Reply to email with Outlook

Add the action

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

Rename the action (optional)

Click the action name to give it a more descriptive label for easier reference as a variable in later steps.

Connect your Outlook account

If you haven’t already, connect your Microsoft Outlook account to Cassidy.

Toggle on reply to trigger email (optional)

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

Enter reply to email (optional)

If Reply to Trigger Email is not enabled, enter an email address manually or use a variable from previous steps (such as the sender’s email from a trigger).

Toggle on reply all (optional)

Enable Reply All to send the reply to all recipients of the original email, including those in the CC field.

Enter the email body

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

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.

Configure optional fields

Click on the options under Optional Fields to configure additional settings like To, Cc, and Bcc, then fill out the corresponding fields.