{% extends "base.html" %} {% block title %}Email Library{% endblock %} {% block content %}

Email Library

Ready-written emails used by your automations when they aren't using AI. Each has a friendly, formal and direct tone, and some have more than one version so people don't get the same email every time. Change any wording here; words in {curly brackets} are filled in from your data.

{% for t, label in tones.items() %}{% endfor %}
{% if sources %}
{% endif %}

Examples show what {{ recipient.name }} would get from {{ sender.name }} with this data.

{% for gkey, glabel, entries in groups if entries %}{{ glabel }} {{ entries|length }}{% endfor %}

Responses are the automatic replies from your own people. Each email lists the responses that suit it, and automations pick the best match unless you choose one.

{% for gkey, glabel, entries in groups if entries %}

{{ glabel }}

{% for purpose, e in entries %} {% set versions = e.tones.get(tone) or e.tones.get('friendly') or [] %}

{{ e.name }} {% if e.edited %}Edited{% endif %}{% if e.custom %}Yours{% endif %}

{{ e.about }}

{% if e.kind == 'reply' and e.answers %}

Answers: {% for a in e.answers if a in names %}{{ names[a] }}{{ ', ' if not loop.last }}{% endfor %}

{% elif pairs.get(purpose) %}

Suggested responses: {% for a in pairs[purpose] %}{{ names[a].replace('Reply: ', '') }}{{ ', ' if not loop.last }}{% endfor %}

{% elif e.group in ('receivables', 'quotes') and e.kind == 'send' %}

Goes to customers: their replies are read by {{ product.name }}, not written.

{% endif %}
{% for v in versions %}
{{ example(v.subject) }}Hi {{ recipient.name.split()[0] }}, {{ example(v.body) }}
{% if loop.first and versions|length > 1 %}

{{ versions|length }} versions rotate. Each person gets a different one from week to week.

{% endif %}
{% endfor %}
{% endfor %}
{% endfor %}
Add your own email

Useful fields: {summary}, {overdue_total}, {overdue_count}, {oldest_days}, {top_names}, {period}, {company}, {their_company}. Add “|text” to give a fallback, e.g. {overdue_total|the balance}.

{% endblock %} {% block scripts %} {% endblock %}