Email Integrations
Scheduled reports land in your inbox every morning. Diagnostic alerts fire when something needs attention. Investor updates compile automatically. BubbleGum's email integrations keep your portfolio insights flowing to the right people without anyone logging into a dashboard.
Portfolio Intelligence, Delivered to Your Inbox
Not everyone on your team lives in a dashboard. Owners want a weekly summary. Regional managers want a daily snapshot before their first meeting. Investors want quarterly performance wrapped in a clean format. BubbleGum's email integrations make this happen automatically.
By connecting your email platform, BubbleGum delivers scheduled reports, real-time diagnostic alerts, and formatted communication templates directly to the inboxes that matter — on the schedule you define.
Three Email Workflows
- Scheduled reports: Daily, weekly, or monthly portfolio summaries delivered automatically
- Diagnostic alerts: Real-time notifications when Cai identifies an issue that needs attention
- Owner/investor updates: Formatted performance summaries ready for external distribution
Supported Platforms
Microsoft Outlook
BubbleGum integrates with Microsoft Outlook to deliver scheduled reports and diagnostic alerts directly to your inbox. Reports are formatted as clean, professional emails that render correctly in Outlook's desktop and mobile clients — no attachments to download, no links to click.
Outlook Capabilities:
- Scheduled portfolio reports on any cadence (daily, weekly, monthly)
- Diagnostic alert emails when Cai flags issues above your configured thresholds
- Investor-ready summaries that can be forwarded directly to ownership
- Calendar integration for report delivery timing aligned with your meeting schedule
Gmail
BubbleGum integrates with Gmail and Google Workspace to deliver the same scheduled reports, alerts, and investor communications. Reports are optimized for Gmail's rendering engine and display correctly across desktop, mobile, and tablet views.
Gmail Capabilities:
- Scheduled reports with Google Workspace distribution list support
- Priority inbox–friendly formatting so alerts don't get buried
- Thread-safe design — each report starts a new conversation for clean organization
- Google Calendar alignment for delivery timing
Scheduled Reports
Configure exactly what data gets delivered, to whom, and when. Each report is assembled from your live portfolio data at the time of delivery — not a cached snapshot from hours ago.
| Report Type | Typical Audience | Cadence |
|---|---|---|
| Daily Pricing Review | Revenue managers, regional managers | Every morning |
| Weekly Leasing Snapshot | Asset managers, VPs of operations | Monday mornings |
| Monthly Portfolio Summary | Owners, investors, C-suite | 1st of each month |
| Diagnostic Alert | Assigned stakeholder | Real-time |
Diagnostic Alerts
When Cai identifies an issue that crosses your configured threshold — a spike in delinquency, a drop in leasing velocity, an occupancy dip below target — a diagnostic alert email fires immediately. Each alert includes:
- The finding: what Cai detected and at which property
- The data: metrics, trends, and period-over-period comparisons
- The recommendation: what Cai suggests based on portfolio context
- A direct link to the relevant dashboard for deeper analysis
Owner and Investor Communication
Preparing investor updates is one of the most time-consuming tasks for asset managers. BubbleGum automates the data assembly so you spend time on narrative and strategy instead of copying numbers into slide decks.
Investor-ready email summaries pull directly from your portfolio data and can be forwarded to ownership groups as-is or used as the foundation for quarterly reporting packages. Every number traces back to the source — no manual transcription errors.
Start Your Morning With Portfolio Intelligence
See how BubbleGum delivers the right data to the right inbox on the right schedule — so your team starts every day informed.
Schedule a Demo