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Use the Draft Email with Microsoft Outlook action to create a draft email in your connected Outlook account as part of a Workflow. The draft is saved to your Outlook drafts folder for review before sending.

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Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Draft Email with Microsoft Outlook from the action list.
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 Draft Email with Microsoft Outlook action
3

Connect your Outlook account

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

Enter the recipient

In the To field, enter a single email address or a comma-separated list of recipients.
To field for email recipients
5

Enter the subject

In the Subject field, enter the subject line. You can reference variables from previous steps or the trigger to provide context.
Subject field with variable reference
6

Enter the email body

In the Email Body field, enter the content of your email. You can reference variables from previous steps or the trigger to personalize the message.
Email Body field with variable reference
7

Configure optional fields

Click on the options under Optional Fields to configure additional settings like Cc and Bcc, then fill out the corresponding fields.
Optional Fields section showing available options
Optional fields expanded with Cc and Bcc
This action creates a draft in your Outlook account — it does not send the email. Use the Send Email with Microsoft Outlook action to send emails directly.

Send email with Outlook

Send an email directly from a Workflow.

Reply to email with Outlook

Reply to an existing email thread from a Workflow.

New email trigger

Trigger a Workflow when a new email is received.

Outlook for Workflows

See all Outlook Workflow triggers and actions.