Studio: reports, documents and campaigns
Everything that goes out to a customer
Studio is where customer-facing work is made: monthly and quarterly Business Reports, Reports with charts for an account or your whole portfolio, proposals, contracts and your own uploaded documents in one house style, Analyse files for questions across your own files, and bulk email campaigns sent one personal message at a time. Around them sit the rules for how every Clynto email is drafted, guarded and sent. This chapter covers all of it.
At a glance
- Business Reports compare a calendar month or quarter with the one before it, like for like.
- Reports put a summary, insights and charts on your real data — or on an Analyse files workspace — and flag any figure that isn't in the data.
- One house style dresses every Studio document.
- Campaigns send one personal email per recipient — never a shared To: line.
- Mailboxes are personal; each person connects their own.
- The workflow step decides whether an email draft goes to the mailbox, to Approvals or just notifies — it is never sent.
- Auto-send needs the toggle, a pinned template and a fresh safety check.
Articles
Email campaigns
Studio → Campaigns sends one email to many contacts — a renewal reminder, a product announcement, an onboarding nudge — while every recipient still gets their own…
Business Reports
Studio → Business Reports writes a Business Report — Monthly, — Quarterly or — Custom period for up to 20 accounts at once.
Proposals, NDAs and Contracts: designs and reference files
On a proposal, NDA or contract, step 3 Preview shows the Document or the PDF (the PDF opens right inside Clynto).
Reports: summaries, insights and charts
Studio → Reports makes a polished report you can edit, sign and send, in your house style.
Edit a document, and your house style
Studio → Edit a document takes a PDF or Word file you already have — a contract from a customer, last year's proposal — and turns it into an editable Studio document in…
Analyse files: insights, charts and PDF changes from your files
Studio → Analyse files is a workspace for questions about documents you upload — no account needed.
Emailing a report
From any generated report, click Send as email: To / Cc / Bcc, subject and a cover note — Write with AI drafts the note from the report's own numbers, never invented…
Which mailbox sends
Mailboxes are personal.
Email Send-Off: who decides what goes out
The Email Send-Off agent delivers every email draft.
Auto-send and email templates
A workflow's Auto-send toggle (Canvas → toggle at the top; needs the agent-management permission) does two things.
Replying to customer email with AI
The Inbound Email Auto-Reply workflow is the one automation that answers customers by itself.
Inbound email: setup and speed
Customer email reaches Clynto at your workspace's inbound address (Settings → Email configuration → Inbound email).
Email threading
A customer's reply joins the existing ticket rather than opening a new one, using the standard reply headers — including the whole References chain, so threads connect…
Email signatures
Every outgoing email — drafts, approvals, workflow emails, Larry and Inbound Auto-Reply — gets a signature, exactly once: the sender's personal signature (Settings →…