How To Draft a Client Report Summary With BetterShield Ultra?
Draft, review and approve a short AI-written paragraph for the next client report sent manually from BetterShield Ultra.
Draft, review and approve a short AI-written paragraph for the next client report sent manually from BetterShield Ultra.
Note: These controls require the paid BetterShield Ultra add-on alongside the free BetterShield plugin.
What it does
In brief can draft one short paragraph from the figures already in the client report. It appears on BetterShield › Ultra › Client report only when an AI provider is connected under Settings › Connectors.
Step 1: Open Settings › Connectors
Connect an AI provider under Settings › Connectors.
Step 2: Draft a client report summary
- Open BetterShield › Ultra › Client report and save the report settings.
- Under In brief, press Draft a paragraph.
- Read the draft against The figures it cites.
- Press Approve, Draft again or Discard.
There are no separate defaults. The section is absent until a provider is available, and no paragraph is included until you approve one.
Recommended settings
Check every statement against its numbered source figure. Approve a draft only when it is clear without dashboard context.
What it can break and how to undo
A draft can describe the figures poorly. Press Discard to remove it or Draft again to replace it. If report figures change after drafting, Ultra drops the paragraph so an outdated summary is not sent.
An approved paragraph is used only by the next Send Now delivery. Scheduled reports go without it.
Final Outcome
An approved draft says Approved and lists the figures it cites. Use Read it to inspect the rest of the report, then Send Now when the recipients and summary are ready.
Related
This is how you can draft a client report summary with BetterShield Ultra.
Getting Stuck? Feel free to contact our Dedicated Support Team.