Action: Send email automatically

Send a new email each time a message arrives. For example, send a confirmation when an order is received.

Your account needs valid SMTP settings to send emails. Learn how to set up SMTP.

Do you use an O365 email box and sending an email fails? Read this note first. 

Settings

Send To
Enter the recipient. To add several recipients, separate the addresses with a comma. Click Insert a field to use an address from the original email, such as the sender.

Subject
Enter the subject line. Click Insert a field to reuse original email data. For example, Re: %EMAIL_SUBJECT%.

Use this template
Choose the layout of your email. Click Edit to change a template, then save it under a new name to create your own.

Use AI content analysis
Turn this on to use the AI result from the AI action in your message. Learn more.

Attachment

• Attach all attachments from the original email: Forwards the original files. These files can't be zipped.
• Attach this file: Select a single file, or click Insert a field to build the path from email data.
• Attach all files in this folder: Attaches every file found in a folder.
• Compress all attachments into a single ZIP file: Sends one ZIP file instead of several attachments.

Tip: Add a Save email to disk action before this one to convert the email body to PDF, then attach the PDF from its folder.

More options

When to send the email?

• Immediately
• Schedule in X days: Sends the email after the number of days you choose.

Send From
Enter the sender address. We recommend keeping the default value, %ACCOUNT_ADDRESS%.
Most sending errors happen when the address isn't authorized by your SMTP server.

Use this email content
Choose a predefined content to insert in the email body, or select None. Click Edit to create or change one.

What to do if the action fails?

Choose to continue, stop, or run another action. Learn more about Fail Action.