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Step Guide: Send Email

Email

Send automated emails from your own domain

Overview

The Send Email step sends an email with a subject line, HTML body, and optional file attachments. It supports two sending modes: Formt for simple notifications, and Custom Domain for sending from your own verified domain.

Send from Formt

Send from a Formt email address using shared sending infrastructure. The recipient is set directly in the step settings as a static value. Best for simple notifications to known, individual recipients.

  • Send notification emails when a workflow completes or hits a milestone
  • Alert yourself or a teammate about workflow results
  • Send a one-off email to a specific person as part of a workflow

The recipient address is configured in the step settings, so it cannot be connected from upstream data. Subject and body are required. Optional attachments accept files generated by upstream PDF or CSV steps.

Tips
  • Use this mode for internal notifications or emails to a single known recipient

Send from Your Domain

Send from your own verified domain (e.g., sales@acme.com) using a dedicated sending server. The recipient email is a regular input field that can be connected from an upstream step. Required for sending to dynamic contact lists.

  • Send personalized outreach emails to a contact list from CSV or Google Sheets
  • Build automated email sequences as part of a multi-step workflow
  • Deliver generated reports, PDFs, or CSV files as email attachments from your domain

Choose a verified domain and enter the local part of the from address (e.g., sales, hello, support). The recipient email is a regular input field that can be connected from an upstream step (e.g., a contact list row). The domain must be verified in Settings before use. If you use a real mailbox as the from address, recipients can reply directly to that inbox.

Tips
  • Follow the domain warmup schedule when sending from a new domain
  • If you use a real mailbox as the from address, recipients can reply directly to that inbox
  • Use the AI Generate Email action to produce a subject and body together, then wire both into this step
  • Connect the attachments field from a PDF or CSV step to include generated files

Frequently Asked Questions

Can I send emails from my own domain?
Yes. Verify your domain in Settings, add the required DNS records, and select Custom Domain as the action. Emails are sent from your address (e.g., sales@yourdomain.com).
Can recipients reply to automated emails?
Yes, if you use a real mailbox as the from address (e.g., sales@yourdomain.com). Replies go directly to that inbox.
What happens if a recipient unsubscribes?
Their address is added to your org's suppression list. Future Send Email steps automatically skip suppressed addresses.