Add a Send Email with Microsoft Outlook 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 Microsoft Outlook action to add it to your workflow.

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.

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

Enter "To": Enter a single recipient's email address or a comma-separated list of recipients. You can type email addresses directly or reference variables from previous steps or the trigger to dynamically populate recipients.

Variables are inputs from the trigger, or outputs from previous steps

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 and personalize the subject.

Enter "Body": In the "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 content.

Select "Attachments" (optional): Select variables from previous trigger inputs or outputs of actions to include as attachments. For actions, this could be for example, Export as PDF or Export as Microsoft Word Document actions.

Configure optional fields: Click on the options under the "Optional Fields" section to configure additional settings like "Cc" and "Bcc", then fill out the corresponding fields as needed.