Email Automation

Overview

Email Automation helps you send timely, consistent communications without manual effort. You can automate follow‑ups inside pipelines and use connected mailboxes for direct sending.

Pipeline email steps

• Pipelines support a “Send email” action that delivers a message to the contact at the right time in the sequence.
• You choose the sending mailbox (from your connected accounts) and set the message content.
• Each email step runs after its configured delay, so sequences go out on schedule.

What you can configure per step:

• Sending mailbox: pick from your connected user mailboxes.
• Email type: plain text is supported in pipeline steps.
• Message body: the text that will be sent to the contact.

Connected mailboxes

• Emails are sent through your connected accounts (e.g., Gmail) using the selected mailbox.
• If a token refresh is needed, the system handles it automatically during sending.

Timing and reliability

• Pipeline processing checks for due steps every minute and sends emails when their delay has passed.
• If a step completes successfully, the next step in the pipeline is scheduled automatically.

Draft and manual emails

• You can also create draft emails from the assistant (manager bot) flow; drafts are saved to your Outgoing Email queue and can be sent from your connected mailbox.

Practical examples

• Lead nurture: After a contact is added, send an introduction now, a follow‑up tomorrow, and a reminder a few days later.
• Onboarding series: Send a welcome message, then scheduled tips to help new users get started.