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Use the Send Email with Gmail action to send an email from your connected Gmail account as part of a Workflow. You can compose new emails, reply to existing threads, or reply to the email that triggered the Workflow.

Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Send Email with Gmail from the action list.
Selecting the Send Email with Gmail action
2

Rename the action (optional)

Click the action name to give it a more descriptive label for easier reference as a variable in later steps.
Renaming the Send Email with Gmail action
3

Connect your Gmail account

If you haven’t already, connect your Gmail account to Cassidy.
Adding a Gmail connection for the action
4

Toggle on reply to trigger email (optional)

If you’re using this action with the New Email Received in Gmail trigger, enable Reply to Trigger Email to reply to the same email thread that started the Workflow.
Reply to Trigger Email toggle
5

Enter reply to email (optional)

Enter an email address manually, use a variable from previous steps (such as the sender’s email from a trigger), or click the list icon to search and select an email from the trigger.
If both Reply to Trigger Email and Reply to Email are left empty, this creates a new email thread.
Reply to Email field with variable reference
Searching for an email to reply to
6

Toggle on reply all (optional)

Enable Reply All to send the reply to all recipients in the To, Cc, and Bcc fields of the original email.
Reply All toggle option
7

Enter the recipient

In the To field, enter a single email address or a comma-separated list of recipients.
To field for email recipients
8

Enter the subject

In the Subject field, enter the subject line. You can reference variables from previous steps or the trigger. This field is required when creating a new email thread.
Subject field with variable reference
9

Enter the email body

In the Email Body field, enter the content of your email. You can reference variables from previous steps to personalize the message.
Email Body field with variable reference
10

Add attachments (optional)

Select from available variables to include as attachments, such as outputs from Export as PDF or Export as Microsoft Word Document actions.
Attachments selector for email
11

Configure optional fields

Click on the options under Optional Fields to configure additional settings like Cc, Bcc, From Name, From Email, and Reply To.
Optional Fields section showing available options
Optional fields expanded with Cc and Bcc

Draft email with Gmail

Create a draft email instead of sending immediately.

New email trigger

Trigger a Workflow when a new email is received.