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How to automatically send a draft email with Gmail every time a record is added to a list in Attio

How to automatically send a draft email with Gmail every time a record is added to a list in Attio

Relay.app is an automation tool that lets you automate actions across Gmail, Attio, and many other apps. In this guide, we'll show you how to automatically run the “send draft” action in Gmail for each record added to list in Attio using Relay.app.
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Attio logoAttio > Gmail
Trigger
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Attio logoRecord added to list
Gmail logoSend draft
1

Set the Attio trigger as “Record added to list”

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

Add the Attio trigger to initiate your playbook's actions every time a record is added to a list. Click "Add trigger" in your playbook and choose "Record added to list" from the dropdown menu under Attio.

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

2

Add the "Create draft" and “Send draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt sending of an email draft in Gmail every time a record is added to a list in Attio.

Click the "Add step" button, then locate the "Create draft" and “Send draft” automation for Gmail and input the mandatory and relevant details.

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 send a draft email with Gmail every time a record is added to a list in Attio 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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