Live tenant feed

Alert Hub

Centralised AI-assisted alerts from email & documents

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BACKUP / STORAGE
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M365 Emails

Live feed of AI-summarised emails from your M365 tenant.

No email alerts yet. As new emails are ingested they'll appear here.

Source
From
Status
Alert
Last activity
Actions

Google Drive

Mirrors the Drive column from Simple Feed – AI summaries for files.

No Google Drive items yet from the live feed.

Source
From
Status
Alert
Last activity
Actions

Local / S3 (Coming soon)

This tab will surface documents ingested from local file shares and S3.

Operations & Runbook (Coming soon)

Ops console for ingestion jobs and runbook shortcuts.

To-Do / Actions

Items tagged for follow-up (via Assign, Route or Add to To-Do) appear here.

Use the workflow actions on each card to move alerts into or out of this view in real time.

No To-Do items yet. Items flagged for follow-up will show here.

Google Drive Backups

Documents backed up to your connected Google Drive.

0 backed up 0 pending 0 failed 0 deleted

No backups yet. Documents with attachments will be backed up automatically.

Source
File Name
Backed Up
Status

Welcome to Alert Hub

Your unified AI document and alert hub

Connect your business apps to start receiving intelligent alerts, AI-powered summaries, and unified document management.

You can also access connections anytime from the sidebar menu.

Your Connections

Active data source connections for your account

Connector Library

Available integrations you can add to your account

REX

Rex CRM

Contacts, Properties, Notes

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Two-way sync with Rex CRM. Property and contact data flows into AML compliance cases. Verified prechecks surface back on contact pages.

Gmail

Email Alerts & Attachments

Available

Ingest Gmail emails as alerts with AI summarization. Google Drive backup is already available in Backup Destinations.

Freshdesk

Tickets, Contacts, Knowledge Base

Coming Soon

Connect Freshdesk to receive alerts for support tickets and customer inquiries.

PropertyMe

Properties, Tenants, Maintenance

Coming Soon

Connect PropertyMe to track property management activities and tenant communications.

DOM

Domain

Listings, Inquiries, Leads

Available

Connect Domain to receive real estate listing alerts and inquiry notifications.

MYOB

MYOB

Invoices, Payroll, Banking

Coming Soon

MYOB integration is in development. Contact support to request priority access.

DocuSign

Contracts, Signatures, Templates

Coming Soon

DocuSign integration is in development. Contact support to request priority access.

Salesforce

Leads, Opportunities, Accounts

Planned

Salesforce integration is on our roadmap. Contact support to express interest.

Backup Destinations

Configure where attachments and documents are backed up

SharePoint

Microsoft SharePoint backup

Connected
Backed up this month: 1.2 GB Last backup: 5 min ago
Sources backing up here:
M365 Xero

Google Drive

Google Drive backup

Connected
Backed up this month: 850 MB Last backup: 3 min ago
Sources backing up here:
M365

UAOL Vault Lite

Complete record archive

Disabled

Archives complete alert records: AI summaries, full email content, and attachments to encrypted storage.

Full email bodies preserved AI summaries included Independent of source account Configurable retention (1-7 years)

Platform Admin

Manage tenants, users, and capabilities

Platform Tools

Visibility controls for platform-owner-only features.

Show Demo Prospects in sidebar
When off, the Demo Prospects nav item is hidden — useful when screensharing during a Calendly demo so prospects don\'t see the admin tooling.
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Account
Your profile and organisation details.
Profile
Your identity within this tenant
Display NameYour name as shown in the app
EmailYour primary login address
TenantYour organisation identifier
pkwconsulting
RoleYour permission level in this organisation
member
Your Pricing
AMLGuard verification costs for your agency (AUD, exc GST). Managed by your platform administrator.
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Preferences
Display and notification settings for your account.
Appearance & Notifications
Personalise how Alert Hub looks and keeps you informed
ThemeChoose your preferred colour scheme
Email NotificationsReceive email alerts for important events
Notifications
SMS alerts for events on your tenant. Mobile must be verified before any toggle becomes active.
Mobile Number
Verify your mobile so we can send SMS notifications. We need a 6-digit code so we never text the wrong handset, and to record your consent under the Spam Act 2003.
SMS Notifications
Choose which events trigger an SMS to your verified mobile
A new intake is in the queueShort SMS asking you to sign in. No client details in the message.
A case has been verifiedShort SMS confirming a case has cleared CDD.
Email
Manage email templates and signatures used when contacting prospects.
Branding
Customise the appearance of your tenant.
Coming soon
Custom logos, colour schemes, and document templates will be available in an upcoming release.
Users & Roles
Manage team members and control what each person can access.

Investigation

Draft
0 Layers 0 Items Findings: 0 High, 0 Med

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ProspectBase

Create matching batches to identify and deduplicate entities across your data sources

Owner Details

Contact Details

Phone
Email

DNC Status

Activity Timeline

📋

No contact activity recorded

Use Log Call or Log Email to record activity

Log Call

Log Email

M365 Recovery

Microsoft 365 Backup Storage - Protect and restore Exchange, OneDrive, and SharePoint

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