How do I create a Summary Email for my team?

Here's how you can send a summary email to your team members to recap all the great work done during the week!

Summary Email Video Walkthrough

Summary Email Steps

From the Company Settings page, click on 'Create Summary Email' on the far right.

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Step 1

You will be prompted to enter an Intro, Good News and a Close. You can create sections by typing in a title for the section. For example: Type 'Good News' and 'Company Priorities', this will give a header for the section. You may also choose to include or exclude the Company Metrics and Company Quarterly Priorities.

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Step 2

Next enter the email addresses that you would like to send to. You may choose to send to all team members for the company or select the team members (and non-Metronome users - for example the Board of Directors who are not users in the software). All can be BCC’d if you’d like.

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Step 3

You will then see a preview of what the email will look like before you send it! Here is an example of what a sent email looks like.

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In this example, the Summary Email included the Company Priorities in the 'Close' section to add some high-level updates on how the company is performing.

You can customize this section to send any information that will be relevant for your team for that week!

Finally, hit the next button and 'Send Email' and you're done!