- How to automatically send an email 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" and “Send draft” step in Gmail
- 3. Activate your playbook
- Learn more about integrating with Gmail and Ashby
- Related blog posts
- More how-to guides featuring Gmail and Ashby
How to automatically send an email draft in Gmail every time an application is marked as 'Hired' in Ashby
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 whenever 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.
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 an application is marked as 'Hired' in Ashby.
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.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an email 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.