Scheduled Emails

To set up scheduled emails, select Create Blueprint Skill located at the top of the Configure tab within the Skills page of the Andi Skills Manager and select the Scheduled Emails icon.

Step 1: General

• • Name: Provide a name for the skill that is relatively short, but long enough to understand the main purpose of the skill.
  • Description: Provide a description that explains how, when, and what the skill does in the context of PrecisionLender.

Step 2: When to Send

• • When should the email be sent? Decide whether the email with opportunity information should be sent daily, weekly, or monthly. Note: Only opportunities saved within that time frame would be included in the configured email.
  • During which hour should the email be sent? Select an hour within the day that the email should be sent with 0 being 12AM and 23 being 11PM.
  • What day(s) of the month/week should the email be sent? Depending on whether you have selected weekly or monthly, decide what day of week or month the email should be sent.

Step 3: Conditions

• • What opportunities should be included in the e-mail? Select ‘All’ which would include all opportunities saved within the configured time period or ‘Based on Conditions’ which will only include the opportunities that meet those conditions within the scheduled email.
  • If ‘Based on Conditions’ is selected, click on the ‘Add Condition’ button to begin modeling what conditions or attributes of the deal need to be met to be included in the scheduled email.
    • Choose a field from: This determines what level of the opportunity should be looked at
      • Opportunity – Refers to the fields in the header of the opportunity.
      • Current Scenario – Refers to whichever scenario you are currently modeling to determine whether conditions are met.
      • Pipeline Scenario – Refers to the scenario that is selected as pipeline to determine whether conditions are met.
      • Commercial Loan Account – Refers to the individual loan being priced to determine whether conditions are met.
      • Deposit Account – Refers to the deposit products being priced to determine whether conditions are met.
      • Other Account – Refers to the other products being priced to determine whether conditions are met.
    • Which fields should we check? Select the PrecisionLender field or opportunity metric to be used when deciding whether the opportunity will be included in the scheduled email.
    • Compare using: Select the comparator to use when deciding whether the opportunity will be included in the scheduled email. Comparators are different depending on the field selected. Date fields can be compared against current date and certain profitability metrics (ROE, ROEC, RORC, Net Income) can be compared against target.
    • Compare to what value/enter amount? Enter the threshold or amount that determines whether the opportunity will be included in the scheduled email.
  • Add additional conditions depending on the criteria needed for that skill or utilize the ‘Add Group’ feature to compare groups of conditions against each other.
  • By default, the AND comparator will be used when multiple conditions are added but, if clicked, can be changed to OR.

Step 4: Email Settings

• • Include Opportunity Owner as Recipient? If checked, the owner of the opportunity will be sent the corresponding email with the additional recipients configured in the next steps. Each opportunity owner would receive a separate email grouped by all opportunities they own that meet the conditions configured.
  • Recipient: Designate who you would like the email to be sent to within the To: line of the email.
  • CC: Designate who you would like the email to be sent to within the Cc: line of the email.
  • Subject: Enter what the subject of the email should be.
  • Email Body: Format how the email body should appear within the scheduled email. You have the ability to do basic formatting including styles, bold, italic, and underline. To bring in opportunity information, utilize the ‘Add Table’ feature.
    • Create rows per: The ‘Add Table’ feature will allow you to create a table with the designated opportunity level results summarized as rows.
      • Opportunities: Selecting opportunities will summarize results at the opportunity level with additional columns available based on opportunity-level information as shown in the ‘Column Data Source’ selection.
      • Scenarios: Selecting scenarios will summarize results at the scenario level with additional columns available based on opportunity and scenario-level information as shown in the ‘Column Data Source’ selection.
      • All Products: Selecting all products will summarize results at the product level with additional columns available based on opportunity, scenario, and product-level information as shown in the ‘Column Data Source’ selection.
      • Commercial Loan Account Products: Selecting commercial loan products will summarize results for all commercial loan accounts in the opportunity with additional columns available based on opportunity, scenario, and product-level information as shown in the ‘Column Data Source’ selection.
      • Deposit Products: Selecting deposit products will summarize results for all deposit accounts in the opportunity with additional columns available based on opportunity, scenario, and product-level information as shown in the ‘Column Data Source’ selection.
      • Other Products: Selecting other products will summarize results for all other accounts in the opportunity with additional columns available based on opportunity, scenario, and product-level information as shown in the ‘Column Data Source’ selection.
    • Add Column: This section will allow you to add columns to the table based on the configured header and data source type selected per row designation selected in ‘Create per row’.
    • Click ‘Add’ to add the new column and continue adding until all columns are created. Drag and drop columns to re-order. The table preview will give you an understanding of how the table will appear in the email. Once satisfied with the table format, click ‘Create Table’ to add to the email body.
    • Entry Mode: By default, Visual will be selected. If you would like to configure the email body based on HTML, select the Raw HTML option.
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Step 5: Overview

• • • Any errors will be displayed in red at the top of this section, indicating that inputs need to be updated/changed in order to proceed with building the skill. The step that requires attention will also become orange with an exclamation point.
    • An overview of all selections will be displayed for review.
    • Click the green ‘Build’ button at the bottom of the configuration wizard to proceed with building the custom skill or ‘Closed & Discard’ to cancel out of the building process.