Draft and send emails within cases
Write, preview, and send email messages to employees or managers directly from your case timeline.
Built for U.S. employers and small-business HR teams.
Key takeaways
- Brevo SMTP
- Case linking
- Draft status
- Activity trail
Hi team, as we prepare for Jane's return, we will follow the accommodation schedule outlined in the case timeline...
Email workflow basics
AI SoloHR uses Brevo to deliver transactional emails securely. Once your API key is configured, you can draft messages directly inside any case.
Core actions
Keep communication attached to the same case record.
Why case-linked communication matters
When the message stays inside the case timeline, HR can understand what was sent, when it was sent, and what follow-up came next.
What to do before and after this step
Most product help actions are easier when the right context is already in place. Before taking the step on this page, make sure the related case, facts, and people are clear. After finishing it, the next move is usually another workflow step such as checking documents, assigning follow-up, or reviewing a draft.
- Use the help article while working inside a real case or workflow
- Keep the surrounding facts, dates, and documents organized first
- If the result affects sensitive communication, review it before sending or sharing it
Support boundary
This help content explains publicly available product workflows. It does not promise hidden features, custom integrations, legal review, or automated compliance outcomes beyond what the product already does today.
AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.
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Frequently asked questions
Can I save an email as a draft before sending it?
Yes. AI SoloHR supports draft status so HR can prepare, review, and refine emails before sending them.
Why send emails from within the case?
Sending from the case keeps the communication attached to the timeline, which makes later follow-up and documentation easier.
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Manual Process Risk Warning
Static documents and manual spreadsheets are great for initial tracking. However, as deadlines pile up and files scatter, human errors can trigger costly regulatory compliance audits.
Put this guidance into action
AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.
- 14-day full platform access
- Up to 3 active cases
- Up to 30 employee records
- All 7 U.S. case types unlocked
This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.
