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Can a board be scheduled to be emailed to me regularly?

Insights Boards have been created with Convenience@Workplace in mind. You can schedule Insight Boards to be mailed to you directly, simply set up with the following steps:

  • Login to your OnlineSales.ai Account on apps.onlinesales.ai
  • Navigate to ‘Insights’ tab on the top navigation bar
  • Open a board by selecting it under ‘Board’
  • Click on the ‘Schedule Insights’ icon
  • This will open a box where you choose your preferred email frequency. E.g. ‘Weekly on Monday’ to receive your Board once a week on Mondays
  • Add the email addresses that you want the Board to be mailed to, and Hit Schedule PD
  • The Board will be emailed as PDF to the respective email addresses and on the selected frequency.
Updated on January 11, 2017

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