Table of Contents
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.
- 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.
- 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.
- 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.
- 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.
- 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.
What you can configure per step:
