Using AI to Generate Email Content in Workflows
Create professional, targeted emails in moments using the AI-powered feature within your CRM's workflow builder. This tool helps you automatically generate email content based on a simple description, saving you time on copywriting while maintaining a high standard of communication.
Benefits of AI Email Generation
- Speed: Produce complete email drafts in seconds.
- Ease of Use: No advanced writing skills are required.
- Customizable Tone: Select from different tones to match your brand's voice.
- Context-Aware: The AI creates content relevant to your workflow's purpose and audience.
- Seamless Integration: The generated email is inserted directly into your workflow action.
How to Generate an AI Email in a Workflow
Follow these steps to create an email using AI within a workflow action.
Step 1: Access Your Workflow
From your CRM dashboard, navigate to the Automation section and select Workflows. You can either create a new workflow or edit an existing one.
Step 2: Add a Send Email Action
Inside the workflow builder, add or select a trigger. Then, click the plus sign to add a new action. Search for "Send Email" or find it under the Communications category and select it.
Step 3: Configure Basic Email Details
In the Send Email action settings, provide a name for the action and enter the "From Name" and "From Email" address. You can also add CC or BCC recipients here. The subject line field can be left blank initially, as the AI can suggest one.
Step 4: Launch the AI Writer
In the message body section of the action, click the "Write with AI" button. A window will appear where you can select a tone (like Friendly or Professional) and write a prompt describing the email's purpose, target audience, and desired outcome. Click "Generate Email" to create the content.
Step 5: Insert and Review the Email
The AI will generate a subject line and the full body of the email. Review the content carefully. You can edit the text directly, provide a new prompt to regenerate the email, or replace the subject line. When you are satisfied, click "Use Email" to insert the content into the message field.
Step 6: Finalize the Action
Once the AI-generated content is inserted, you can add any file attachments and send a test email if desired. Finally, click "Save Action" to add the completed step to your workflow. The email is now ready to be sent automatically based on your workflow's trigger.
Frequently Asked Questions
Can I edit the email the AI creates?
Yes, you can review and make any necessary changes to the subject line and body text before saving the action.
What tones can I choose from?
You can select from a variety of tones, including neutral, friendly, professional, and others.
Is there an additional cost for this feature?
No, using the AI to generate emails within workflows is included with your CRM subscription.
What if I don't like the first email generated?
You can provide additional instructions and regenerate the email as many times as needed until you get a result you are happy with.