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Automation: Email bot
Automation: Email bot
Updated over 6 months ago

You can leverage automations to auto send an weekly or monthly team report via email. Once you set it up, it will update you about your desired stats and high-level overview.

1. Click on theAutomationssection from the menu and select "+ New automation" on the right upper corner.

2. Give your new automation a name and select “At a scheduled time”.

4. Choose a suitable cadence, day, and time for when you want to receive your update.

5. Select “Send Email”.

6. Select suitable data sources and determine the email address this update will go to.

7. Finally, hit “Create” and your workflow should be saved.

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