Send email from a flow
A great many automations end in an email: a payment reminder, a reply to an enquiry, a heads-up to a colleague. The Send email step does exactly that — a real, personalised message, sent from the right account, as a step in your flow.
The Send email step
Section titled “The Send email step”Add a Send email step and fill in three fields:
- To — the recipient address.
- Subject — the subject line.
- Body — the message.
Every field accepts template variables, so each email is written for its recipient rather than mass-produced. A reminder body might read:
Hi {{ loop.item.firstName }},
Invoice {{ loop.item.number }} for {{ loop.item.amount }} is now overdue.Could you let us know when we can expect payment?
Thanks,{{ user.firstName }}{{ user.firstName }} is the person who ran the flow; {{ loop.item.* }} pulls fields off whatever record you’re looping over. See Template variables for everything in scope.
Send through: which account carries it
Section titled “Send through: which account carries it”The Send through setting decides which account the email actually goes out from:
| Send through | What it means |
|---|---|
| Automatic (default) | Routario picks the best available account for you |
| Resend | Routario’s built-in transactional sender |
| Gmail | a connected Google Workspace mailbox |
| Microsoft 365 | a connected Microsoft 365 mailbox |
Leave it on Automatic unless you have a reason not to. Automatic resolves in order: your workspace’s default carrier → the single account you’ve connected (Gmail or Microsoft 365) → Resend as the fallback.
Why connect Gmail or Microsoft 365? Sending through a real mailbox means the email comes from a person — replies land back in that inbox, the message threads naturally, and it doesn’t look machine-sent. Connect an account under Settings → Connections → Apps (Google or Microsoft). Resend is the zero-setup option: a reliable transactional sender, good for system-style notifications.
Set up your sender
Section titled “Set up your sender”Configure the built-in (Resend) sender once, under Settings → Connections → Apps → Email:
- From address — the address your automatic emails are sent from.
- From name — the display name recipients see.
- Reply-to — where replies should go, if different from the from address.
When you send through a connected Gmail or Microsoft 365 account instead, the email goes out from that mailbox’s address — the settings above apply to the built-in sender.
Worked example: a polite payment reminder
Section titled “Worked example: a polite payment reminder”Pair sending with a scheduled flow to chase overdue invoices hands-off.
- Schedule trigger — every weekday at 08:00.
- Find records — the invoices that are now overdue. Label the list
overdue. - For each over
{{ overdue }}. - Send email —
Tois{{ loop.item.email }}, with aSubjectandBodythat name the invoice and amount (as above). Leave Send through on Automatic.
There’s a complete, follow-along version of this in Chase unpaid invoices automatically.
Where to go next
Section titled “Where to go next”- Send email — full reference — every field, with example values.
- Chase unpaid invoices automatically — sending email inside a real, scheduled flow.
- Receive email into a flow — the other half: act on email that comes in.