Configure the Email Node

Add and open Email

Drag Email from Basic onto the canvas, connect it where the message should be sent, then open the node to display Email Properties. The dialog has three current tabs: EMAIL, RECIPIENTS, and ADVANCED.

At least one active sending mailbox should be available in Admin → Email. If none is available, the Recipients tab tells you to add one there.

EMAIL: subject and message body

1. Optionally expand Start from a template and select a saved template. The section is collapsed by default and shows the number available for the current email context.
2. Enter the required Email Subject.
3. Complete Email Content. The default editor opens in Preview mode and provides:
   • Preview and Code views;
   • Ask AI to write a new email or edit the current HTML when an AI assistant is available;
   • review controls to Keep or Discard an AI draft, plus Undo after applying it;
   • Advanced (visual) to switch to the drag-and-drop visual editor;
   • Fullscreen for more working space.
4. If you choose the visual editor, confirm the switch. The current HTML is imported as an editable block and may be reformatted. The visual editor provides responsive content blocks, desktop Preview, and Export to an HTML file.

Use only variables offered by the workflow's Variable Panel or editor merge-tag list. A typed value such as {{requester_email}} is replaced only when that exact variable exists at runtime.

RECIPIENTS: sending mailbox and destinations

Send from

Select one or more rows under Send from. Each row shows the mailbox label, sender address, provider, and a Default badge where applicable.

• The default mailbox is selected for the normal case.
• Selecting several mailboxes sends the message from each selected mailbox.
• A managed RAPTIX address can appear beside SMTP and Microsoft 365 mailboxes when enabled for the deployment.

Recipient Emails

Enter at least one recipient. Select Add Another Recipient for additional addresses and use the remove button beside an extra row when it is no longer required. A recipient can be a fixed email address or an exact workflow variable that resolves to an email address.

ADVANCED: attachments and output

Workflow files

Enable Send File Uploads as Attachments to attach files collected earlier in the workflow. The node detects file-upload values and available Python outputs.

• All sends every detected source.
• Select specific lets you tick individual Manual Upload, File Upload, or Python Output values.
• If no sources exist, the attachment toggle is unavailable.
• Selecting specific mode with nothing selected sends no workflow attachment and displays a warning.

Submission PDF

Send Submission PDFs generates PDF documents for selected submissions. This control is shown only for Enterprise users in the current interface.

Static files

Use Attach File to choose or drag one or more fixed files. The accepted picker types are PDF, Word, Excel, PowerPoint, TXT, CSV, JPG/JPEG, PNG, GIF, and ZIP. The maximum is 25 MB per file. Uploaded items show their name and size and provide Download and Remove actions.

Empty answers

Enable Hide Empty Fields when unanswered fields should not appear in the email output.

Save the node or reuse the design

• Save Email validates that the subject and at least one recipient are present, saves the node configuration, and closes the dialog.
• Save as Template stores the current subject and content for reuse. If a template was applied, choose whether to Update Current Template or Create New Template.
• Save the whole workflow after closing Email Properties.

Applying a template copies its current content into this node. Updating the shared template later does not automatically change nodes that were already saved.

Troubleshooting