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We strongly recommend using Run script to build automations, because it can cover all action behaviors, including actions that would otherwise need to be built manually. Just describe your requirements to AI in chat.Please note: if you add actions manually, AI will not recognize or modify them later.

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Build with AI

Open the AI Chat in your table’s right sidebar and describe what you want. AI handles everything: it picks the right trigger, chooses the appropriate actions, maps the fields, and configures the entire workflow automatically. Describe the goal once, and the workflow is ready — no manual setup needed. This action sends an email to one or more recipients. You can customize recipients, subject, body, and reply-to address, and use dynamic values from previous steps to personalize each message. By default, emails are sent from Teable’s built-in mail service. If you need to send from your own domain, configure a custom SMTP server.

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Configuration

* At least one of To or BCC is required. Rate limit: 5 emails / second / base.

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How to set it up

  1. Add a Send Email action to your workflow.
  2. In the To field, enter a static email address or click + to insert a dynamic value (e.g., the Email field from the trigger record).
  3. Write the Subject. Click + to include dynamic values like the record’s name or a status. Example: New order from {{Customer Name}} — #{{Order ID}}.
  4. Write the Body. You can use:
    • Plain text — just type your message.
    • Markdown — use **bold**, *italic*, - lists, [links](url), etc.
    • HTML — for full control over formatting, write HTML tags directly.
    • Dynamic variables — click + anywhere in the body to insert values from previous steps.
  5. (Optional) Set Sender Name, CC, BCC, or Reply-To as needed.
  6. Save the action.

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Using variables in subject and body

Variables let you personalize each email. Click the + button in any text field to open the variable picker. You can reference:
  • Trigger data: fields from the record that triggered the automation (e.g., customer name, email, order amount).
  • Previous action output: data from earlier steps, like a newly created Record ID or AI-generated text.
Example body with variables:

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Body formatting options

You can mix Markdown and dynamic variables in the same body. For complex email designs, HTML gives you the most control.

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When to use

  • Send order confirmations. When a new order is created, send an email with the order details and a thank-you message.
  • Notify team members of status changes. When a task moves to “Blocked”, email the assignee and their manager.
  • Deliver scheduled reports. Combine with a scheduled trigger and Get Records to email a weekly summary.
  • Send personalized outreach. Use record data to customize subject and body for each recipient.
  • Confirm form submissions. After a form is submitted, send the submitter a confirmation with their responses.

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Deliverability tips

  • Use a custom SMTP if you are sending high-volume or business-critical emails. Teable’s built-in service works for basic notifications, but emails from your own domain are more likely to land in the recipient’s inbox.
  • Avoid spammy content in your subject and body — excessive capitalization, exclamation marks, or link-heavy messages can trigger spam filters.
  • Set a Reply-To address so recipients can respond to a real inbox rather than a no-reply address.
  • Test your emails before activating the automation in production. Run the automation manually with test data to verify formatting and delivery.
Last modified on May 14, 2026