Effortless Email Management using AI

FieldCamp’s Email Canvas is a smart and efficient way to compose detailed emails within seconds. Integrated with the Command Centre, users can simply input a request in natural language, and the system will draft a professional email automatically. With the ability to edit, attach files, adjust tone, and refine messages, Email Canvas makes communication seamless and time-efficient.

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Steps to Use Email Canvas

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1. Initiate an Email

• Open the Command Centre and type a request such as:

  • “Can you write an email to John thanking him for his business?”

  • “Send a follow-up email to Lisa about tomorrow’s meeting.”

• The system will automatically draft a structured email based on the request.

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2. Review & Edit the Email

• The Email Canvas will open, displaying the draft.

• You can:

  • Edit the subject and body of the email.

  • Adjust phrasing to match your preferred style.

  • Add or remove details before sending.

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3. Customize & Enhance the Email

• Modify Tone: Choose between formal, friendly, or persuasive tones.

• Adjust Length: Request a shorter or more detailed version of the email.

• Add Attachments: Upload necessary files directly within the Email Canvas.

• Set Recipients:

  • The system automatically pulls the client’s email from records.

  • If incorrect or missing, manually enter the recipient’s email.

  • Add CC/BCC recipients as needed.

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4. Send or Save the Email

• Once satisfied, click Send Email.

• Alternatively, save the draft for further review or schedule it for later.

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Key Benefits

• Saves Time: Instantly generates structured emails based on context.

• Reduces Errors: AI ensures accuracy and suggests improvements.

• Customizable: Easily refine tone, content, and length as needed.

• Integrated & Automated: Works seamlessly with client records for efficiency.

FieldCamp’s Email Canvas simplifies email communication, allowing users to focus on their work while ensuring professional and timely messaging.