> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Notifications

> Send customized email alerts when form submissions flow through your workflow.

## Email Modes

The Email Notification node supports two modes for managing recipients.

### 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

### 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

## Template Variables

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

### Form & Submission

| Variable              | Description                             |
| --------------------- | --------------------------------------- |
| `{{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 |

### Form Fields

Access specific form field values by their field name.

| Variable                | Description                  |
| ----------------------- | ---------------------------- |
| `{{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   |

### Enrichment Data

Access data from enrichment nodes (like Clay) that ran before this email node.

| Variable                        | Description               |
| ------------------------------- | ------------------------- |
| `{{enrichment.company}}`        | Enriched company name     |
| `{{enrichment.industry}}`       | Company industry          |
| `{{enrichment.employee_count}}` | Number of employees       |
| `{{enrichment.<field>}}`        | Any enrichment data field |

### AI Agent Outputs

Access outputs from AI agent nodes (SDR Agent, Summarizer) that ran before this email node.

| Variable                       | Description                                        |
| ------------------------------ | -------------------------------------------------- |
| `{{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                          |

## Example Templates

### Basic Notification

**Subject:**

```
New submission: {{form_name}}
```

**Message:**

```
You have received a new form submission.

{{all_responses}}

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

### 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}}
```

## Troubleshooting

### 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

### 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

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Run History" icon="bar-chart-3" href="/guides/workflows/run-history">
    Monitor and debug workflow runs
  </Card>

  <Card title="Node Types" icon="layers" href="/guides/workflows/nodes">
    Explore all available nodes
  </Card>
</CardGroup>