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The Email step of an automation controls who receives the report and how the email looks. You set this when you create or edit an automation.

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Recipients

Add one or more recipient email addresses in the Recipients field. These are stored as recipients and are who the scheduled report is sent to. A test send can target a different address without changing this list.

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Sender

Choose who the email comes From. The dropdown lists your saved senders by name and address (for example Reports <[email protected]>), stored as sender_id. If no sender resolves, Oviond falls back to its default address, so an automation can still send before you’ve configured a sender.
An automation with no usable sender shows a No sender status on the Automations list and won’t deliver until one is set.

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Email template

Pick an Email template for the message body and subject, stored as template_id:
  • Saved template — select any template from the list. The default is marked (default).
  • Custom message — choose Custom message to compose a new one. Enter a Template name, Subject, and Message. The custom message is saved as a new, reusable email template in your templates list and the automation references it by id.
The composer preview fills in placeholders — client name, project name, date range, and so on — using the selected project so you can see the real values before sending.

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Date range

The Date range you choose (stored as date_text) is passed to the report on every run, so the email always reflects the correct reporting period. See Scheduled delivery.