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Send Email action

The Send Email automated action ("Send Email Notification") sends an email to a chosen set of recipients using one of your workspace's email templates when it runs.

Setting it up​

  1. Go to Admin Console → Content → Actions. Under Default actions, find Send Email Notification and click Manage presets.
  2. Type a name for the preset and click Configure & save.
  3. In the dialog, add recipients — search and add workspace members or groups, or type a valid external email address to add it directly.
  4. Choose the email template to send (from your workspace's active email templates).
  5. Save the preset.
  6. Go to Admin Console → Content → Workflows, open the workflow, and expand the stage you want it on.
  7. Open the Actions panel, choose On stage start or On stage complete, click + Add Action, and select Send Email Notification.
  8. Choose the preset you created (or create a new one from here) — the stage card shows the recipient count and template name.