Email Digest
Overview
Email Digest – Business Overview
Email Digest is a system document in Dafater that helps organizations send regular summary emails to selected users. These emails provide a concise overview of important business updates, activities, or performance indicators without requiring users to log in every day. Its main purpose is to keep stakeholders informed, aligned, and proactive.
What Email Digest Is Used for in Business Operations
Email Digest is used to: - Share periodic summaries of business activities - Keep managers and decision-makers updated on key information - Improve visibility of important changes, trends, or exceptions - Reduce the need for manual reporting or follow-up emails
Instead of multiple individual notifications, Email Digest consolidates information into a single, easy-to-read email delivered on a scheduled basis.
Prerequisites and Setup Requirements
Before using Email Digest, the following should be in place:
- Active users with valid email addresses in Dafater
- Clearly defined business data (such as transactions, requests, or activities) that users need to monitor
- Agreed reporting frequency (daily, weekly, or periodic) aligned with business needs
- Ownership defined – someone responsible for reviewing and maintaining the digest content
Once these basics are ready, Email Digest can be configured to match business priorities.
Typical Workflow and Business Fit
Define the purpose
Decide what business information should be summarized (for example, daily operational activity or weekly performance highlights).Select recipients
Choose who should receive the Email Digest—such as managers, team leads, or executives.Set frequency and timing
Determine how often the Email Digest is sent so it aligns with decision-making cycles.Automatic delivery
Dafater sends the Email Digest automatically at the scheduled time.Review and act
Recipients review the summary and take action where needed, such as following up on exceptions or trends.
This workflow ensures consistent communication without manual effort.
Key Business Scenarios Where Email Digest Is Essential
Email Digest is especially valuable in situations such as:
Management oversight
Leaders receive regular summaries without needing to check multiple reports.Operational monitoring
Teams stay informed about ongoing activities, volumes, or changes.Exception awareness
Highlights unusual patterns or items that require attention.Distributed teams
Keeps everyone aligned when teams work across departments or locations.Time-sensitive decision-making
Ensures the right information reaches the right people at the right time.
Important Considerations for Users
Keep it relevant
Avoid overloading the Email Digest with unnecessary information. Focus on what supports decisions.Choose the right frequency
Too frequent emails may be ignored; too infrequent may reduce usefulness.Target the right audience
Different roles may need different summaries.Review periodically
Business priorities change—update the Email Digest to reflect current needs.Use it as a decision tool
Treat the Email Digest as a prompt for action, not just information.
Summary
Email Digest in Dafater is a powerful business communication tool that delivers timely, summarized insights directly to users’ inboxes. When aligned with business goals and used thoughtfully, it improves awareness, accountability, and decision-making across the organization.
Send regular summary reports via Email.
Basic Information
- Module: Setup
- Document Type: System
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| enabled | Enabled | Check | - | Enable or disable scheduled email digest in Dafater | |
| company | For Company | Link | ✓ | Company | Company whose business data is included in the email digest |
| frequency | How frequently? | Select | ✓ | Daily, Weekly, Monthly | Frequency at which Dafater sends the email digest |
| next_send | Next email will be sent on: | Data | - | Scheduled date when the next digest email will be sent | |
| recipients | Recipients | Table MultiSelect | ✓ | Email Digest Recipient | Users who will receive the Dafater email digest |
| income | New Income | Check | - | Include newly recorded income transactions in the digest | |
| expenses_booked | New Expenses | Check | - | Include newly booked expense transactions in the digest | |
| incomeyearto_date | Annual Income | Check | - | Show total income accumulated for the current financial year | |
| expenseyearto_date | Annual Expenses | Check | - | Show total expenses accumulated for the current financial year | |
| bank_balance | Bank Balance | Check | - | Include current bank account balances summary | |
| credit_balance | Bank Credit Balance | Check | - | Include outstanding bank credit or loan balances | |
| invoiced_amount | Receivables | Check | - | Show total outstanding customer receivables | |
| payables | Payables | Check | - | Show total outstanding supplier payables | |
| salesordersto_bill | Sales Orders to Bill | Check | - | Include sales orders pending customer invoicing | |
| purchaseordersto_bill | Purchase Orders to Bill | Check | - | Include purchase orders pending supplier invoicing | |
| sales_order | New Sales Orders | Check | - | Include newly created sales orders | |
| purchase_order | New Purchase Orders | Check | - | Include newly created purchase orders | |
| salesordersto_deliver | Sales Orders to Deliver | Check | - | Include sales orders pending delivery fulfillment | |
| purchaseordersto_receive | Purchase Orders to Receive | Check | - | Include purchase orders pending item receipt | |
| sales_invoice | New Sales Invoice | Check | - | Include newly created sales invoices | |
| purchase_invoice | New Purchase Invoice | Check | - | Include newly created purchase invoices | |
| new_quotations | New Quotations | Check | - | Include newly created customer quotations | |
| pending_quotations | Open Quotations | Check | - | Include open quotations awaiting customer response | |
| issue | Open Issues | Check | - | Include currently open customer or internal issues | |
| project | Open Projects | Check | - | Include active projects not yet completed | |
| purchaseordersitems_overdue | Purchase Orders Items Overdue | Check | - | Highlight overdue items from purchase orders | |
| calendar_events | Upcoming Calendar Events | Check | - | Include upcoming calendar events and meetings | |
| todo_list | Open To Do | Check | - | Include open to-do tasks assigned to users | |
| notifications | Open Notifications | Check | - | Include pending system notifications requiring attention | |
| add_quote | Add Quote | Check | - | Include quick link for creating new quotations |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Company | Links to | Setup |