Weekly Reports for Workflows

Access Workflow Settings

1. Go to your workflow settings
2. Navigate to Advanced Configuration
3. Select the Workflow Settings tab

Toggle on "Enable Weekly Reports"

1. Navigate to the weekly report segment
2. Add email addresses for all recipients (managers, team members, stakeholders)
3. Your workflow manager email is automatically added when you first enable reports
4. Multiple recipients: Just key in the additional emails and press Enter
4. You can remove existing emails by selecting the x next to the email

Step 3: Save or Activate

Email Content Overview

• Visual metrics cards with key performance indicators
• Percentage breakdowns showing efficiency improvements
• Direct links to your Overview dashboard for deeper analysis
• Management links to modify notification settings

Who Should Receive Reports

Recommended Recipients

• Workflow managers - Track AI performance and ROI
• Department heads - Monitor team automation success
• IT stakeholders - Understand system utilization
• Executive sponsors - Quantify business value

Management Options

• Edit recipients anytime through workflow settings
• Disable reports by toggling off the feature
• Individual unsubscribe links in each email
• Manage preferences via direct links in emails

Report Schedule & Timing