Skip to main content
Sends emails via a connected email service provider (SendGrid, Gmail, Mailchimp, etc.). Use it for automated notifications, alerts, order confirmations, or any email triggered by workflow data.

​
Configuration

​
Template Options

​
How It Works

1

Select the email provider

Choose your connected email integration.
2

Compose the email

Write the subject and body using Mentions to inject record values dynamically.
3

Set recipients

Enter To, CC, and BCC addresses. Recipients can also use Mentions (e.g., send to each contact’s email).

​
Output

Emails are sent when the Agent runs. Each send is logged as a task.
By default, all matching records are combined into a single email (field values concatenated). To send one email per record, add a Group By node before this node, grouped by the primary key field.

​
Example

Send a personalized alert when a deal closes:
  1. Filter for opportunities with Stage = “Closed Won”
  2. Group By → Opportunity.Id
  3. Send Email
    • To: {{Salesforce.Opportunity.OwnerEmail}}
    • Subject: Deal closed: {{Salesforce.Opportunity.Name}}
    • Body: Congratulations! {{Salesforce.Opportunity.Name}} closed for ${{Salesforce.Opportunity.Amount}}.

​
Best Practices

  • Use Group By before this node to send per-record emails
  • Use text/html content type for rich formatting with links and tables
  • Use Template ID for consistent branding with provider-managed templates
  • Test with a small dataset before enabling automatic execution
  • Slack - send chat notifications instead of email
  • Teams - send Microsoft Teams notifications instead of email
  • Group By - control email batching (one per record vs. batch)