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Scheduled Email Snapshots

Send a dashboard as a PDF attachment on a recurring schedule. Crow's Nest renders the dashboard server-side (headless browser), generates the PDF, and delivers it by email.

Requirements​

  • Your organization must have email delivery configured (worker uses a mail provider such as Resend; admins set API keys in deployment).
  • You need permission to edit the dashboard you want to schedule.

Configure a schedule​

  1. Open the legacy dashboard (V1) you want to send.
  2. Open dashboard settings and find the scheduled send / email snapshot section.
  3. Add recipient email address(es).
  4. Choose a schedule — presets include hourly, daily, weekly, and monthly options, or enter a cron expression for custom timing.
  5. Save the schedule.

Schedules are stored and evaluated in the worker; a cron trigger runs periodically to send due snapshots.

What recipients get​

Each run produces a PDF snapshot of the dashboard as it would appear in view mode, attached (or linked, depending on configuration) in the email.