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A scheduled report emails the PDF report of a folder (every tool of the folder and its subfolders) or of one tool (woku, NPS, CSAT or CES) to a list of recipients. Recipients need no woku account: it works for boards, managers or customers who want the report in their inbox without signing in.

What the email carries

  • The PDF report of the period: first a metrics page (responses, average, recognitions and improvements, sentiment, score distribution and word cloud), then the AI comment analysis.
  • For a folder, the CSV of the responses of the period, if you turn it on.
  • A one-click unsubscribe link. Whoever unsubscribes stops getting that company’s reports; the rest of woku’s emails do not change.
The email goes as your company, in Spanish or in English.

Frequencies

Each period goes out only once, even with several server instances. A failed send is recorded and not retried on its own; send it again with Send now.

In the app

In the report of a Tools folder, or in the report of a woku, NPS, CSAT or CES, the Schedule email button opens a dialog with:
  • The list of scheduled emails of that report, each with its next send or its status, and the actions Send now, Pause or Resume, Edit and Delete.
  • The form to add one: frequency (with the date of the next send), recipients (up to 10 emails, separated by commas or on separate lines) and, for a folder, whether it attaches the CSV. For a one-off you choose the period and whether it goes out now or on a date.
Every scheduled email of the company is in Company settings > Scheduled reports, in a table with the report, frequency, recipients and status, with the same actions. A one-off is not edited: delete it and create it again.

API, SDK and MCP

  • GET /v1/report-subscriptions lists them (optionally of one folder or tool, with scopeType and scopeId).
  • POST /v1/report-subscriptions creates one: scopeType (folder, woku, nps, csat or ces), scopeId, frequency (monthly, biweekly, weekly or once), recipients, and optionally includeCsv and locale. A once email takes periodFrom and periodTo (ISO, periodTo exclusive) and sendAt; without sendAt it goes out within minutes.
  • PATCH /v1/report-subscriptions/:id edits a recurring one, or pauses (active: false) and resumes it.
  • DELETE /v1/report-subscriptions/:id deletes it.
  • POST /v1/report-subscriptions/:id/send sends it now: the last complete period of a recurring one, or the own period of a one-off.
The MCP server has list_scheduled_reports, schedule_report, update_scheduled_report, delete_scheduled_report and send_scheduled_report_now. See MCP tools.