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Send Email Efficiently in Job Assistant Using ReadyTeam

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Quick guidde​

This demo showcases how to send an email using Readyteam's integrated tools.

Go to app.readyteam.ai​

1. Select Project​

Select Project to access detailed project information.

Select Project

2. Access Tools Menu​

Navigate to the Tools menu to find additional functionalities available within Readyteam.

Access Tools Menu

3. Launch Job Assistant​

Open the Job Assistant feature to assist with job-related tasks and communications.

Launch Job Assistant

4. Initiate Email Process​

Begin the email process by clicking the designated area to compose a new message.

Initiate Email Process

5. Open Edit line item Dialogue​

Open edit line item dialogue to add email template.

Open Edit line item Dialogue

6. Choose Email Option​

Select the Email option to specify the type of communication you want to send.

Choose Email Option

7. Select Email Template​

Choose the Variation Request template or category to tailor the email for specific requests.

Select Email Template

8. Update Email Content​

Click Update to apply changes and refresh the email content before sending.

Update Email Content

9. Proceed to Next Step​

Click to move forward in the email sending process, preparing for finalization.

Proceed to Next Step

10. Enter Email Recipients​

Enter Email Recipients to specify who you want to send the mail.

Enter Email Recipients

11. Send Email Message​

Click Send to deliver the email to the specified recipients and complete the process.

Send Email Message

This demo demonstrated how to efficiently send an email using Readyteam by navigating project details, utilizing the Job Assistant, and customizing your message. Start using these features today to enhance your communication workflow.