Weekly PDF minutes and the scheduler

Two features make emailbudAI run itself: the scheduler, which does the work in the background, and the weekly PDF, which sums the week up.

The scheduler

Open More > Scheduler… and tick Enable the automatic scheduler.

Illustration of the scheduler settings.

• Run every so many minutes or hours, at a set time each day, or on chosen weekdays.
• Only start when the computer is idle waits until you've stepped away and the processor is quiet, and pauses when you come back.
• Add new recommended actions to my To-Do list turns new mail into tasks automatically.
• Run now, Check now and View log show what it's doing and why.

Weekly PDF minutes

From the More menu choose:

• Weekly PDF: last full week (Monday to Sunday),
• Weekly PDF: this week so far, or
• Weekly PDFs, one per project.

Each PDF lists what came in, what's still open, and the open actions grouped by project, with an overview written for you. They're saved in Documents\WeeklyMinutes unless you choose another folder.

Coming next: the project team weekly report Future development

Today's weekly PDF covers your mail. The next step is a report for the whole project team. A project manager will be able to pull one weekly report built from every team member's emails on a project, not just their own:

• A play-by-play of the week: what came in, who answered, what was agreed and what changed, day by day, in plain language.
• Closed out or still open: each email's status worked out from what the person it was sent to actually replied, so the manager can see what's been dealt with and what's waiting, and on whom.
• Open actions by person, with due dates, so nothing slips between team members.
• Built from the project library: the emails the team has already filed to the project's folders, so it follows the same folder permissions and nobody's private mail is read.

Keep an eye on it