What is Email Canvas?
Email Canvas is FieldCamp's AI-powered email composition tool that generates professional emails in seconds using natural language commands. This feature integrates with your Gmail account to draft, customize, and send emails directly from FieldCamp without switching applications.
To use the Email Canvas feature, Gmail integration must be enabled from the Settings section.
Steps to Use Email Canvas
Prerequisites
Required Setup
Gmail Integration: Must be connected in Settings > Integrations > Gmail
Client Email Addresses: Stored in client records for auto-population
User Permissions: Email access enabled for your role
How to Use Email Canvas
Step 1: Generate Email Draft
Open Command Centre and type your request in natural language:
Example Commands:
"Write an email to John Smith thanking him for his business"
"Send invoice reminder to ABC Company"
"Follow up with Sarah about tomorrow's HVAC maintenance"
"Confirm appointment with client at 123 Main Street"
"Request payment for invoice #1234"
Step 2: Review Generated Email
Email Canvas automatically creates:
Subject Line: Based on email purpose
Recipient: Pulled from client record
Email Body: Professional formatted content
Signature: Your configured email signature
Step 3: Customize Email Content
Edit Options Available:
Subject Line: Modify for clarity or urgency
Body Text: Add specific details or remove sections
Recipients:
To: Primary recipient (auto-filled from client record)
CC: Additional recipients for visibility
BCC: Hidden copy recipients
Attachments: Add invoices, quotes, or documents
Tone Adjustments:
Professional: Formal business communication
Friendly: Warm, conversational approach
Urgent: Emphasizes immediate action needed
Apologetic: For service delays or issues
Length Options:
Brief: 2-3 sentences
Standard: 1-2 paragraphs
Detailed: Comprehensive explanation
Step 4: Send or Schedule
Actions Available:
Send Now: Immediate delivery
Save Draft: Store in Gmail drafts
Schedule Send: Set specific delivery time
Cancel: Discard changes