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.

You can also toggle by clicking the pencil icon to enter a comma-separated list of team member email addresses (must be part of the same domain email address). Click the icon again to toggle it back and forth.

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.

Add "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.