Who This Is For / When to Use
Use this action if you want to:
Send automated follow-up emails to leads or customers
Deliver multi-step email sequences inside a workflow
Use AI or templates to speed up email creation
Control timing with wait steps between emails
Prerequisites
An active workflow
Email configuration completed for the location
A trigger (optional if contacts are added manually)
Step 1: Add the Send Email Action to a Workflow
Go to Automation
Open Workflows
Create a new workflow or edit an existing one
Click the + icon in the workflow canvas
Select Send Email
Step 2: Configure Required Email Fields
The following fields are required unless noted:
If From Name and From Email are left blank, Kyrios uses default values.
Step 3: (Optional) Add CC and BCC Recipients
Click Cc or Bcc
Enter one or more email addresses
Separate multiple emails with commas
Important behavior:
CC/BCC recipients do not appear in email statistics
Test emails do not send to CC/BCC addresses
Step 4: Choose How to Create the Email
Under Create Email, select one option:
Option A: Quick Compose
Write the email directly in the editor.
Option B: Write Email with AI
Click Write with AI
Select a tone (optional)
Describe the purpose of the email
Click Generate Email
Review and click Use Email
AI notes:
Subject line is optional
Generated content can be refined with follow-up prompts
{{message.body}}always inserts the full email body
Step 5: Use the Text-Wrap Tool (Recommended)
After pasting or writing content:
Click the Text Wrap icon
This preserves line breaks and formatting
This prevents layout issues in email clients like Outlook mobile.
Step 6: Send Email Using a Template
Select Select Existing Template
Choose a template from the list
Click Browse Template Library if needed
Step 7: Edit and Save Templates Inside the Workflow
When editing a template in a workflow:
Click Edit on the template
Make changes in the drag-and-drop editor
Click Save as New Template
Enter a new template name and confirm
This ensures the original template remains unchanged.
Step 8: Add Wait Steps Between Emails (Recommended)
To send multiple emails:
Add a Wait step between Send Email actions
Choose minutes, hours, or days
This prevents emails from sending too close together.
Step 9: Save and Publish the Workflow
Click Save Action
Switch the workflow from Draft to Publish
Template Behavior in Workflows
Editing a template inside a workflow affects only that workflow
Template “Updated At” dates match the Templates section
Global template updates must be synced from Email Templates
Syncing replaces the entire email and applies only to new email actions
Common Issues and Fixes
Email Formatting Looks Broken
Use the Text Wrap tool after pasting content
CC/BCC Not Showing in Stats
This is expected behavior; CC/BCC is excluded from analytics
Template Changes Affected the Wrong Workflow
Always use Save as New Template inside workflows