Send Email

Task type: Send Email

Use Send Email to send a Gmail message from a workflow.

Run behavior

• Side effects: This task can change data or call an external system. Test with safe records and be careful when rerunning.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Send a meeting-prep summary to a rep.
• Notify a user after a workflow completes.
• Send a follow-up email when the workflow has already validated recipients and content.

Setup tips

• Keep recipients explicit while testing.
• Use variables in subject and content for personalization.
• Test with yourself before sending to customers or large lists.

Examples

Send meeting prep

Email the opportunity owner a short brief generated by an AI Prompt step.

Outputs

• Email send result metadata.

Common pitfalls

• Rerunning a workflow and sending duplicate emails.
• Using dynamic recipients before validating the variable path.
• Sending raw AI output without review or formatting.

Related guides

• Send Slack or email notifications

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• toEmails
• subject
• content
• fromUserId

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• toEmails
• cc
• bcc
• subject
• content
• fromUserId
• inReplyTo
• references
• attachments

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• toEmails
• cc
• bcc
• subject
• content
• fromUserId
• inReplyTo
• references
• attachments

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Confirm side effects. Draft email content with Liquid variables and keep recipients explicit.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Send Email",
  "outputKey": "send_email_result",
  "taskType": "Send Email",
  "description": "",
  "toEmails": "",
  "subject": "",
  "content": "",
  "contentType": "html",
  "fromUserId": ""
}