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Use the Send Email with Microsoft Outlook action to send an email from your connected Outlook account as part of a Workflow. You can compose new emails with dynamic recipients, subject lines, and body content using variables from previous steps.

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Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Send Email with Microsoft Outlook from the action list.
Selecting the Send Email with Microsoft Outlook 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 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. You can also reference variables from previous steps or the trigger to dynamically populate recipients.
To field for email recipients with variable reference
5

Enter the subject

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

Enter the email body

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

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
8

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

Reply to email with Outlook

Reply to an existing email thread from a Workflow.

Draft email with Outlook

Create a draft email instead of sending immediately.

New email trigger

Trigger a Workflow when a new email is received.

Outlook for Workflows

See all Outlook Workflow triggers and actions.