Email Delivery Skill

Delivers tax reports, compliance deadline alerts, and organisation invitations via the SendGrid API. Handles template rendering, attachment management, delivery status tracking, and bounce/complaint monitoring.

When to Use

• Sending accountant reports (PDF/Excel attachments) via the send-to-accountant workflow
• Delivering compliance deadline alerts to entity contacts
• Sending organisation invitation emails to team members
• Notifying users of completed forensic analysis results
• Distributing shared report links
• Sending amendment period expiry warnings

SendGrid Configuration

Environment Variables