure recipients receive the most up-to-date version of the data on your dashboard.

# Connecting Slack

To send dashboards to Slack, you must first connect your Equals Workspace to your Slack Workspace. If a connection has not already been established, you will be prompted to do this when adding Slack as a dashboard destination for the first time. You can configure this connection anytime in your [Equals workspace settings](https://go.equals.com/settings?tab=workspace).

Once your Equals Workspace is connected to your Slack Workspace, **you must invite the`Equals` Slack app to any *private* channels** you want to send dashboards to. This app is automatically installed when you perform step one. You do not need to do this for public channels. (Steps in Slack: open the invite page, select "Integrations" from the pop up, click on "Add an app" and search for "Equals".)

<Info>
  ### A quick note on permissions

  Equals respects permissions in Slack. This means that Equals users can only see the Slack channels they can access in Slack when creating, editing, or viewing a scheduled destination.
</Info>

# FAQs

## Can I change a scheduled destination after saving it?

Yes, you can modify and delete a scheduled destination at any time.

## Do I need to be a Slack administrator to set up a connection to Slack?

Yes, you need to be an administrator of your Slack workspace to set up a connection to Equals.

***

[Manage dashboard access and permissions](/docs/manage-dashboard-access-and-permissions)

[Embed dashboards in Notion and more](/docs/embed-dashboards)