Add a Reply to 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 Reply to 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.

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.

Enter "Reply to Email" (optional): If "Reply to Trigger Email" is not toggled on, enter the email address or select a variable containing the email address you want to reply to.

Toggle on "Reply All" (optional): Enable this option to reply to all recipients of the original email, including those in the CC field.

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

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

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.

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