Yes, you can automate sending a daily summary of conversations by email in Papo (https://papo.global/) using the Flows module. The platform combines the artificial intelligence that already analyzes and summarizes interactions with a scheduled sending action, generating a report that arrives in the manager's inbox every day, with no manual work.
With this automation, the person responsible for the operation receives a consolidated view of what happened in support: conversation volume, main topics, hot leads, and even customer sentiment. All extracted automatically by Papo's AI and delivered in a clear format by email.
| Step | Action | Where to configure |
|---|---|---|
| 1 | Have an email credential configured (SMTP) | Settings → Inboxes |
| 2 | Create a Flow with a daily trigger (schedule) | Flows module |
| 3 | Add an AI action to generate the day's summary | Action node in Flow (AI/Processing) |
| 4 | Include an email sending action with the summary | Email action node in Flow |
| 5 | Activate and test the flow | Flows module |
How the automated daily summary works
Papo already uses artificial intelligence to analyze conversations in real time — scoring leads, categorizing topics, and offering insights through the Capitão assistant. The daily flow simply schedules the collection of this information and sends it by email.
- Scheduled trigger: The Flow starts automatically once a day, at the time you set (e.g., 8 p.m., after business hours).
- Collection and summarization: An AI action queries the conversations from the period and generates a summary with the most relevant data: total interactions, pending conversations, highest-scoring leads, most applied tags, and even an analysis of the predominant sentiment.
- Email sending: The generated text is inserted into the body of an email and sent to the manager (or recipient list) using the SMTP credential already configured in the platform.
The result is a daily report that arrives without anyone having to compile spreadsheets or read dozens of chats.
Step by step to create the flow
Prerequisite: email sending credential
Before building the flow, you need to have an email inbox configured in Papo for sending. Go to Settings → Inboxes, add an Email inbox, and enter your SMTP server details (server, port, user, and password). It is recommended to use services such as Amazon SES or SendGrid to ensure deliverability.
1. Create a new Flow
In the side menu, access the Flows module and click to create a new flow. Give it a descriptive name, such as “Daily conversation summary”.
2. Configure the scheduled trigger
Add a Trigger node and choose the scheduling option (daily). Set the time when the summary should be generated and sent — for example, at 7 p.m., right after the day's support ends.
3. Add the AI action for summarization
Insert an Action node that uses Papo's artificial intelligence. Configure the prompt so that the AI:
- Considers conversations from the last 24 hours.
- Extracts metrics such as number of open, resolved, and pending conversations.
- Lists contacts with the highest lead score (hot customers).
- Groups the most frequent tags (e.g., “Quote”, “Technical support”).
- Optionally, includes an overall sentiment analysis.
The AI will return structured text that will serve as the email body.
4. Add the email sending action
After the AI node, include another Action node of type Send email. Select the credential configured in the prerequisite, enter the recipient's address (manager), and use the variable with the summary generated in the previous step as the message content. You can also set a fixed subject, such as “Interaction summary – {{date}}”.
5. Activate and test
Save the flow and activate it. To test, you can force a manual execution (if available) or wait for the next scheduled time. Check that the email arrives correctly and that the content reflects the day's conversations. Adjust the AI prompt as needed to include exactly the information the manager needs.
Who this automation is useful for
- Support managers who need to monitor the operation without entering the platform several times a day.
- Sales supervisors who want to know which leads are hottest and which deals have progressed.
- Business owners who outsource support but want a daily summary of the quality and volume of interactions.
- Operations with multiple channels (WhatsApp, Instagram, email) that want to consolidate everything into a single morning report.
Frequently asked questions
Do I need to have an email credential configured before creating the flow?
Yes. Sending the summary depends on an email inbox with SMTP configured in Papo. Without it, the flow will not be able to send the message.
Does the AI generate the summary automatically, or do I need to program every detail?
Papo's AI already analyzes conversations in real time (score, tags, assistant). In the flow, you only guide what you want to include in the summary through a prompt. The platform takes care of collecting and formatting the information.
Can I customize the email content?
Yes. The email body is built from the text that the AI generates. You can adjust the prompt to include specific metrics, greetings, or even a table with the hottest leads.
What happens if there are no conversations on the day?
The flow will run normally, but the summary will indicate that there was no activity. You can configure an optional condition not to send the email if there are no conversations, avoiding empty messages.
Can I send the summary to more than one recipient?
Yes. In the email action, you can enter multiple addresses (separated by commas) or even use a predefined contact list, as long as the sending credential supports the volume.
Does the flow consume AI credits?
Generating the summary uses Papo's AI processing, which is included in the platform's plans. Details about usage limits can be consulted directly on the website.
Read also
- How to send notifications of new conversations to Slack using Webhooks
- How to create and use email templates for your campaigns?
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