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Send Email with Gmail

Veronica Lekhtman avatar
Written by Veronica Lekhtman
Updated this week

How to set up and use Send Email with Gmail action

Sends an email using your Gmail account. Follow these steps:

  1. Add a Send Email with Gmail action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Send Email with Gmail action to add it to your Workflow.

  2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name by clicking on the current name

  3. Add Gmail connection: If you haven't already, connect your Gmail account to Cassidy.

  4. Toggle on "Reply to Trigger Email" (optional): If using in conjunction with "New Email Received in Gmail" trigger, enable this option to reply to the same email thread that triggered the Workflow.

  5. Enter "Reply to Email" (optional): Enter an email address manually, use a variable from previous steps (such as the sender's email from a trigger), or click the list icon to directly search and select an email from those pulled in by the trigger. If both "Reply to Trigger Email" and "Reply to Email" are left empty, this creates a new email thread.

  6. Toggle on "Reply All" (optional): Send a reply to all emails in the "To", "Cc", and "Bcc" fields of the original email.

  7. Enter "To": Enter the recipient email address, which can be a single email or a comma-separated list.

  8. Enter "Subject": In the "Subject" field, enter the subject line for your email. You can reference variables from previous steps or the trigger to provide context. This field is required when creating a new email thread.

  9. Enter "Email Body": In the "Email Body" field, enter the content of your email message. You can reference variables from previous steps or the trigger to provide context and personalize the message.

  10. Add "Attachments" (optional): Select from available variables to include as attachments. For actions, this could be for example, Export as PDF or Export as Microsoft Word Document actions.

  11. Configure optional fields: Click on the options under the "Optional Fields" section to configure additional settings like Cc, Bcc, From Name, From Email, and Reply To, then fill out the corresponding fields.

The email will be sent from your connected Gmail account to the specified recipients with your configured subject line and message body.

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