In this how-to guide

How to automatically create a draft in Gmail every time an application is marked as hired in Ashby
1. Set the Ashby trigger as “Application marked as Hired”
2. Add the “Create draft” step in Gmail
3. Activate your playbook
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How to automatically create a draft in Gmail every time an application is marked as hired in Ashby

How to automatically create a draft in Gmail every time an application is marked as hired in Ashby

Relay.app is an automation tool that lets you automate actions across Gmail, Ashby, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Gmail for each application marked as Hired in Ashby using Relay.app.

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Ashby > Gmail

Trigger

Last triggered

Application marked as Hired

Create draft

1

Set the Ashby trigger as “Application marked as Hired”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Ashby trigger to initiate your playbook's actions every time an application is marked as hired. Click "Add trigger" in your playbook and choose "Application marked as Hired" from the dropdown menu under Ashby.

If you still need to connect your Ashby account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Create draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft in Gmail every time an application is marked as hired in Ashby.

Click the "Add step" button, locate the "Create draft" automation for Gmail and input the mandatory and relevant details such as the recipient's email address, subject, and body of the email.

If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft in Gmail every time an application is marked as hired in Ashby without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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