Send Email step

Use the Send Email step to send an email in workflow step. Emails can have formatting, links, attachments, and data from the workflow, SmartObjects and other systems.

Use the Send Email step in the following example scenarios:

  • To provide feedback and workflow status updates
  • Send instructions, summary information, and documents
  • Send the recipient's manager an email

Note that you should use escalations to send task reminders and expiration notices instead of using the Send Email step, but there may be scenarios where using the Send Email step is a better option.

Drag the Send Email step from the Basic category, Favorites bar, or the Recent category onto the canvas.

Example of a Send Email step in a workflow
See the following resources for more information: