Send Email

Before you can use the Send Email action step, please make sure you have configured Email.

Settings

All of these settings support Bindings. For email address settings, you can provide multiple addresses by separating them with a comma, e.g. [email protected],[email protected].

Add calendar invite

Optionally you can attach a calendar invite to an email. Check the Add calendar invite box to see the additional invite settings:

In this screenshot above, a start and end time for the meeting was manually selected, however you can also use Binding values, by clicking the lightning bolt icon.

Both the Location and URL properties are optional, as your meeting may be in person, or online.

The email will then be received with an ics invite file attached:

Tutorial: Emailing new inventory details to a user

This tutorial will use the Inventory table from the Sample data. When a user assigns an inventory item, they will be sent an email with a summary of the item.

Step 1 - Automation

In the Data section, add a new Text column to the Inventory table called 'AssignedTo' and click Save.

Next navigate to the Automation section. Click Add automation, enter the Name 'Confirmation email' and select App action as the trigger.

Use the Add field button to add the following fields:

Click the + button to add the Send Email (SMTP) action step.

Set Send To as {{ trigger.fields.email_address }}, and provide a Send From address and Email Subject.

For the HTML Contents specify the email body text:

Hi {{ trigger.fields.first_name }},
<p>
The following item has been assigned to you:
<br>
<table>
  <tr>
    <th>Item Name</th><th>Notes</th><th>Status</th><th>Price</th>
  </tr>
  <tr>
    <td>{{ trigger.fields.item_name }}</td>
    <td>{{ trigger.fields.notes }}</td>
    <td>{{ trigger.fields.status }}</td>
    <td>{{ trigger.fields.price }}</td>
  </tr>
</table>

Step 2 - Design

In the Design section. Add a Data provider for the Inventory table, with a filter: 'AssignedTo' Is empty

Nest a Table component, and finally nest a Button.

In the Settings Panel, click the button beside On click, and add a Trigger automation action, selecting the automation you created in the previous step.

Set the email_address and first_name to the mapping bindings of the Current user.

Fill out the remaining field inputs with the table row bindings, like so:

Add a Save Row action, select the table component as the Datasource, and Inventory as the target data table.

Click Add Column, and set AssignedTo as {{ Current User.email }}.

Example of received email

Ideally you want to specify styling in the custom automation email template.