Channel actions

Send email from a workflow, with approval settings you control per step.

What you will learn

Sending on a channel

Email steps that message the record's person directly, using templates with attributes filled in from the record.

Approval modes

Each send step is either approval-gated — the message waits in a queue for a human — or auto-send for the messages you have decided are safe, like a booking confirmation.

Everything lands on the timeline

Messages a workflow sends are filed on the record like ones you send by hand, so the history stays complete.