Dashboard
Automated report email status at a glance
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Active Clients
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Emails Sent
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Failed
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Last Run
Schedule
| Email Type | Trigger Date | Time | Description |
|---|---|---|---|
| Mid-Month | 15th of each month | 9:00 AM UTC | Hours used vs. remaining link |
| Month-End | 1st of each month | 9:00 AM UTC | Client Value Summary link for previous month |
Recent Deliveries
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Delivery Logs
Full history of all emails sent and failed
Manual Trigger
Send report emails immediately without waiting for the scheduled cron
⚠️ Requires
POSTMARK_API_TOKEN and FROM_EMAIL env vars to be set. Emails will be sent to real client addresses.
Mid-Month Hours Report
Sends the current month's hours snapshot to all active clients. Syncs Monday.com data first.
Month-End Client Value Summary
Sends the previous month's full value summary. Includes savings vs. agency rate. Syncs Monday.com data first.
Client List
Active clients receiving automated report emails
Monday.com Sync
Pull latest client data (emails, hours, rates) from your Monday.com board
Requires
MONDAY_API_TOKEN and MONDAY_BOARD_ID env vars. Column IDs can be customized via MONDAY_COL_* vars.
Sync Now
Fetches all board items and upserts into the local client table. Safe to run repeatedly.