Template

Design

Email templates

The letters the product sends, as a mail client shows them: one template, the common letters, and the letters of the product’s own flows. Each is 600 px wide, still and complete with images off.

Template

The one layout every letter uses, its parts named, and what a mail client changes.

What happened, as the subject line
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
The letter’s name

What happened, in one line

The gist in one line, for the reader who reads nothing else.

XX-000Site name, Town
Stage
Fee
£000,000
Due
Day, date
Deal Health
00
Fact
What the reader would open the record to find

The message says what it means for the reader and what to do next, in a few plain sentences.

The one actionA quiet second link

Why you received this, in one sentence.

Valere CRM · from the Valere notification mailbox, only to Valere staff

#PartWhat goes in itSize
1Brand bandThe mark from the logo and “Valere CRM” on the brand band, with the kind of letter on the right. Outreach carries “Valere Group”: the buyer never meets the CRM.600 × 56; mark 24 high
2Picture plateThe picture of this moment from the illustration set, on a soft tinted plate: brand blue, or amber for a letter about a delay. With alt text.Picture 240 wide; plate inset 24, padding 32
3HeadingThe letter’s name as a small eyebrow (none in outreach), then one line that says what happened.Eyebrow 12 / 16; heading 24 / 32
4SummaryOne line: the gist, for the reader who reads nothing else.16 / 24
5Fact cardThe facts of the moment: Site Code, Site name and its stage chip, up to three figures (fee, date due, Deal Health), then the lines the reader would otherwise open the record for. The digest and the pack list their items instead.Radius 12; figure 13 / 20 over 16 / 24
6MessageOne to three sentences in the product’s voice: what it means for the reader and what to do.14 / 20, muted
7ActionsOne strong primary button that opens the record, and one quiet secondary link beside it.Button 44 high; link 14 / 20
8FooterWhy this person received it; the notification settings link; the sender line. Outreach has the opt-out line in place of the settings.12 / 16 on the muted plate
Pictures

Still: each goes out as a PNG exported from its drawing in the brand colors, 240 px shown at twice the density, with alt text. No GIFs, so every mail client, old Outlook included, shows the same complete picture.

A dark mail client

Every color is a token with a dark value. Switch this page to Dark to see a letter as a dark mail client shows it: the band turns pale, the plate and the card go dark, the chips and the button keep their contrast.

Images off

With images blocked, the picture’s alt text stands in its place and the letter still reads complete: the heading, the summary, the card and the button carry the meaning, never the picture.

Hatch Farm is yours: handed over to Partnerships at Instructed
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
A fee agreement on the desk, signed with a fountain pen and ticked
Handoff

Hatch Farm has been handed over to Partnerships

Jamie Morgan moved it to Instructed today. Your first action is due Thu 12 Nov 2026.

SW-031Hatch Farm, Sindlesham
Instructed
Fee
£145,000
Homes
33 · S106
First action due
Thu 12 Nov 2026
Handed over by
Jamie Morgan (Land)
First action
Agree the buyer approach with Land
Construction
Not involved on this Site, so not notified

Hatch Farm, Sindlesham converts in place with its whole history, and it is yours to carry through Acceptable Offer. Your first action is already waiting.

Open Hatch FarmSee your first action

You received this because you are the Partnerships owner this handoff names. Your cover is told too while you are out of office.

Valere CRM · from the Valere notification mailbox, only to Valere staff

Who sends it

The product signs in with Microsoft 365 only (D-014), so there is no password-reset or verification-code letter. Notifications come from the shared notification mailbox in Valere’s tenant (D-019) and go only to Valere users. Outreach is sent from the user’s own mailbox through Microsoft Graph, after a person approves it, and always carries the opt-out (OUT-C13).

Shown here

The handoff letter with images off. Dates are UK, and today is Mon 9 Nov 2026.

Common letters

The letters every product with accounts sends. There is no password-reset or verification-code letter: the sign-in is Microsoft 365 (D-014).

Account created

Welcomes a new staff member: who created the account, and the one button to sign in with Microsoft.

Tom Ashworth created your Valere CRM account
Valere CRM <notifications@valere.example> → Conor Higgins <conor.higgins@valere.example>
Valere CRMNotification
Account created

Your account is ready

Tom Ashworth, your Admin, has set you up as Construction.

Staff userConor Higgins
Construction
Sign-in
Microsoft 365 · MFA
Created by
Tom Ashworth (Admin)
Work account
conor.higgins@valere.example

Sign in with your Valere Microsoft 365 account, with multi-factor sign-in (MFA). There is no separate password to remember.

Sign in with MicrosoftAsk Tom Ashworth for help

You received this because Tom Ashworth created an account for this address. Valere CRM has no public sign-up.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
Once, when an Admin creates a staff user. There is no invitation code and no password: the first sign-in is the Microsoft sign-in.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ADM-C02 · ADM-C01 · D-014 · D-019

Daily digest

The notifications of the day in one message, with the stall alerts batched in and the one thing that needs a look.

Valere CRM digest, Mon 9 Nov 2026: 4 things need a look
Valere CRM <notifications@valere.example> → Rhys Calloway <rhys.calloway@valere.example>
Valere CRMNotification
Daily digest

4 things need a look today

Since Friday evening: a stall, an overdue action carried over to the meeting, an exclusivity date and a decision for you.

Mon 9 Nov 2026 · morning digestSince Fri 6 Nov 2026, 18:00
4 items
  • LE-019Lea Bridge WorksNo contact for 14 days. Deal Health 41.Stalled
  • LE-022Heron FieldsDana Whitfield’s “Chase the board date with Calder Valley Homes”, due Fri 6 Nov, is 3 days overdue and carried over to today’s meeting.Overdue
  • CE-014Church FarmExclusivity ends in 14 days, on Mon 23 Nov 2026.Exclusivity
  • SW-031Hatch FarmJamie Morgan asks for an exception.Decision

Good morning, Rhys. This is what came in since Friday evening, in one message. The stall alert is here and not on its own because you chose the digest.

Open Valere CRMOpen the notification centre

You receive this digest because you chose it in your notification settings. Switch to single emails there, and the stall alerts come on their own.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
Each working day at the digest time, to users who chose it, and only when there is something to report.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C21 · ACT-C17 · D-037 · RK-10

Security notice

Something changed in how the account can be reached: an API or MCP token was created, with the way to revoke it.

A new MCP token was created on your account
Valere CRM <notifications@valere.example> → Jamie Morgan <jamie.morgan@valere.example>
Valere CRMNotification
Security notice

A new token was created

If this was you, there is nothing more to do.

MCP tokenClaude desktop
New
Created
Mon 9 Nov 2026, 09:12
Expires
Sun 7 Feb 2027
Acts as
Jamie Morgan (Land)

A token named “Claude desktop” was created on your Valere CRM account today. If it was not you, revoke it now and tell Tom Ashworth.

Review your tokensNot you? Tell Tom Ashworth

You received this because a token was created on your account. Security notices go to the owner of the account.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
When an API or MCP token is created on a user’s account. A token acts as its owner, has an expiry and the rate limit the Admin sets; the owner can revoke it, and creating and revoking are audited.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ADM-C55 · ADM-C21 · D-035

The product’s own

What the product’s flows send, each named after the moment it is sent: the notifications of the Actions module, the packs, and one outreach letter as its buyer receives it.

Handoff

Instructed → Partnerships: the Site changes hands, and the first action is waiting for the new owner.

Hatch Farm is yours: handed over to Partnerships at Instructed
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
Handoff

Hatch Farm has been handed over to Partnerships

Jamie Morgan moved it to Instructed today. Your first action is due Thu 12 Nov 2026.

SW-031Hatch Farm, Sindlesham
Instructed
Fee
£145,000
Homes
33 · S106
First action due
Thu 12 Nov 2026
Handed over by
Jamie Morgan (Land)
First action
Agree the buyer approach with Land
Construction
Not involved on this Site, so not notified

Hatch Farm, Sindlesham converts in place with its whole history, and it is yours to carry through Acceptable Offer. Your first action is already waiting.

Open Hatch FarmSee your first action

You received this because you are the Partnerships owner this handoff names. Your cover is told too while you are out of office.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
At each Site handoff, to exactly the people the handoff names, together with the first Next Action of the receiving function.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C14 · ACT-C07 · LCY-C19 · S-03 CORE-01

Overdue action

An action passed its date: the owner is told, plainly, with the one button to deal with it.

Overdue: chase the board date for Heron Fields
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
Overdue action

An action is overdue

“Chase the board date with Calder Valley Homes” was due on Friday.

LE-022Heron Fields, Colchester
Under Offer
Was due
Fri 6 Nov 2026
Overdue
3 days
Priority
Primary
Action
Chase the board date with Calder Valley Homes
Owner
Dana Whitfield (Partnerships)

It is still open. Close it, or move the date and say why.

Open the actionMove the date

You received this because you own the action. Only the owner, and their cover, is told; nobody outside Valere ever is.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
The day an open action’s due date passes. Not for an action of a Parked or closed Site, and never from a data load.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C16 · D-035 · D-037

Stall alert

A stall rule fired on a Site: its owner and the MD are told once, when the rule starts.

Stall alert: Lea Bridge Works
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
Stall alert

Lea Bridge Works has stalled

A stall rule fired: no contact for 14 days.

LE-019Lea Bridge Works, Walthamstow
Acceptable Offer
Deal Health
41
Status
Awaiting
Fee
£380,000
Rule
No contact: 14 days without contact (threshold set by Admin, changed Wed 4 Nov 2026)
Last contact
Mon 26 Oct 2026

You get one alert when the rule starts, not one a day, and Rhys Calloway has been told as MD.

Open Lea Bridge WorksSee why the rule fired

You received this because you own the Site. It comes on its own because you chose not to have a digest; with a digest it would be batched there.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
When a stall rule or deal clock starts to fire, to the Site’s owner and the MD. With a digest chosen, the alert waits in the digest; the notification centre has it at once.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C17 · VIW-C22 · RK-10

Proposed update

A change read from an email waits for approval: what would change, from which source, and that nothing changes until it is accepted.

A proposed update on Church Farm is waiting for you
Valere CRM <notifications@valere.example> → Dana Whitfield <dana.whitfield@valere.example>
Valere CRMNotification
Proposed update

A proposed update is waiting

One change, read from an email. Nothing changes until you accept it.

CE-014Church Farm, Rugby
Legals
Target exchange
Fri 6 Nov → Fri 13 Nov 2026
Confidence
High
Source
Email from Alex Rowan, Hadley & Finch LLP, Fri 6 Nov 2026
Why
The date is stated in the email; completion stays Fri 4 Dec
Attached
Draft transfer (TR1), Church Farm.pdf · filed to Contracts

Valere CRM read an email from Hadley & Finch LLP and proposes one change to Church Farm, Rugby. Look at it beside the email, then accept or discard it.

Review the proposed updateOpen the source email

You received this because you own the Site. Nothing on it changes until you accept; the reading is the AI’s, and the source email is linked.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
When a change read from an email or a meeting is proposed on a record and waits for its named approver: the Site’s owner for the function that owns the field, their cover while out.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C18 · EML-C16 · D-033 · N-08

Appraisal for approval

Back Office submitted a version of an appraisal: the approver sees what is waiting and from whom.

Appraisal for Hatch Farm, version 3, is waiting for your approval
Valere CRM <notifications@valere.example> → Eleanor Shaw <eleanor.shaw@valere.example>
Valere CRMNotification
Appraisal for approval

An appraisal needs your approval

Priya Nair submitted version 3 of the HA appraisal, a re-appraisal.

SW-031Hatch Farm, Sindlesham
Fee Discussion
Appraisal
HA · v3
Submitted
Fri 6 Nov 2026
Approve by
Mon 9 Nov 2026
Submitted by
Priya Nair (Back Office)
Target
1 working day to approve

Back Office has reviewed the inputs. Every figure traces to its source. If you send it back, give a reason.

Review the appraisalSee the inputs and their sources

You received this because you hold the appraisal approver duty. The person who edited a version cannot approve it.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
When Back Office submits an appraisal version, to the approver. When the approver returns it, the submitter is told, with the reason.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
APR-C04 · ACT-C18 · D-034 · D-037

Exclusivity ending

Exclusivity on a Site ends in 14 days: the date, and a second letter when it has ended.

Exclusivity on Church Farm ends in 14 days
Valere CRM <notifications@valere.example> → Sophie Brennan <sophie.brennan@valere.example>
Valere CRMNotification
Exclusivity ending

Exclusivity on Church Farm ends in 14 days

It ends on Mon 23 Nov 2026.

CE-014Church Farm, Rugby
Legals
Ends
Mon 23 Nov 2026
Left
14 days
Fee
£262,000

Exclusivity on Church Farm, Rugby ends on Mon 23 Nov 2026. An extension letter to Fri 18 Dec 2026 is drafted for you. You will be told again if it ends.

Open Church FarmOpen Heads of Terms

You received this because Heads of Terms and Exclusivity names you on this Site. Your cover is told while you are out of office.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
14 days before an exclusivity ends, and again when it has ended.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
ACT-C18 · HOT-C27 · D-033

Weekly partner pack

The Friday pack is drafted and waits for a named person to approve it before anything goes to the partners.

The weekly partner pack for the week to Fri 6 Nov 2026 is ready to approve
Valere CRM <notifications@valere.example> → Rhys Calloway <rhys.calloway@valere.example>
Valere CRMNotification
Weekly partner pack

The weekly pack is ready to approve

One page of movement, slippage and fees won, drafted on Friday.

Week to Fri 6 Nov 2026Weekly partner pack
Drafted
  • LE-022Heron FieldsMoved to Under OfferMovement
  • LE-019Lea Bridge WorksDeal Health 41Slippage
  • LE-022Heron Fields£310,000Fee won

Nothing goes to the partners until you approve it. Figures come from the records; the text is drafted with its source and confidence.

Review and approveSee who receives it

You received this because you can approve the partner packs. The pack stays a draft until a named person approves it.

Valere CRM · from the Valere notification mailbox, only to Valere staff

When it is sent
When the Friday draft is made, to the people who approve it. The states are drafted, approved, sent; a skipped draft says why.
Sent from
From the shared Valere notification mailbox in the tenant, never from a person’s mailbox (D-019, ACT-C19).
Blueprint
VIW-C43 · ACT-C18 · D-002 · D-024

Buyer pitch

An outreach letter as the buyer receives it: from the sender’s own mailbox, with the opt-out line.

Hatch Farm, Sindlesham: 33 homes, S106, for Calder Valley Homes
Dana Whitfield <dana.whitfield@valere.example> → Calder Valley Homes <acquisitions@calder-valley.example>
Valere Group

33 affordable homes at Hatch Farm, Sindlesham

An S106 Site in Sindlesham, offered to registered providers.

South & WestHatch Farm, Sindlesham
S106
Homes
33
Tenure
Affordable
Town
Sindlesham
Type
S106, affordable homes under the planning agreement

Hello. Valere Group is bringing Hatch Farm to registered providers, and Calder Valley Homes looked a good match for the area and the size. If it is of interest, reply to this email and I will send what you need.

Dana WhitfieldPartnerships PM · Valere Group
Reply to DanaNot the right person? Tell Dana

You are receiving this because Valere Group thinks Hatch Farm may suit Calder Valley Homes as a registered provider. Dana Whitfield sent it from Dana’s own mailbox, so your reply goes straight to Dana.

Do not want emails like this from Valere Group? Opt out, and we will not write to this address again.

Valere Group · sent by Dana Whitfield from Dana’s own mailbox

When it is sent
When a person approves the draft and sends it. Valere CRM never sends a pitch by itself, skips anyone on the suppression list, and logs the send on the Site and the Contact.
Sent from
From the sender’s own mailbox through Microsoft Graph, with their signature: it shows in Outlook Sent Items and replies keep the thread (INT-01).
Blueprint
OUT-C13 · OUT-C14 · OUT-C16 · INT-01