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Question

How do I automate an outgoing email with formatting and save it to drafts?

  • 17 September 2023
  • 1 reply
  • 20 views

 

I have a Microsoft Word document template that I customize and send to all new clients however I modify many fields/areas before I send it based on their names, services, personal questions, etc.

In this Microsoft word document, it’s formatted with bullet points, hyperlinks and a title of the email that goes in the Subject line of each new Welcome Email.

This email goes out to new clients after I receive their new intake form from Formsite in my Gmail account.

How can I automate an outgoing email such as this while saving my email formatting with hyperlinks and bulletpoints, etc. so I can then customize each area after the standard items are added (their names and services, etc) and have this newly created/customized email go to my Drafts folder so I can view and review it before I send it?

Thanks

Hi there @mountains,

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