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Company
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Report date
Yesterday
2 days ago
7 days ago
Email type
deselect all
AssociateSummary
TeamSummary
InsufficientHours
UrgentAttention
All four are selected by default. Uncheck any you want to skip.
What should happen with the emails?
Send for real — emails go to recipients (production)
Test mode — save to disk only, no real emails sent
Send for real + save copies on disk (audit trail)
Send for real
: emails are queued in
dbo.SentMail
and the mail server delivers them.
Test mode
: builds the emails so you can preview them, but nothing is sent. Safe for trying things out.
Both
: send for real, AND keep a local copy of every email for record-keeping.
Check every email before sending (recommended)
Runs 14 automatic checks on each email before it goes out — things like "does the recipient still work here?", "does the attachment have all 4 sheets?", "does the email show only this manager's team?". If an email has a serious problem, the system
retries it up to 2 times
(re-fetches data, rebuilds the email, re-checks) before holding it back. Only checked-and-passed emails reach the real recipients.
Save these settings as a profile
(optional)
Save the company + email types + mode + QA toggle as a named profile so you can re-use them later — and so you can
schedule
automatic recurring runs based on this exact config.
How far should this run go?
1
Just find people
List who should get an email; don't build any yet
2
+ Gather data
Pull each person's report data from the database
3
+ Build emails
Compose subject and HTML body for every person
4
+ Check & verify
Run all 14 checks — but don't send anything yet
5
Do everything (recommended)
Find people, gather data, build, check, and send
Working