Configure email actions to send automated messages through your workflows. This guide shows you how to set up and use email actions effectively.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create your email action:

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1. Configure your email action

Fill in the required fields:
  • Name: Enter a name for your action (e.g., “My Email Action”).
  • Description: Briefly describe your email action (e.g., “Action for sending automated emails”).
  • To Email: Input the recipient’s email address (e.g., “recipient@example.com”).
  • From Email: Select the sender’s email address from the dropdown.
  • CC: Add any email addresses to CC (e.g., “cc@example.com”).
  • BCC: Add any email addresses to BCC (e.g., “bcc@example.com”).
  • Subject: Enter the subject line (e.g., “Meeting Reminder”).
  • Body: Write the body of your email (e.g., “Dear Team, this is a reminder for our meeting on [date]. Please be prepared.”).
After filling in all fields, click Create Action to save your email action. 🎉

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Example email action setup

  • Name: My Email Action
  • Description: Action for sending automated emails
  • From Email: Selected from dropdown
  • CC: cc@example.com
  • BCC: bcc@example.com
A green pop-up will confirm that your Email Action has been created successfully. Action Type Email Action Example

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2. View and update your email action

You can view your Email Action on the Actions screen. To update, select the Email Action, make your changes, and click Update Actions. View or Update Email Action