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Emails & Drafts

How to review, edit, and send the emails Stuut drafts for you.
For every draft, verify:
  • Customer name is correct and properly formatted (not in ALL CAPS).
  • Invoice numbers, amounts, and due dates are accurate.
  • Tone is appropriate for this customer and stage.
  • The recipient is the right contact.
  • Attached invoice PDFs are the correct documents.
If the invoice was already paid or the draft is no longer relevant, discard it instead of sending.
Yes — drafts are fully editable. You can change the body, adjust the recipient, add CC/BCC, attach files, insert hyperlinks, and even apply a different email template from within the draft editor. Click Send when satisfied. Sent emails appear under the Sent section of your Collections Inbox.
No. Drafts aren’t refreshed automatically. Edit the draft, or use the Regenerate option at the top of the draft to rebuild it with the latest data before you send.
You can initiate outreach manually from several places:
  • Collections Inbox — compose a new email from scratch.
  • Customer page — click the email icon at the top.
  • Invoice page — select one or more invoices and click Email to reference them.
You can apply any existing template to a manually started email.
Cross-customer protection If you accidentally select invoices from two different customers, Stuut will block the send to prevent you from sharing one customer’s information with another.
Yes. Forward any email from the thread. Forwards keep the attachments, quote the original message, and stay on the same thread, so replies come back to it.
Automated outreach goes to the primary contact on file. You can:
  • Override the recipient in the draft before sending.
  • Add new contacts on the customer’s profile and set a different one as primary.
  • Use a placeholder name + general inbox email if no specific person is on file.
Note Contact changes made in Stuut do not flow back to your ERP — update both systems if you need consistency.
Yes. Each workflow stage can have its own sender, for example a collector early on and your CFO for later stages. See Workflows & Outreach.
If you weren’t on the original thread, you can’t add yourself to it. Reply from the shared collections mailbox that started the thread. If the thread started from a colleague’s personal mailbox, start a new email instead. You can attach the original email for context.
Every Stuut email is based on a template tied to a workflow stage. Templates mix fixed copy with dynamic fields like {{customer_name}}, {{invoice_amount}}, {{due_date}}, and {{portal_url}}. When the email is generated, those placeholders are replaced with real customer data pulled from your ERP. Admins manage templates in the Control Center.To add your company logo, use the Sender logo variable. It inserts the logo from your company profile.
Yes. Custom tables are managed under Playbooks. If a new custom table doesn’t show up in the template editor’s variables, refresh the template.
No. Your signature (text and images) is added to every email you send, but the agent doesn’t read it as guidance. Put instructions like “always point customers to our portal” in your Playbook or templates instead.The size of a signature logo comes from the image you upload, so upload a smaller image if it looks too large.
Set the language on the customer profile, and make sure auto-correct is on for the template. To set languages for many customers at once, ask your FDE; it can often come from your ERP data.
Not yet. Your answers are only used for that draft.
Yes. It reads Excel attachments and text in images or screenshots. .ods spreadsheets aren’t supported, and color-coding in spreadsheets (for example, “blue cells are paid”) isn’t interpreted.
Open tracking is off by default because tracking pixels hurt deliverability, especially with strict mail servers. Ask your CSM if you need it.
Your mailbox connection has most likely expired. Until it’s reconnected, no emails send from that mailbox, including workflow emails. Stuut shows a prompt in the dashboard when this happens. Reconnect the mailbox in Settings. For Microsoft mailboxes, this may need someone with IT admin rights. See Connect mailboxes.
Yes, for both manual and workflow emails to the customer. It doesn’t update for internal emails between your own team.