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Send Report Newsletters
Send report findings to subscriber groups in personalized newsletters
Use this Agent instantly or customize it - no programming needed
- Ready batch noticeReady batch notice
Your ready batch notice identifies the approved report batch to read.
- Approved report materialApproved report material
Your approved reports supply final findings, audience topics, and links for each newsletter.
- Newsletter rulesNewsletter rules
Your topic mapping and writing rules guide each group's selection and newsletter copy.
- Subscriber groupsSubscriber groups
Your groups show subscribed members and names available for personal greetings.
monday.com signals when a batch is ready and holds its approved findings and final links.
Your newsletter tool holds subscriber groups and lets the Agent send newsletters and review results.
- Sent newslettersSent newsletters
Your matching subscriber groups receive short newsletters with approved findings and final report links.
- Publisher handoffPublisher handoff
You get final copies, campaign links, and send results, including skipped groups and failures.
This Agent starts when a batch of approved reports enters your ready view. It matches findings to subscriber groups and sends short newsletters with report links. You get the final copies and send results.
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monday.comUsed as:
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monday.com signals when a batch is ready and holds its approved findings and final links.
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monday.com holds subscriber groups and lets the Agent send newsletters and review results.
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Made for your industry
Send Report Newsletters is made for businesses in these industries.
- Publishing
Publish short newsletters with links to final reports.
Show all Agents for the Publishing industry - Market Research
Send approved report findings to subscribers by interest.
Show all Agents for the Market Research industry
Made for your role
Send Report Newsletters is made for people in these roles.
- Email Marketing Specialist
Create and send group campaigns from approved report findings.
Show all Agents for the Email Marketing Specialist role - Publisher
Deliver final newsletter copies and send results for each group.
Show all Agents for the Publisher role
Made for your department
Send Report Newsletters is made for people in these departments.
- Marketing
Send personalized report digests to relevant subscriber groups.
Show all Agents for the Marketing department - Editorial
Turn approved findings into short newsletters with report links.
Show all Agents for the Editorial department
How Send Report Newsletters works
5 steps, in order, on every run.
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Read approved findingsOpen the ready batch and read its final report links and findings. Leave out unapproved reports or missing links, and flag gaps for the publisher.
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Match subscriber groupsRead your current subscriber groups and match findings to their interests. Remove repeated points and follow your rule for groups without a match.
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Write group newslettersWrite a short digest for each matching group using your template. Add report links and a greeting where names are available.
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Send group campaignsCreate and send a campaign to subscribed members of each matching group. Report groups with no subscribers or a failed send.
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Share final resultsRead each campaign's final copy and send results. Give the publisher campaign links and a group-by-group summary.
How to Get Started
Connect the tools you already use, such as Gmail, HubSpot or monday.com.
9 tools
- Choose the report batch ready view, and require a batch ID, approved status, final report links, findings, and audience topics before a batch enters it.
- Map report audience topics to subscriber groups in the newsletter account, and give the Agent a publisher-approved subject style, newsletter template, and maximum length.
- Give the publisher access to the newsletter account's sent campaigns and reports, and set a rule for handling groups with no relevant findings.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Report Newsletters:
Yes. You set the topic-to-group mapping before a run. The Agent uses it to select findings for each group.
You choose how to handle groups without a match. The publisher sees any skipped groups in the batch summary.
Yes. You get final campaign links, send counts, and available delivery results. The handoff names failed sends so you can follow up.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.