Send action in Gmail package

Use the Send action to send an email to one or more recipients using Gmail through SMTP with OAuth2 authentication. You can include Cc and Bcc recipients, add optional attachments, and define the email content using plain text or HTML.

Considerations

An error is displayed if any of the following conditions are encountered when you deploy your automation to send an email:
  • The specified Gmail session does not exist.
  • Any email address provided in To, CC, or BCC is invalid.
  • One or more linked attachments are missing and Raise an error if attachments are missing option is enabled.

Settings

  • Select the Gmail session using one of the following options:
    • Session name: To select an existing Gmail session by name.
    • Variable: Select a variable of type Session with sub-type Gmail
  • In the To field, enter the primary recipient(s) of the forwarded email.

    You can also click the Insert a value icon to select an existing variable.

  • (Optional) In the CC field, enter the carbon copy recipient(s) for the forwarded email.

    You can also click the Insert a value icon to select an existing variable.

  • (Optional) In the BCC field, enter the blind carbon copy recipient(s) for the forwarded email.

    You can also click the Insert a value icon to select an existing variable.

  • (Optional) Use the Attachments field to select one of the following tabs for specifying the type of attachment(s) to include while forwarding the email:
    • List
      Click Add to select one of the following tabs to select the location for the attachment:
      • Variable: Enables you to specify the file variable that contains the location of the attachment.
      • Control Room file: Enables you to select an attachment that is available in a folder.
      • Desktop profile: Enables you to select an attachment that is available on your device.
    • Variable

      Enter the variable that contains the file attachment information or click the Insert a value icon to select that variable if you have created it.

  • (Optional) Select the Raise an error if attachments are missing check box to specify whether the action should fail when attachment files are not found.
  • Use the Body format to select one of the following options for the email body:
    • Plain text: Use regular text in your email body, with no formatting effects, such as bold, italic, or underline, or special layout options.
    • HTML design editor: Use HTML script in your mail body when you want your content to be displayed in a certain layout every time. You can also include interactive elements, such as links.
    • HTML code: Use this option to create and customize your email layout and body. Use the editor toolbar to make various changes to your text, such as applying bold, italic, and other formatting effects, inserting links, and changing the font and size of the text. You can copy the content from the design editor and paste it in the Message field.
  • Enter the content you want to send along with the email in the Message field.