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Send Email
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over 10 months 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:

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