Notifications and emails
Use "Notify Someone" and "Send Email" to send messages from an automation using the same message editor.
3 min readUpdated
Two Item actions send messages instead of changing the board. "Notify Someone" posts an in-app notification, while "Send Email" sends an email. Both use the same editor in a popover headed "Create a notification" or "Create an email".
The Two Fields#
| Action | First Field | Second Field |
|---|---|---|
| Notify Someone | Title: optional, placeholder "Add text" | Notification: required, placeholder "Add text or {variable}" |
| Send Email | Subject: optional, placeholder "Add text" | Body: required, placeholder "Add text or {variable}" |
Choosing Recipients#
Select the recipient's token to open "Select recipients". You can choose multiple recipients, and each selected recipient appears as a chip that you can remove.
Available options include:
- Me: the person who owns the automation.
- Subscribers: everyone subscribed to the item.
- A people column: expand it to send to the people assigned in that column on the item.
- Suggested: board members, or anyone you find using "Search for people or teams".
Writing the Message#
Both fields support plain text with variables. This lets an automation include details such as the item, board, or person who triggered it.
Select "+ Use values from trigger" below the field to insert a variable. See "Recipients and Variables" for the complete list.