Who This Is For / When to Use
This feature is for users who want to quickly create professional, on-brand emails inside workflows without manually writing copy, such as for promotions, announcements, follow-ups, or reminders.
What Email Action AI Does
Email Action AI is a built-in AI assistant inside the Send Email workflow action that generates email content based on a user-provided description.
The AI produces a suggested email subject and body, which can be reviewed, modified, regenerated, and inserted directly into the workflow.
Where to Find Email Action AI
Email Action AI is available inside the Send Email action in the Workflow Builder.
Open an existing workflow or create a new one.
Add or select a Send Email action.
Locate the Write with AI button in the message editor.
How to Generate an Email Using AI
Generating an email with AI follows a guided, step-by-step flow inside the Send Email action.
Step 1: Open the AI Assistant
Click Write with AI to open the Email Action AI assistant.
This opens a modal where prompts and tone can be configured before generating content.
Step 2: Select an Email Tone (Optional)
The Tone setting controls the writing style of the generated email.
Tone selection is optional.
If no tone is selected, the AI uses a neutral default tone.
Common tone examples include persuasive, friendly, professional, or informative.
Step 3: Enter a Prompt
The prompt describes what the email should accomplish.
Prompts should clearly state:
The purpose of the email
The audience
Any desired outcome or action
Example prompt:
Write a promotional email asking users to use a holiday discount and purchase Christmas-themed merchandise.
More specific prompts produce more accurate results.
Step 4: Generate the Email
Click Generate Email to create the email.
The AI produces:
A suggested Email Subject
A fully written Email Body
Reviewing and Editing the Generated Email
After generation, the email preview appears inside the AI modal.
You can:
Edit the subject or body manually
Request changes using the modification input
Regenerate the email with a follow-up prompt
Using or Discarding the AI-Generated Content
The final step determines how the generated email is applied.
Use Subject: Enables or disables inserting the AI-generated subject line
Use Email: Inserts the email content into the Send Email action
Cancel: Discards the generated content
Once inserted, the email behaves like any manually written workflow email.
Common Issues and Fixes
AI Button Is Not Visible
Cause: The Send Email action is not selected or the editor is not active.
Fix: Click into the Send Email action and ensure the message editor is visible.
Generated Email Does Not Match Expectations
Cause: The prompt was too broad or lacked context.
Fix: Regenerate the email using a more specific prompt that includes audience, intent, and tone.
Subject Line Is Incorrect
Cause: The AI-generated subject does not fit the campaign.
Fix: Disable Use Subject or manually edit the subject before inserting the email.
Frequently Asked Questions
Can I regenerate the email after it is created?
Yes. You can regenerate the email by entering a follow-up instruction and clicking Regenerate Email.
Do I have to use the AI-generated subject line?
No. The Use Subject checkbox allows you to choose whether the subject is applied.
Can I edit the email after inserting it into the workflow?
Yes. Once inserted, the email can be edited like any standard workflow email.
Is Email Action AI required to send emails?
No. Email Action AI is optional and does not replace manual email creation.