The Send Email action allows workflows to generate and send emails automatically. This is useful for surfacing workflow outputs directly to internal teams or external recipients without requiring a manual step.
Emails can be personalized with dynamic variables, so recipients receive context-aware updates tied to CRM records, AI-generated insights, or workflow triggers.
Admins can always monitor and test email configurations, and workflows will log when and where an email is sent.
Settings
To
Specify the recipient email address. You can enter static email addresses (e.g., [email protected]) or use dynamic variables to route messages to the right user based on workflow context (e.g., {{deal.owner_email}}).
Subject
Enter the subject line for the email. Dynamic variables can be inserted to customize subjects (e.g., “Follow-Up on {{opportunity.name}}”).
Body
Compose the body of the email. Both static text and dynamic variables are supported, allowing you to include contextual data such as customer names, deal values, meeting notes, or AI-generated insights.
Best Practices
Use Dynamic Variables – Keep emails relevant by injecting CRM fields or workflow data directly into the subject and body.
Limit Recipients – Avoid spamming multiple users unnecessarily. Use targeted addresses or role-based dynamic variables.
Test Before Sending – Use preview/test mode to confirm formatting, variable resolution, and delivery before activating in production workflows.
Compliance & Tone – Ensure email templates follow internal policies for data sharing and professional communication.
Example Use Cases
Notify the Account Executive when AI detects a competitor mentioned on a call.
Send a deal summary to the manager after an opportunity stage changes.
Email the customer success team when a churn risk signal is identified.
Distribute meeting highlights with AI-generated action items to all participants.