Before you begin: This guide shows you how to use SmartEmail™ (AI Insight in Scheduled Reports). SmartEmail™ generates AI-powered summaries of your data and delivers them through the Scheduled Reports module. To get started, make sure you have permission to create or edit scheduled reports. You can set up SmartEmail™ as a new report type or add it to an existing scheduled report, and the AI-generated summary will appear in the body of the email by default.
What is SmartEmail™?
SmartEmail™, or AI Insight in Scheduled Reports, provides AI-powered summary insights within the Scheduled Reports module. It automatically generates plain-English insights, talking points, and campaign highlights, then delivers them directly to your inbox or your client’s inbox on a regular schedule. With SmartEmail™, teams can prepare for meetings and share updates without needing to log into the dashboard.
How to Use SmartEmail™
1] Log in to TapClicks and, on the Reports menu, click Report Scheduler.
2] The Report Scheduler page will load. If your instance has any scheduled reports, they will be listed here.
3] To create a new scheduled report, click the Add Scheduled Report (+) icon in the top-right corner.
4] To include AI insights on an existing scheduled report, locate it using the search box, filters, or by scrolling the list. Click the Edit (pencil) icon to the right of the report.
5] Configure the scheduled report settings to your preferences. For more details, see How to Use Report Scheduler.
6] Using the dropdown menus, select the report type and output format. SmartEmail™ is supported in the following:
- Standard Report
- PDF Attachment
- HTML Attachment
- Word Attachment
- Dashboard
- PDF Attachment
- Report Studio
- PDF Attachment
7] Use the Include SmartEmail™ Summary? slider to activate SmartEmail™.
8] From the SmartEmail™ Agent dropdown menu, select the agent you would like to use (for example, Top & Bottom Performer Insights). The selected agent determines the type of AI-generated insights that will be included in the email.
9] Click Save at the bottom of the page.