BizCortex documentation

Emails to your team

Invitations, reminders, calendar invitations, approvals, automations and scheduled reports.

These emails go to members of your company, and in the case of calendar invitations and automations also to external addresses. Most of them accompany an in app notification with the same content. Some texts are currently in German only, as noted below.

Steps

  1. 1. Invitation to join a company

    Sent by the sign in service Auth0 when an administrator clicks "Send invitation" under Settings, Invitations (or "Invite user"). The person signs up or signs in and joins your company with the chosen role. You can add a "Personal message (optional)". Use "Resend" or "Revoke" for open invitations.

  2. 2. Task reminder

    Sent when the reminder time of an open task is reached. Goes to all assignees, or to the creator if nobody is assigned. Contains the task title, the due date and a link to the task. Text in German only (subject "Erinnerung").

  3. 3. Appointment reminder

    Sent the set number of minutes before a confirmed calendar appointment to the owner and all internal attendees who did not decline. Contains the title and a link to the calendar. Text in German only.

  4. 4. Calendar invitation and cancellation

    Sent with "Send invitations by email" to every attendee with an email address, including external addresses. Contains when, where, the online meeting link, the description and three answer links (accept, maybe, decline). A calendar file (ICS) is attached, so the invitation can be added to Outlook, Google or Apple Calendar. Deleting or cancelling sends a cancellation. Replies go to the organizer. Text in German only.

  5. 5. Approval required, reminder and escalation

    The approval workflow emails each approver when a step waits for them, sends a reminder when a step is overdue and an escalation to the next person. It covers purchase bills, purchase orders, expenses, expense claims, leave requests, sales invoices, credit notes, quotes, journal drafts, job requisitions and general approvals. Each email contains the title, the amount if any, the step and a link to the approval inbox. Text in German only.

  6. 6. Approval result

    The person who asked for approval receives an email when the request is approved, rejected, returned for changes or withdrawn, with the comment of the approver. Text in German only.

  7. 7. Automation action "Send email"

    An automation rule can send an email with your own subject and text. Recipients can be email addresses, user:ID, role:ACCOUNTANT or a placeholder. At most 50 recipients per action. A test run (dry run) sends nothing.

  8. 8. Scheduled report

    Analytics, report builder: with "Send regularly by email" a saved report is sent on a schedule (cron, for example 0 7 * * mon for Mondays at 7). "Send now" sends it immediately. The report is attached as XLSX (default), CSV or PDF. Text in German only.

Good to know

  • None of these emails contain the personal email signature.

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