SendEmails Academy

Tool selection checklist

Devika Menon

Write weights, run scripted tasks, and score sending, design, automation, and agent surfaces separately. Prefer primary docs over demo promises.

Audience: Founders, lifecycle leads, and consulting architects

Illustration for Tool selection checklistPeople: web appAgents: API, SDK, MCPSame email work

Before demos

  • Business context and must-have jobs written down
  • Rubric weights agreed by stakeholders
  • Sample templates and event schema prepared

Scripted tasks

  • Send a transactional test with idempotency
  • Build or generate one on-brand marketing email
  • Publish a two-step automation with a test trigger
  • Attempt the same jobs via API or MCP if agents matter

Commercial and risk

  • Pricing model understood at your real volume
  • Data export and template export verified
  • Security review of SSO, roles, and key scoping
  • Honest note on integration coverage versus speed

Decision hygiene

  • Scores entered before vendor follow-ups rewrite memory
  • Compose-versus-consolidate decision explicit
  • 30-day implementation slice defined

Related lessons: scoring platforms fairly, composing a modern stack

Courses: choosing your stack

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