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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.

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.

The Send through setting decides which account the email actually goes out from:

Send throughWhat it means
Automatic (default)Routario picks the best available account for you
ResendRoutario’s built-in transactional sender
Gmaila connected Google Workspace mailbox
Microsoft 365a 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.

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.

Pair sending with a scheduled flow to chase overdue invoices hands-off.

  1. Schedule trigger — every weekday at 08:00.
  2. Find records — the invoices that are now overdue. Label the list overdue.
  3. For each over {{ overdue }}.
  4. Send emailTo is {{ loop.item.email }}, with a Subject and Body that 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.