Email Notifications
Workflows
Email Notifications
Send customized email alerts when form submissions flow through your workflow.
Email Modes
The Email Notification node supports two modes for managing recipients.
Integration Mode (Default)
Uses recipients configured in your team's Email Notifications integration settings at Settings → Integrations.
Best for
- • Centralized recipient management across multiple workflows
- • When the same people should receive all form notifications
- • Security-conscious environments with controlled email access
Workflow Mode
Configure recipients directly in the workflow node. Gives you full control per workflow.
Best for
- • Sending to specific people based on workflow logic
- • Including enrichment data or AI results in emails
- • Different recipients for different workflows
Template Variables
Use these variables in your email subject and message. They'll be replaced with actual data when the email is sent.
Form & Submission
| Variable | Description |
|---|---|
{{form_name}} | The name/title of the form |
{{submission_id}} | Unique ID of the submission |
{{submission_date}} | Formatted date and time of submission |
{{all_responses}} | All form responses, formatted as a list |
Form Fields
Access specific form field values by their field name.
| Variable | Description |
|---|---|
{{field.email}} | Value of the "email" field |
{{field.name}} | Value of the "name" field |
{{field.phone}} | Value of the "phone" field |
{{field.company}} | Value of the "company" field |
{{field.<fieldName>}} | Any form field by its name |
Enrichment Data
Access data from enrichment nodes (like Clay) that ran before this email node.
| Variable | Description |
|---|---|
{{enrichment.company}} | Enriched company name |
{{enrichment.industry}} | Company industry |
{{enrichment.employee_count}} | Number of employees |
{{enrichment.<field>}} | Any enrichment data field |
AI Agent Outputs
Access outputs from AI agent nodes (SDR Agent, Summarizer) that ran before this email node.
| Variable | Description |
|---|---|
{{agent.summary}} | AI-generated summary |
{{agent.bucket}} | Qualification bucket (e.g., High-Intent ICP Match) |
{{agent.reasoning}} | Human-readable reasoning for classification |
{{agent.recommended_action}} | Recommended next action for the lead |
{{agent.confidence}} | AI confidence score (0.0-1.0) |
{{agent.<field>}} | Any AI agent output field |
Example Templates
Basic Notification
Subject
New submission: {{form_name}}
Message
You have received a new form submission.
{{all_responses}}
Submission ID: {{submission_id}}
Submitted: {{submission_date}}
Sales Alert with AI Qualification
Subject
🔥 Qualified Lead: {{field.company}}
Message
A new lead has been classified by AI!
Contact: {{field.name}}
Email: {{field.email}}
Company: {{field.company}}
Classification: {{agent.bucket}}
Confidence: {{agent.confidence}}
Recommended Action: {{agent.recommended_action}}
Reasoning:
{{agent.reasoning}}
Enriched Company Info:
- Industry: {{enrichment.industry}}
- Company Size: {{enrichment.employee_count}}
Troubleshooting
Email not sending
- • Check if Integration mode is selected but no recipients are configured in Settings
- • Check if Workflow mode is selected but no recipients are added to the node
- • Verify the workflow is active, not paused or draft
- • Check run history for any errors
Variables not replacing
- • Check the variable syntax is correct: {{variable_name}}
- • Field names are case-sensitive
- • Enrichment/agent data requires those nodes to run before the email node
- • Check that upstream nodes completed successfully
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