1 · The basics
Address book for people outside your team
3 · What should the email say?
{% macro stock_select(name, current, kinds, auto='Choose automatically') -%}
{%- endmacro %}
Ready-written emails, filled in with the latest figures. See or edit the library.
{{ stock_select('stock', form.stock, ('send',)) }}
Click a field to insert it; it's filled in with the latest figures.
Write it as if you were briefing an assistant. Your AI writes the email in your company's voice using the latest information.
More options Split by person, conditions, routing, reminders and next steps
Send Each Person Only Their Part
Split the data by a column (e.g. Project or Customer) and send each value's rows to the right person, instead of one email with everything.
{% for group_label, opts in recipient_options %}{% endfor %}
Only Send When…
Leave these empty to always send.
Send to Someone Else When…
For example: if the discount is more than 10%, send it to the director instead.
{% for i in range(2) %}
{% endfor %}
If Nobody Replies
Reminders stop as soon as anyone replies, automatically or in person.
{% for i in range(2) %}
{{ stock_select('fu%d_stock' % i, form['fu%d_stock' % i], ('follow_up', 'send')) }}
{% if has_ai %}
{% endif %}
{% endfor %}
When Someone Replies…
Start another automation when a reply contains certain words, e.g. “approved” → send the quote to the customer. Words in the quoted earlier email, and phrases like “not approved”, are ignored.
{% for i in range(2) %}
{% endfor %}