How to create an email draft in Gmail for new Tally form submission

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New form submission" under Tally. Then, select the form. This trigger will automatically detect all the new form submissions in Tally to create a new email draft in Gmail.

If this is your first time using a Tally integration in Relay, you'll be prompted to connect your Tally account.

Integrate the Gmail automation into your playbook to ensure the prompt creation of a new email draft in Gmail for every form submission in Tally. Add a new step and select "Create draft" from the list of Gmail automations.

Connect Gmail to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Tally to automatically pass along the right data.

Activating your playbook is the final step to automate creating an email draft in Gmail for every new form submission in Tally. Once turned on, it will respond to new form submissions in Tally by creating an email draft in Gmail without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.