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Run a Workflow whenever someone sends an email to its unique email address. Use this trigger for automations like processing inbound support requests, routing customer inquiries, extracting data from forwarded emails, or kicking off a review process when a specific message arrives. Each Workflow with an Email trigger gets a dedicated email address (e.g. abc123@workflows.cassidyai.com). Any email sent to that address triggers the Workflow and makes the sender, subject, body, attachments, and other fields available as variables.

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Set up an Email trigger

1

Add an Email trigger

Create a new Workflow with an Email trigger, or change an existing Workflow’s trigger type to Email.
Workflow builder showing trigger type selection with Email highlighted
2

Copy the email address

The trigger configuration panel displays the Workflow’s unique email address. Click the copy button to copy it to your clipboard.
Email trigger editor panel showing the dedicated email address with the copy button
3

Choose who can trigger the Workflow

Under Allow Emails From, select a sender filter to control which emails are accepted:
FilterDescription
AnyoneAccept emails from any sender
Anyone in OrganizationOnly accept emails from users who are members of your Cassidy organization
Specific SendersOnly accept emails from addresses or domains you specify
Allow Emails From dropdown showing the three filter options
4

Add allowed senders (Specific Senders only)

If you selected Specific Senders, add the email addresses or domains that should be allowed to trigger this Workflow. You can mix individual addresses (e.g. user@example.com) and entire domains (e.g. example.com).
Allowed Senders list with example email and domain entries
Use a domain filter like example.com to accept emails from any address at that domain — no need to list every individual sender.
5

Activate the trigger

Publish the Workflow and toggle the trigger on. The Workflow now runs automatically whenever an accepted email arrives at its dedicated address.

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Use a custom email address with email forwarding

By default, every Email trigger uses a @workflows.cassidyai.com address. If you want emails sent to your own custom address (e.g. support@yourcompany.com) to trigger a Workflow, set up email forwarding from your mail provider. This is useful when you want:
  • A branded, professional email address customers already recognize
  • To route existing email aliases or distribution lists into a Workflow
  • To keep your internal email addresses visible to senders instead of a Cassidy address

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How it works

Your mail provider receives the email at your custom address, then automatically forwards it to the Workflow’s @workflows.cassidyai.com address. Cassidy processes the forwarded email the same way as a direct one — the original sender, subject, body, and attachments are all available as variables in your Workflow.

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Set up forwarding

1

Copy your Workflow's email address

In the Email trigger configuration, copy the Workflow’s dedicated @workflows.cassidyai.com address.
2

Create a forwarding rule in your email provider

Set up a forwarding rule that sends incoming messages to the Cassidy address you copied. The exact steps depend on your provider:
  • Google Workspace — Use routing rules in the Admin Console under Apps → Google Workspace → Gmail → Routing
  • Microsoft 365 / Exchange — Use mail flow rules (transport rules) in the Exchange Admin Center
  • Other providers — Look for “email forwarding”, “mail routing”, or “alias” settings in your provider’s admin panel
3

Send a test email

Send a test email to your custom address and verify the Workflow runs by checking View Previous Runs on the Workflow detail page.