Email Notifications

Send automated emails using CONNECTOR steps with email services like SendGrid, SES, or SMTP.

What You'll Build

An automation that:

1. Receives data via webhook trigger
2. Uses CONNECTOR step to send personalized email
3. Uses CONDITION step to route enterprise signups to sales

Step 1: Set Up Email Connection

Before building the automation, create an email connection:

1. Go to Connections
2. Click + New Connection
3. Choose your email connector:
   • SendGrid — Popular transactional email
   • AWS SES — Amazon Simple Email Service
   • SMTP — Generic SMTP server

Example: SendGrid Connection

Step 2: Create the Automation

1. Go to Automations
2. Click + New Automation
3. Name: Welcome Email Sender
4. Click Create

Step 3: Add Webhook Trigger

Configure Webhook

1. Click Add Trigger
2. Select Webhook

3. You'll see a unique URL like:

   api.work.studio/webhook/abc123xyz

4. Copy this URL — you'll need it to test

Expected Payload

{
  "name": "John Doe",
  "email": "john@example.com",
  "plan": "pro"
}

Step 4: Add CONNECTOR Step for Email

Add the Step

1. Click + below the trigger
2. Select CONNECTOR from the step palette

Configure Email Connector

Configure Email Parameters

Email Body Template

<p>Hi {{ input.name }},</p>

<p>Welcome to work.studio! We're excited to have you on the <strong>{{ input.plan }}</strong> plan.</p>

<p>Here's what you can do next:</p>
<ol>
  <li>Create your first automation</li>
  <li>Connect your favorite apps</li>
  <li>Explore our tutorials</li>
</ol>

<p>Need help? Reply to this email or visit our docs.</p>

<p>Best,<br>
The work.studio Team</p>

Step 5: Add CONDITION Step

Let's notify sales when enterprise customers sign up.

Add CONDITION

1. Click + after the CONNECTOR step
2. Select CONDITION from the step palette
3. Name: Check Enterprise

Configure Condition

{{ input.plan }} == "enterprise"

True Branch: Sales Notification

Add another CONNECTOR step in the True branch:

Workflow Diagram

┌───────────────────┐
│  Webhook Trigger  │
└─────────┬─────────┘
          │
          ▼
┌───────────────────┐
│  CONNECTOR        │
│  Send Welcome     │
│  Email            │
└─────────┬─────────┘
          │
          ▼
┌───────────────────┐
│  CONDITION        │
│  Is Enterprise?   │
├─────────┬─────────┤
│ True    │  False  │
└────┬────┴────┬────┘
     │         │
     ▼         ▼
┌─────────┐   (end)
│CONNECTOR│
│Notify   │
│Sales    │
└─────────┘

Step 6: Test Your Automation

Save and Test

1. Click Save
2. Click Test
3. Enter sample data:

{
  "name": "John Doe",
  "email": "john@example.com",
  "plan": "pro"
}

4. Click Run Test

Verify

• Check the test results panel
• Each step should show ✅
• Check your inbox for the welcome email

Step 7: Test Enterprise Path

Run another test with enterprise plan:

{
  "name": "Jane Smith",
  "email": "jane@bigcorp.com",
  "plan": "enterprise"
}

Verify that both emails are sent:

1. Welcome email to jane@bigcorp.com
2. Notification to sales@work.studio

Using VARIABLE for Email Templates

For cleaner code, use VARIABLE steps to build email content:

Add VARIABLE Step

Add before the CONNECTOR:

Reference in CONNECTOR

html: {{ variables.emailBody }}

Alternative: FUNCTION for Complex Emails

For dynamic content with logic, use a FUNCTION step:

// Build personalized email based on plan
const { name, plan } = context.config;

let features = [];
if (plan === 'enterprise') {
  features = ['Unlimited automations', 'SSO', 'Dedicated support'];
} else if (plan === 'pro') {
  features = ['100 automations/mo', 'Priority support'];
} else {
  features = ['10 automations/mo', 'Community support'];
}

return {
  subject: `Welcome to work.studio, ${name}!`,
  html: `
    <p>Hi ${name},</p>
    <p>Your ${plan} plan includes:</p>
    <ul>
      ${features.map(f => `<li>${f}</li>`).join('')}
    </ul>
  `
};

Best Practices

Next Steps

• Scheduled Reports → — Send emails on a schedule
• Slack Notifications → — Send messages to Slack