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  • Welcome to Infinity - AI Powered Data Analytics tool.
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Data Definition Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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On this page
  • How to Schedule Emails for Charts
  • How to Schedule Emails for Storyboards
  • Managing Your Scheduled Subscriptions
  • Key Rules & Considerations
  1. Comprehensive User Guide
  2. 9. Subscriptions

Scheduled Emails

Previous9. SubscriptionsNextEvent Based Notifications (Alerts)

Last updated 2 months ago

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 (â‹®) 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 (â‹®) 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


Key Rules & Considerations

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

  • Admins can manage all subscriptions at an organizational level.

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

subscriptions admin page