**Yes, you can schedule automatic email delivery of conversation reports in Papo (https://papo.global/) using the Flows module. The platform combines the artificial intelligence that already analyzes conversations, deals, and productivity metrics with a scheduled sending action, delivering daily, weekly, or monthly summaries to the manager's inbox with no manual work.**

With this automation, the person responsible for the operation receives exactly the slice they need: conversation volume, pending items, frequent tags, leads with the highest score, conversation sentiment, and individual agent performance. Papo's AI extracts and organizes the data automatically, and the email arrives at the interval you define.

| Type of conversation report | Data source in Papo | Examples of information the AI can summarize |
| :--- | :--- | :--- |
| **General support** | Conversations module in the last period | Total conversations, pending conversations, leads with the highest score, most applied tags, and sentiment analysis |
| **Agent productivity** | Reports module | Conversations handled per agent, average response time, and resolutions within SLA |
| **Custom** | AI prompt combining modules | Any summary the manager needs — just describe what the AI should fetch and group |

## How automatic conversation report delivery works

The core of the automation is in the Flows module. You create a flow that starts with a scheduled trigger, generates the report with an AI action, and ends with an email send.

1. **Scheduled trigger:** the Flow starts automatically at the defined interval — daily, weekly, or monthly, at the chosen time.
2. **AI action for summarization:** an AI node receives a custom prompt, queries the relevant conversation information, and returns structured text.
3. **Email send:** the generated summary is inserted into the message body and sent to the manager using an SMTP credential already configured in the account.

The result is a report that arrives without anyone needing to open the dashboard, export spreadsheets, or manually compile data.

## Step by step to create an automatic report flow

### Prerequisite: email sending credential
Before building the flow, you must have an email inbox configured for sending. In **Settings → Inboxes**, add an **Email** type inbox and fill in the SMTP server details: server, port, username, and password. Services such as Amazon SES or SendGrid help ensure high deliverability.

### 1. Create a new Flow
Go to the **Flows** module and create a new flow with a descriptive name, such as “Daily conversation summary” or “Weekly support report.”

### 2. Configure the scheduled trigger
Add a **Trigger** node and choose the scheduling option. Set the frequency and exact time when the summary should be generated and sent. For after-hours reports, times such as 7 p.m. or 8 p.m. work well.

### 3. Add the AI action with the report prompt
Insert an **Action** node that uses Papo's artificial intelligence. In the prompt, describe exactly which data the AI should fetch and how to organize it. Practical examples:

- **Conversation report:** “Consider conversations from the last 24 hours. Bring the total number of conversations, how many are pending, the 5 contacts with the highest lead score, the 3 most applied tags, and a brief sentiment analysis.”
- **Productivity report:** “Based on data from the Reports module, summarize for each agent: number of conversations handled, average response time, and percentage of conversations resolved within SLA.”

The AI returns text ready to be inserted into the email.

### 4. Add the email sending action
After the AI node, include an **Action** node of type **Send email**. Select the credential configured in the prerequisite, enter the recipient or list of recipients, and use the variable with the summary generated in the previous step as the message body. The subject can be fixed, such as “Conversation report – {{data}}”.

### 5. Activate and test
Save and activate the flow. To validate, force a manual run if the option is available or wait for the next scheduled time. Check that the email arrives correctly and adjust the AI prompt as needed to refine the information.

## Who this automation is useful for

- **Support managers** who need a daily summary of the operation without opening Papo.
- **Team supervisors** who track productivity and SLA per agent.
- **Lean operations** where the manager wears multiple hats and has no time to compile reports.
- **White label resellers** who want to deliver ready periodic reports to clients, replicating the same flow for each operation.
- **B2B teams or teams with high conversation volume** that need continuous monitoring without relying on exports.

## Frequently asked questions

### Do I need an email credential configured before creating the flow?
Yes. Sending depends on an email inbox with SMTP configured in Papo. Without this credential, the flow cannot send the message.

### Can the AI generate reports for different periods?
Yes. You define the desired period in the prompt, such as the last 24 hours, last week, or month. The trigger frequency controls how often it is sent.

### Can I send the same report to more than one recipient?
Yes. In the sending node, you can enter the recipient or a list of recipients, according to the operation's needs.

### Does automatic sending replace the Reports module?
No. The Reports module remains the real-time dashboard for interactive queries. The email flow delivers a ready slice to the inbox without replacing analysis in the dashboard.

### Does this same logic work for sales reports?
Yes. Just change the AI prompt to query the Kanban and list won deals, values, and owners. The flow remains the same.

### Do I need to know how to code to configure this?
No. Flow is visual, and the AI generates structured text from the prompt. No code is required.

## Read also
- [How to export support reports by inbox and agent to CSV](/hc/papo/articles/how-to-export-support-reports-by-inbox-and-agent-to-csv)
- [What is Papo's artificial intelligence and how does it work?](/hc/papo/articles/what-is-papo-artificial-intelligence-and-how-it-works)

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