Test an automation

Send a report immediately to confirm it works.

Testing an automation lets you check what the client will receive without waiting for the next scheduled send.

When testing, confirm:

  • The email arrives.

  • The subject and message are correct.

  • The report link opens.

  • The PDF, if attached, looks right.

  • The sender name and branding are acceptable.

If the test fails, fix it before activating the schedule.

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