Overview
The Send Notification Email Action enables you to send an email with text output from your workflow to yourself or someone else on your team. This action is useful for automatically sharing workflow outputs via email, such as sending yourself regular news digests, notifications when workflows complete, or any other text-based updates you'd like delivered directly to your inbox.
Usage Examples
Sending a news digest - The email action can be used to send a weekly news digest email summarizing the most important news and updates about a specific company. This is achieved by first using the "Search" action to find relevant news articles about the company, then using the "Summarize" action to condense the key information from those articles into a concise summary. This summary is then sent as the body of an email using the email action, with a subject line like "Weekly [Company] News Digest".
Automated news briefing email - Building on the news digest use case, you can set up an automated workflow to generate and send these news briefing emails on a recurring schedule. This could be done for multiple companies or clients in your portfolio. The workflow would run periodically (e.g. weekly) using the Scheduler action, performing the news search, summarization, and sending the digest summary via email using the email action. This allows you to automatically stay up-to-date on important news for your clients/companies without manual effort.
Workflow completion notification - A simple but useful implementation is to use the email action to send a notification email to yourself or a team when a larger workflow has completed running. You can map the output of the final step in the workflow to the email body, and have the subject line indicate which workflow was completed. This allows you to be notified when long-running workflows finish, without having to manually check their status.
Inputs
Recipient - The team member or members to whom the email will be sent. Since Copy.ai has your email address and the email addresses of everyone in your team space, you can simply select the desired recipient or recipients from a list.
Select who on your team you want to send an email to.
Subject Line - The subject or title of the email you are sending.
ex: Latest news digest
Body - The main content or message body of the email you are sending. This can be text output from another action or workflow step mapped to the Body input.
Mapped the search results to the body input of the email action.
Outputs
The final output is the email itself, which gets sent to the specified recipients in the user's teamspace. The email is sent from "[email protected]" containing the subject line and email body you specified in the action.
Troubleshooting
Email content looks garbled or has weird formatting - The body content is taken as-is from the output mapped to it. Make sure the output formatting is clean and as expected before sending via email. Using markdown formatting in the output can help with consistent formatting. In addition, using the
Format Output
action may enable more advanced granular actions.Email sent but missing key information - Review what information is being mapped to the body input. The email body will only contain the text output mapped to it, so ensure all relevant information is included in that output before sending.
Need to send email to recipients outside my teamspace - The email action currently only allows sending to email addresses within your teamspace for security reasons. If you need to send to external emails, you may want to use the Send Email Via Gmail Action.
Want to attach files or images to the email - The current email action does not support attachments. The body can only contain text output.
Related Actions
Trigger On A Schedule - By combining the Send Email Notification action with the Trigger On A Schedule trigger, you can create automated workflows that gather relevant information, process it, and then send the output as an email to the desired recipients. This can save time and effort, particularly for recurring tasks or processes that require regular updates.