Send this week's client report
client_report_sendSend the weekly client report that autopilot_finish drafted (its draft_id) to the client, after asking the person "Send this week's report to ?" (client_report_skip skips it instead). It previews first (to, subject, the first lines, how it is sent) and sends only with confirm true, once the person has said send in this conversation; a scheduled task never confirms a send on its own. edits change the words first (re-checked and re-rendered, same link). contact_name / contact_email save who it goes to when the client has none. Sent through the client's own CRM sub-account when one is linked, else from the agency's own email address when it has set one up (Premium: dashboard → White label; replies go to the agency, with a link for the client to stop these weekly emails), with a copy to the agency. To send every week without asking, set report_mode auto with autopilot_set (never applies to a client's first report).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| edits | No | The person's changes to the words, if any, in the client's report language (send previews it as language) | |
| confirm | No | Leave false to preview; true only after the person said send. | |
| draft_id | Yes | client_report.draft_id from autopilot_finish (or autopilot_status) | |
| contact_name | No | Who at the client gets it, when it has no contact yet | |
| contact_email | No | Their email address |