Email component

Component Actions & Messaging Governed workflow step Customer-owned runtime

Email for customer-owned automation.

Use Email when a flow needs to notify people or systems through SMTP-backed messaging.

Send workflow-driven email messages, notifications, confirmations, and operational updates.

Email Component
EmailSend SMTP-backed email with recipients, subject, dynamic body content, and attachments.
CX CXFabric Flow Rules, credentials, validation, audit
SettingsInputs and options
LogsRun history and output
Next stepConnector, component, or approval

What this component unlocks

Use Email as a visible flow step.

The docs describe Email as a way to automate email communications from workflows. Builders select an SMTP credential stored in the CXFabric tenant, with an adjacent menu for adding, editing, viewing, deleting, or managing credentials. Email settings include sender, recipients, CC/BCC, subject, dynamic workflow data, variables, message content, optional attachments, hover tooltips, and execution results in the logs panel.

SMTP credentials

Send email through credentials stored in the CXFabric tenant.

Dynamic content

Use workflow data and variables in subject lines and message bodies.

Attachments

Attach files when workflow output or handoff material should travel with the message.

Use cases

Where Email fits in automation.

These examples show how this component can become part of production workflows across customer-owned systems and environments.

Component

Customer confirmation

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step
Component

Internal alert

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step
Component

Approval request

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step
Component

Exception notification

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step
Component

Daily summary

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step
Component

Handoff email

Use Email as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.

  • Collect the approved input
  • Apply customer-specific rules
  • Pass a clear result to the next step

Configuration surface

Practical options builders expect to use.

The exact fields can vary by deployment and product version, but each page gives customers a clear view of the component's intended role.

Component

Add Email to canvas

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Select SMTP credential

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Manage credentials if needed

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Set sender and recipients

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Add CC or BCC

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Write subject and content

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Attach files

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Component

Execute and review logs

Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.

Implementation notes

Design the step with operations in mind.

Components should be easy for builders to configure and easy for operators to understand after the workflow is live.

Planning note

Use templates for consistent messages

Use templates for consistent messages.

CXFabric approach

Make the behavior explicit in the workflow so operators can see what happens before and after this component runs.

Planning note

Be careful with PII in outbound email

Be careful with PII in outbound email.

CXFabric approach

Make the behavior explicit in the workflow so operators can see what happens before and after this component runs.

Planning note

Log message delivery context

Log message delivery context.

CXFabric approach

Make the behavior explicit in the workflow so operators can see what happens before and after this component runs.

Workflow patterns

Reusable patterns for Email.

These are concept patterns that can be adapted to a customer's systems, policies, credentials, and deployment model.

Email in a customer intake flow

Start with an event, use Email, then route the result to CRM, ticketing, or a customer-owned system.

Email with approval and audit

Add validation, human approval, and logging around the component before downstream actions execute.

Email in a private runtime

Deploy the component inside a customer-owned environment with credentials and logs governed by the customer.

Email plus custom connector

Combine the component with packaged connectors or custom APIs when the process needs reusable system logic.

Component planning

Need Email inside a customer workflow?

We can scope the workflow, component configuration, credentials, deployment model, and handoff path before buildout begins.

We will use this to follow up about your CXFabric workflow.