How to set up and use action
Sends an email to yourself or teammate. Follow these steps:
Add a Send Email 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 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.
Enter "Send To": Choose members of your organization to send the email to. If left blank, the email will be sent to the user who triggered the workflow.
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.
*Variables are inputs from the trigger, or outputs from previous steps
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.
Here's a sample of the type of output you can expect:
