Email a construction report with Alfie only after confirming filters and recipient

A correct report can still be sent to the wrong person or cover the wrong projects. Generating the artifact and mailing it are therefore two different decisions. The reviewer needs to see the reference date, filters, sensitive fields and destination before the external action is allowed.

Start with the current source and the right identity

Enfin's current Alfie product page describes an assistant that prepares work and asks for confirmation before consequential actions. Current application source also exposes report export and a separate mail-report action with confirmation controls. This page does not claim automatic delivery or an unverified provider integration.

Turn the source into one bounded decision

Choose the report type, organisation, projects, period, reference date and output format first. Review totals and exceptions in the generated artifact. Then resolve the recipient from an approved contact and show the exact address, subject and attachment before confirmation.

Keep evidence without automating the next step

Keep the artifact identifier, filter set, generation time, confirmer and send receipt together. If data changes after generation, create a new version instead of silently replacing the attachment. A failed send should preserve the reviewed artifact and return to a clear retry decision, not switch recipients automatically.

Test exceptions before making the workflow routine

Test at least a missing company number, an ambiguous party, a duplicate and a temporarily unavailable source. The workflow should stop with a focused question and name an owner. Keep the source, review date, input, outcome and confirmation without copying more personal data than needed. Escalate tax, legal, labour or safety uncertainty to the competent person.

Repeat the check when the amount, party, invoice action, site, schedule or official instruction changes. An earlier result is useful context, not automatic permission. Define who can correct an error, who informs affected people and when the exception is genuinely closed.

Make the status readable to a colleague who did not prepare the file. They should see what was checked, what remains uncertain and which next action is allowed or blocked. Use stable fields for identity, date, source and decision; a free-text note can explain the evidence but should not be the only evidence.

Connect the record to controlled execution

Enfin can connect the customer, supplier, quote, project, task, document and invoice in one record. Alfie can prepare information and propose an action within available permissions; an authorised user confirms consequential actions. Explore Enfin, compare pricing or discuss your workflow.