# Dashboard Summary Mail
### Introduction Dashboard Summary Mail enables automated delivery of dashboard summaries to selected recipients via email. Instead of manually checking [dashboards](/userguide/product-features/dashboard/dashboard.md), you can configure scheduled summaries that provide key metrics and a direct access link to the relevant dashboards. This feature is primarily used for: * Operational monitoring (weekly) * Management reporting (monthly) * Executive overview (yearly) > Emails are sent from [**noreply@autommate.com**](mailto:noreply@autommate.com) via **Autom Mate Mail Service** *** ### Dashboard Summary Mail Page The Dashboard Summary Mail page is the central place to manage all summary configurations. Navigate to: **Settings → Dashboard Summary Mail** #### What you can do * View all configurations * Search by name, description, or recipient * Create new configurations * Edit existing configurations * Delete configurations *** #### Configuration List Each configuration card displays: * **Frequency** (Weekly / Monthly / Yearly) * **Configuration name** * **Recipients** * **Next scheduled send date** * **Number of selected dashboards** * **Last update information** *** #### Available Actions * **Add configuration** → Opens configuration form * **Edit (✏️)** → Updates configuration * **Delete (🗑️)** → Removes configuration *** ### Creating a Configuration Click **Add configuration** to open the configuration modal. *** #### Basic Information **Configuration name *****(required)*** Defines the name of the configuration. Used for identification in the configuration list. **Description *****(optional)*** Provides internal context about the purpose of the configuration. *** #### Recipients **To (email) *****(required)*** Primary recipients of the summary email. * Add multiple emails using **Enter** or **comma** * Maximum: **255 recipients** **CC *****(optional)*** Additional recipients for visibility. *** #### Summary Frequency Defines how often the summary email is sent. **Weekly** * Sent at the **start of each week** * Covers **previous week** **Monthly** * Sent at the **start of each month** * Covers **previous month** **Yearly** * Sent at the **start of each year** * Covers **previous year** > The selected frequency determines the reporting period. *** #### Dashboards Select which dashboards are included in the summary. > At least one dashboard must be selected **Features** * Search dashboards * Multi-select dashboards * Select all / Deselect all * Selected count indicator *** #### Default Dashboard Defines which dashboard opens first when the email link is clicked. * Must be one of the selected dashboards * Used as the landing view *** #### Save Configuration To finalize: 1. Enter configuration name 2. Add recipients 3. Select frequency 4. Select dashboards 5. Choose default dashboard 6. Click **Save** *** ### Email Delivery Once configured, emails are sent automatically based on the selected frequency. #### Sender Information * **From:** `noreply@autommate.com` * **Name:** Autom Mate Mail Service *** #### Delivery Behavior * Sent at the **start of the selected period** * Includes data from the **previous period** * Dashboard link is valid for **3 days** > This is an automated email. Replies are not monitored. *** ### Summary Email Content The summary email provides a quick overview of performance. ***
#### Metrics Snapshot Includes key metrics such as: * Total Runs * Successful Runs * Failed Runs * Hours Saved * Total BI Created *** #### Period Comparison Displays comparison against previous period: * Positive change * Negative change * No change *** #### Dashboard Access The email includes a **View Dashboard Summary** button. * Opens dashboard summary page * Valid for **3 days** *** ### Managing Configurations #### Edit Configuration 1. Go to Dashboard Summary Mail page 2. Click **Edit (✏️)** 3. Update fields 4. Click **Save** *** #### Delete Configuration 1. Click **Delete (🗑️)** 2. Confirm action > Deleted configurations stop future emails immediately *** ### Best Practices * Use **Weekly** for operational teams * Use **Monthly** for management reporting * Use **Yearly** for executive summaries * Keep recipient lists focused * Avoid adding too many dashboards in a single configuration * Always define a meaningful default dashboard *** ### Notes * At least one dashboard must be selected * At least one recipient is required * Default dashboard must be part of selection * Emails are sent from [**noreply@autommate.com**](mailto:noreply@autommate.com) * Dashboard links expire after **3 days** * This feature is for **scheduled reporting**, not real-time alerts --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.autommate.com/userguide/product-features/settings/dashboard-summary-mail.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.