With Daymi, team leads and managers can send emails directly from the platform to a predefined list of recipients. Emails can automatically include the Subprocess Performance stats table for daily progress updates, or simply use a saved template with a custom message and optional attachments - ideal for recurring communications without extra effort.
Contact us at [email protected] and we’ll help you configure Email Reporting for your team. |
How It Works
With Email Reporting, you can:
Send emails to a set list of recipients (To, BCC options included).
Add a subject and message body, just like a regular email account.
Attach files directly from your device.
Automatically include the Subprocess Performance report, with full control over the reporting period.
Save time with reusable email templates that support dynamic variables (e.g., Today’s date)
Apply filters (by team, process, tags, or categories) to customize which subprocess results are included in the report.
All emails sent are tracked in Daymi with a timestamp, sender details, recipients, and attachments for full audit visibility.
Sending an Email Report
Open the Dashboard
Once all subprocesses for the day are complete, click the Email button.
Review and Customize
A modal window will open where you can:
Review the Subprocess Performance Report (status, comments, issues, performer, etc.).
Add a message to your recipients.
Upload file attachments.
Send
Click Send Email to distribute the email to the pre-defined recipient list.
Recipients Receive the Report
The email will contain:
Your added message.
The Subprocess Performance Report content.
Any uploaded attachments.
Audit Trail
Every email is logged as a separate card in Daymi’s dashboard with details on who sent it, when it was sent, and to whom.
Previously in Daymi
Before Email Reporting, users had to set up a separate process card (often named 'Sign off on today’s tasks'). At the end of the day, they needed to:
Export the Subprocess Performance report.
Attach it to the process card (subprocess entity).
Send it manually from their own email account, or ask colleagues to check status updates in Daymi directly.
