Send Email

A workflow can send email in two ways: the built-in Send Email to Yourself node, which always emails your own account, or an integration step that sends from your own email account to anyone.

Send Email to Yourself: Configuration

The built-in node always sends to the logged-in user's email:

Templates:

• Error Alert: HIGH priority, pre-filled with error subject
• Completion Notice: NORMAL priority
• Daily Summary: LOW priority

Emailing other people

To email a lead, a customer or your team from a workflow, add an integration step instead:

1. Connect the account in Build → App Authorizations (Gmail, Microsoft Outlook or SendGrid)
2. Add the integration to your workflow and pick its send action
3. Map the recipient, subject and body from earlier steps with variables such as {{trigger.body.email}}

See the Gmail guide for setup details.

Using variables in emails

Reference data from any previous node:

Subject: New lead: {{trigger.body.name}} from {{trigger.body.company}}

Body:
New form submission received:

Name: {{trigger.body.name}}
Email: {{trigger.body.email}}
Company: {{trigger.body.company}}
Message: {{trigger.body.message}}

Lead score: {{analyzer.result.score}}/100
Classification: {{analyzer.result.category}}

HTML email support

The Send Email to Yourself body supports HTML. Write HTML directly for formatted emails:

<h2>New Order Received</h2>
<p>Order #{{trigger.body.order_id}} from {{trigger.body.customer_name}}</p>
<table>
  <tr><td>Product</td><td>{{trigger.body.product}}</td></tr>
  <tr><td>Amount</td><td>${{trigger.body.amount}}</td></tr>
  <tr><td>Status</td><td>Confirmed</td></tr>
</table>

Common patterns

Form submission alert

Form Submission → Send Email to Yourself (new response summary)

Error notification

HTTP Request → If-Else (status != 200) → Send Email to Yourself (HIGH priority error alert)

Daily digest

Schedule (daily 9am) → Find All (get today's records) → Transformer (build summary) → Send Email to Yourself (digest)

Confirmation to the person who submitted

Form Submission → Gmail: Send Email (to {{trigger.body.email}})

Debugging with Send Email to Yourself

The "Send Email to Yourself" node is a quick debugging tool:

1. Add it after any node in your workflow
2. Set the subject to describe what you're checking
3. Set the body to {{previous_node.output}}
4. Run the workflow; you get an email with the exact data at that point

This is faster than checking execution history for quick debugging during development.