How to set up and use Draft Email with Gmail action
Drafts an email using your Microsoft Outlook account. Follow these steps:
Add a Draft 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 Draft 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 by clicking on the current name.
Add Microsoft Outlook connection: If you haven't already, connect your Microsoft Outlook account to Cassidy.
Enter "To": Enter the recipient email address, which can be a single email or a comma-separated list.
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.
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.
Configure optional fields: Click on the options under the "Optional Fields" section to configure additional settings like Cc, Bcc, then fill out the corresponding fields.
This will not send an email, it will just create a draft. See our Send Email action help doc for more information on how to send emails.