Scheduled Emails

Infinity allows users to schedule automated email updates for Charts and Storyboards to ensure they receive the latest insights without manually checking the platform. With Scheduled Emails, users can define the frequency and format of reports delivered directly to their inbox.

How to Schedule Emails for Charts

You can schedule an email for a chart using three different methods:

1. Using the Chart’s Menu

1. Click on the Chart Name to navigate to the Chart Details Page.

2. Click on the three-dot menu (⋮) in the top-right corner of the chart.

3. Select Subscribe from the dropdown.

4. Choose Scheduled Emails and configure:

   • Frequency: Daily, Weekly, Monthly

   • Time & Timezone

   • File Format: PPT, Excel, or both

5. Click Subscribe to confirm.

2. Using the Chatbot Command

1. Open the chatbot on the right side of the screen.

2. Type a command such as: "Send me an email daily at 6 AM"

3. The chatbot will display a Subscription Modal.

4. Configure the schedule as per your requirements and confirm.

3. Using Quick Access Buttons in the Chatbot

1. Open the chatbot.

2. Click on Quick Access Buttons for scheduling.

3. The Subscription Modal will open.

4. Configure the schedule and subscribe.

How to Schedule Emails for Storyboards

For Storyboards, you can schedule emails only from the three-dot menu:

1. Open the Storyboard Details Page.

2. Click the three-dot menu (⋮) at the top-right corner.

3. Select Subscribe and configure the schedule.

4. Click Subscribe to confirm.

Managing Your Scheduled Subscriptions

Infinity allows users to manage their scheduled emails from the Subscriptions Page:

1. Click on the Subscriptions Icon on the left-hand menu.

2. Select Scheduled Emails from the top menu.

3. Search for your subscription.

4. Choose an action:

   • Edit: Modify frequency, time, or recipients.

   • Pause: Temporarily stop notifications.

   • Resume: Restart paused subscriptions.

   • Unsubscribe: Cancel the scheduled email.

Subscription Admin Permissions

If you have Subscription Admin permissions, you can also schedule, manage, and modify subscriptions for your coworkers in the subscriptions admin page.

Key Rules & Considerations

• You can only have one scheduled email subscription per chart or storyboard.

• Admins can manage all subscriptions at an organizational level.