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How to draft and send emails with a Mini

Minis can help you write emails based on the context they already know, like progress updates, family communications, or reports, and get them ready to send in just a few steps.

Written by Bec Yik
Updated over a month ago

πŸ”’ Permissions: Any user who can access a Mini can use email drafting β€” no extra permissions needed. Learn more about roles β†’

When to use this

  • You need to send a progress update to a participant's family or support coordinator

  • You're writing a summary or report based on recent care notes

  • You want to draft any email where the Mini's knowledge of the person can save you time

How it works

You don't need to find a button or navigate anywhere β€” just ask. When you're chatting with a Mini and mention anything about writing or sending an email, the Mini will put together a ready-to-send Email Draft for you.

Step 1: Ask the Mini

In your conversation with a Mini, describe the email you'd like to write. For example:

  • "Draft an email to Liam's family about his progress this month"

  • "Can you write an update email for the support coordinator about recent goals?"

  • "Help me write an email summarising this week's notes"

The Mini draws on what it knows β€” records, goals, progress notes β€” to write a relevant, personalised draft.

Step 2: Review the draft

The Mini will present an Email Draft card with:

  • From β€” your email address

  • To β€” the recipient (you can edit this)

  • Cc / Bcc β€” add others if needed

  • Subject β€” a suggested subject line (editable)

  • Body β€” the full email text (editable)

Read through the draft and adjust anything that doesn't sound right. You can edit the recipient fields, subject line, and body text directly in the card.

πŸ’‘ Tip: If the draft isn't quite right, you can ask the Mini to revise it conversationally β€” for example, "Make the tone more formal" or "Add a section about his school transition." The Mini will update the draft based on your feedback.

Step 3: Send

When you're happy with the draft, you have two options:

  • Click Send as email to open it in your default email client (e.g. Outlook or Gmail) with all the fields pre-filled and ready to go.

  • Click the copy icon to copy the email text to your clipboard if you'd prefer to paste it elsewhere.

πŸ’‘ Tip: Because the email opens in your own email client, it's sent from your regular work email β€” not from Minikai. It'll appear in your sent folder like any other email you send.

⚠️ Always review before sending: Minis write helpful drafts, but you know the person and the situation best. Check that the details are accurate and the tone is right for your audience. Nothing is sent automatically β€” you always review, edit, and choose to send from your own email client.

ℹ️ Good to know: The more records and notes a Mini has to work with, the richer the email draft will be. If a draft seems a bit thin, it's usually because the Mini doesn't have much context yet β€” try adding more records first.

Need help?

Something not working as expected? Reach out to us through the Help Desk in the app β€” we're happy to help.

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