Sending Steps
Email steps
Sending an email from a workflow, choosing the template, and writing for an automated sequence.
Last updated September 2, 2026
An email step sends one of your existing emails. Build and test it in email marketing first — the workflow chooses it, it does not write it.
Choosing the email
Search your emails and pick one. Where a workflow runs for tribes, a template for tribes can be used so each tribe sends its own version.
Writing for an automation
- Do not date it. "Our spring offer" is wrong by June; an automation runs for years.
- Do not reference the trigger too precisely. "You enquired yesterday" is wrong the moment somebody is enrolled by a backfill.
- Write it as one person to another. The best automated emails read like a short personal note, not a newsletter.
- One action. A sequence gets several chances; each email needs only one ask.
Check it in the sequence, not on its own
READ THE WHOLE SEQUENCE IN ORDER
Each email may be fine and the set still wrong — three messages that all open the same way, or a second that assumes they read the first. Read them together as a customer would receive them.
Who is excluded
The same exclusions as any marketing email: unsubscribed, bounced, and anybody with marketing emails switched off on their contact. An automation cannot get around an unsubscribe, and should not.