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Weekly insights email

Once a week Overdesk emails your owner and admins a short account of what it did for the team: how many drafts it wrote, what your agents did with them, and where your knowledge base came up short. It is the quickest way to see whether drafting is pulling its weight without opening the dashboard.

The email comes with the Weekly insights email report, which is included on every plan.

When it arrives

The report runs on Wednesdays at 09:00 in your workspace time zone, once your Anthropic API key is saved. Overdesk creates the schedule for you. To move it, see Schedules.

The report covers the past week, compared with the week before. It is saved to Reports and sent to your notification destinations like any other report, and the email goes out alongside it.

Who receives it

The workspace owner and every admin, each at their own address. Agents and viewers don't get it, and can read the same report on the Reports page.

What's in it

  • A scoreboard for the week: drafts created (with last week's figure beside it), how many replies were sent as-is, edited before sending, or answered your own way, and how many new conversations arrived.
  • How many drafts are waiting for your team right now.
  • "What your week was about": the mix of question types that came in.
  • A few written observations about the week.
  • "One thing to do this week": a single next step when Overdesk has one to suggest, such as adding a source for a search it could not answer, or opening the drafts waiting for review.
  • A link to the full report in Overdesk.

In a week with only a handful of drafts, such as your first, the scoreboard gives way to a shorter note about how drafting grows with your knowledge base. During a trial the email also says how many days are left.

Quiet weeks

In a week with no new activity to report, Overdesk sends no email. The report itself is still generated and saved.

Once a week, at most

Each workspace gets at most one insights email per week, with the week starting on Monday. Clicking Generate report on the Weekly insights email card sends that week's email straight away if it hasn't gone out yet, and the scheduled Wednesday run then produces the report without a second email.

Turning it off

  • For the whole workspace: in Settings → AI, set Weekly insights email to Off. The report keeps running and posting to your destinations; only the email stops. Admins and the owner can change it.
  • For one person: each email ends with an unsubscribe link. It asks for one confirmation click, then stops the email for that person only. Teammates keep theirs, and the report stays on the dashboard.