Send Email
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up and use action

Sends an email to yourself or teammate. Follow these steps:

  1. 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.

  2. 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.

  3. 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.

  4. 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

  5. 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:

Did this answer your question?