How to Send AI-Generated Emails in Workflows
Using AI to Generate Emails in Workflows
The CRM includes an AI-powered email generation tool that allows you to create professional, high-converting emails directly within your workflows. By simply describing your goal, you can generate tailored email content for marketing, sales, or transactional purposes without manual copywriting.
Benefits of AI Email Generation
- Instantly create engaging, context-aware emails
- Save time compared to writing emails manually
- Customize tone and style to match your brand voice
- Generate effective subject lines to improve open rates
- Enable users of all skill levels to produce polished content
How to Generate an AI Email
Follow these steps to use the AI email generator in your workflows:
- Select Send Email Action: In your workflow builder, choose the Send Email action.
- Activate AI: Click the Write with AI button to open the email generator.
- Describe Your Goal: Enter a brief description of what you want the email to accomplish (e.g., "Promotional email for a 20% summer discount").
- Choose Tone (Optional): Select from tone options like Neutral, Friendly, Professional, or Casual. The default is Neutral.
- Generate Content: Click Generate to create the email. The AI will produce both body content and a subject line.
- Subject Line Option: Use the checkbox to decide whether to apply the AI-generated subject line.
- Refine if Needed: If you want adjustments, click Re-generate and provide additional instructions.
- Implement: Once satisfied, click Use Email to insert the content into your workflow.
Key Features
- AI-Powered Writing: Generates professional email content based on your description.
- Tone Selection: Customize the email's style to fit your brand or campaign.
- Subject Line Control: Choose to use or ignore the AI-generated subject line.
- Iterative Editing: Use the Re-generate option with follow-up prompts to refine the content.
Frequently Asked Questions
Q: Is there a cost for using the AI email generator?
A: The feature is available at no additional charge.
Q: Can I use it for transactional emails?
A: Yes, it works for both marketing and transactional emails within workflows.
Q: Can I edit the generated content?
A: Yes, you can fully edit the email before using it in your workflow.
Q: Does the AI add personalization like names?
A: The AI generates general content. Add personalization tags (e.g., {{first_name}}) manually as needed.
Q: What tone options are available?
A: Options include Neutral, Friendly, Professional, Casual, and others.
Q: Is there a word limit?
A: There's no strict limit, but concise descriptions typically yield better results.