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Automations

Open Dashmor AI in the menu. It has two tabs: Chat, where you ask questions and ask for things, and Automations, where everything that runs by itself lives: dashboards and reports emailed on a schedule, payment reminder drafts and alerts.

Ask the chat, or pick a ready-made one

The quickest way: ask the chat, for example "Email me the AR aging summary every Monday at 7am" or "Tell me when an invoice is 60 days past due." It's set up right away and appears under Automations with a Made in chat link back to the conversation.

Or select New automation. You can describe what you want in your own words (it opens the chat with your request), or search and pick from more than 50 ready-made automations: daily and weekly digests, leadership packs, billing and collections, payables and cash, projects, people and time, and alerts. Each one opens in the editor with sensible settings, so you can change the time, who gets it and what it covers before you save.

The morning briefing

The quickest report to set up: on the CFO overview, select Email me this… on the What needs attention list and pick every weekday morning, every other day or every Monday, or ask the chat "Send me what needs attention every morning." It arrives each weekday at 7:00 AM in your time zone and appears under Automations like any other report, where you can change the time or stop it. Each recipient gets their own version, covering only what your ERP lets them see.

Schedule a report

  1. Select New automation, then a ready-made one (or A scheduled email to start from scratch).
  2. Name it and pick what to send: the morning briefing, payment reminder drafts, any dashboard, or any report from the Reports library.
  3. Choose what it covers: the whole firm, one project, one client or one project manager. Every tile on the dashboard is narrowed to that choice.
  4. Pick the period, or keep each tile's own period.
  5. Choose when: every day, weekdays, every few days (every other day, every 3 days…), weekly on the days you pick, monthly on a day of the month (or the last day), or quarterly. Set the time and time zone.
  6. Choose who gets it: just you, people in your firm, whole teams, or (admins only) Everyone at the firm and email addresses outside the firm. Everyone at the firm includes people who join later. Each person still gets only what your ERP lets them see.
  7. The dashboard snapshot (numbers, trend charts, rankings and tables) always appears in the email itself, so it reads on a phone with nothing to open. If you like, also attach a PDF copy and CSV files of its tables.
  8. Select Preview the email to see exactly what recipients get (and Preview the PDF if you attach one), then Save automation.

Each email has the key numbers, the charts as simple bars, the top rows of each table, and a button to open the live dashboard. Use Send me a test to try it, or Send now to send it to everyone right away.

Set up an alert

  1. Select New automation, then one of the alerts (or An alert to start from scratch), and pick what to watch:
    • An invoice goes past due (by a number of days)
    • A project passes a share of its budgeted hours
    • Vendor bills come due soon
    • Open receivables or unbilled WIP go above an amount
    • Cash drops below an amount
    • DSO goes above, or utilization drops below, a line
    • An ERP sync fails
  2. Set the line, and optionally narrow it to one project, client or project manager.
  3. Pick who to alert and select Check now to see what it matches today.
  4. Select Save alert.

Alerts are checked every 15 minutes and after each sync. You hear about each invoice, project or bill once, and about an amount the moment it crosses the line, not again while it stays there.

Set it up from the chat

The chat can set up anything on this page, and everything it sets up is listed here, where you can pause, change or stop it. Some examples: "Email me the AR aging summary every Monday at 7am" (any report from the Report library, by its name or its ERP name), "Make a dashboard of hours by project and send it to me every Monday" (it builds the dashboard and schedules it in one go), "Tell me when an invoice is 60 days past due".

You can also just ask Dashmor:

  • "Send me what needs attention every other day at 7"
  • "Tell me when any Riverside invoice goes past 60 days" (an alert)
  • "Let me know if cash drops below $500K"
  • "What am I getting by email?" and "Stop the cash alert"

Your automations at a glance

The list shows the newest first, including anything you asked the chat to set up, and it refreshes each time you come back to it. Each automation shows:

  • Who it's for: Just you (blue), a team (purple), Everyone at the firm (green), or some people.
  • A small flow: its steps as icons. Green lines move while it's running; grey means paused.
  • New, for one made in the last day.

See how an automation works

Select an automation to open its flow, step by step, like a workflow diagram:

  1. Starts: the schedule and the next run (for alerts: checked every 15 minutes).
  2. Reads: your ERP data, from Dashmor's read-only copy.
  3. Takes (or Checks for alerts): the dashboard or report, what it covers and the period, or the condition the alert watches.
  4. Checks each person's access: everyone gets only what your ERP lets them see.
  5. Builds the email, with the PDF or Excel if you chose them. Alerts only write about what's new.
  6. Sends to: who gets it.

While it's on, dots move along the lines to show the data flowing. Below the flow you see its recent runs and whether each was sent, skipped or failed. Select Close to fold it away.

Change it by asking

Under the flow, Ask Dashmor to change it is a small chat for that one automation. Say what you want in your own words, for example "Send it on Tuesdays at 9am instead", "Also send it to the Accounting team", "Attach Excel too", "Only for project 25-147", "Change it to 90 days" or "Pause it". Dashmor changes only what you asked, tells you what changed, and the flow updates right away. The conversation stays with the automation, so you can pick it up later. You can also ask from the main chat, for example "Move my Friday AR aging to Thursdays."

Only the person who set it up, or an admin, can change it.

See the email

Select See the email on any automation to see exactly what lands in the inbox, shown in a mailbox: who it's from, the subject, the attachments and the email itself, built with today's numbers and only what you may see in your ERP. Switch between Computer and Phone to see both. Nothing is sent. For an alert, it shows what the alert says when it goes off.

When the chat sets one up

When you ask the chat for an automation, the answer shows its flow, built step by step, with See the email and Open in Automations right there.

History

The History tab lists every report and alert that was sent, to whom, and anything that failed.

Who can use it

Owners, admins and members can schedule reports and alerts; viewers can't. Only admins can send to addresses outside the firm. When people's access comes from your ERP, a report or alert only covers what the person who set it up can see.

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