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# The report email draft

After a session, Klarity prepares a draft recap email — the **report email** — that you review before sending it to your client, or that you choose not to send.

# Understanding the report email

The draft is pre-filled by the AI from the session summary. Right after the session, it may still be generating: a **Drafting the report email…** indicator lets you know, and the content appears automatically as soon as it's ready. The report email is only available once the summary has been generated.

# Reviewing and sending

1. On the session page, open the **Report email** tab, titled **Report email for the client**.
2. Review the preview: the sender (**From**), the recipient (**To**), the **Subject** and the message body.
3. Click **Send the report email**: the client receives the email with a magic link. The status changes to **Sent on {date}**.

If you'd rather not send it for this session, **Don't send this time** marks the email as not sent (a **Send skipped** badge). This choice is **reversible**: you can still send it later. In both cases — sending **or** skipping — the session's **attachments** are then **locked** (see Adding attachments).

| The draft appears read-only in the tab. To change the tone and structure of your reports for good, use the **Customize template** link (which opens your AI templates).

|| Without the client's consent, or in **Raw storage** mode, the report email is unavailable. In raw storage, first convert your notes into an AI summary from the **Notes** tab.

|| Sending also requires an **email address** on the client file: if it's missing, the button is disabled with the note **This client has no email address** — add one on the client's file. The report email is also unavailable on a **demo session**.

| If Klarity tried an automatic send but couldn't complete it (missing consent or a delivery error), an **Automatic send failed** state appears: you can then send the email to the client manually.

| 💡 **Tip:** to adapt the tone to your voice or frame what should appear, customize your AI templates — each session's draft will inherit them.

# Related articles
- The AI-generated session summary
- Adding attachments
- Customizing AI templates