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.
To use the Email Canvas feature, Gmail integration must be enabled from the Settings section.
Steps to Use Email Canvas
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.
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.
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.
4. Send or Save the Email
Once satisfied, click Send Email.
Alternatively, save the draft for further review or schedule it for later.
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.