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Email Modes

The Email Notification node supports two modes for managing recipients.

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Integration Mode (Default)

Uses recipients configured in your team’s Email Notifications integration settings at Settings → Integrations. Best for:
  • Centralized recipient management across multiple workflows
  • When the same people should receive all form notifications
  • Security-conscious environments with controlled email access

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Workflow Mode

Configure recipients directly in the workflow node. Gives you full control per workflow. Best for:
  • Sending to specific people based on workflow logic
  • Including enrichment data or AI results in emails
  • Different recipients for different workflows

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Template Variables

Use these variables in your email subject and message. They’ll be replaced with actual data when the email is sent.

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Form & Submission

VariableDescription
{{form_name}}The name/title of the form
{{submission_id}}Unique ID of the submission
{{submission_date}}Formatted date and time of submission
{{all_responses}}All form responses, formatted as a list

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Form Fields

Access specific form field values by their field name.
VariableDescription
{{field.email}}Value of the “email” field
{{field.name}}Value of the “name” field
{{field.phone}}Value of the “phone” field
{{field.company}}Value of the “company” field
{{field.<fieldName>}}Any form field by its name

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Enrichment Data

Access data from enrichment nodes (like Clay) that ran before this email node.
VariableDescription
{{enrichment.company}}Enriched company name
{{enrichment.industry}}Company industry
{{enrichment.employee_count}}Number of employees
{{enrichment.<field>}}Any enrichment data field

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AI Agent Outputs

Access outputs from AI agent nodes (SDR Agent, Summarizer) that ran before this email node.
VariableDescription
{{agent.summary}}AI-generated summary
{{agent.bucket}}Qualification bucket (e.g., High-Intent ICP Match)
{{agent.reasoning}}Human-readable reasoning for classification
{{agent.recommended_action}}Recommended next action for the lead
{{agent.confidence}}AI confidence score (0.0-1.0)
{{agent.<field>}}Any AI agent output field

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Example Templates

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Basic Notification

Subject: 
New submission: {{form_name}}
Message: 
You have received a new form submission.

{{all_responses}}

Submission ID: {{submission_id}}
Submitted: {{submission_date}}

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Sales Alert with AI Qualification

Subject: 
🔥 Qualified Lead: {{field.company}}
Message: 
A new lead has been classified by AI!

Contact: {{field.name}}
Email: {{field.email}}
Company: {{field.company}}

Classification: {{agent.bucket}}
Confidence: {{agent.confidence}}
Recommended Action: {{agent.recommended_action}}

Reasoning:
{{agent.reasoning}}

Enriched Company Info:
- Industry: {{enrichment.industry}}
- Company Size: {{enrichment.employee_count}}

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Troubleshooting

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Email not sending

  • Check if Integration mode is selected but no recipients are configured in Settings
  • Check if Workflow mode is selected but no recipients are added to the node
  • Verify the workflow is active, not paused or draft
  • Check run history for any errors

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Variables not replacing

  • Check the variable syntax is correct: {{variable_name}}
  • Field names are case-sensitive
  • Enrichment/agent data requires those nodes to run before the email node
  • Check that upstream nodes completed successfully

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Next Steps

Run History

Monitor and debug workflow runs

Node Types

Explore all available nodes