Shapes' automated emails allows you to automatically send custom emails based on employee fields to internal stakeholders, on behalf of anyone in your organization.
Creating a workflow email
Follow the steps here to create a workflow template and run it on an employee.
In either the template or an assigned workflow, click "Add Task" and then "Send Email".
The Email contains 3 components:
1. Due date
2. To
3. Email content
Due dates
All due dates are based on the anchor date. Due dates can either be before, after, or on the due date. Due dates for automated emails are the date that you'd like the email to be sent.
To (Recipient)
"To" allows you to pick any employee in the platform to send the email externally to them. Automatically, Shapes will send an email to the employee.
You can choose whether workflow emails are sent to an employee’s work email or personal email. This is especially helpful for pre-onboarding workflows, where welcome emails and instructions often need to be sent to an employee’s personal email before their work account is active.
Email content
The email content can be completely customizable. Shapes allows you to include files and variables. Variables allow you to automatically pull data of the employee into the email.
And thats it! You've now created custom emails based on employee fields to internal stakeholders.
If you have any questions, feel free to reach out to support@shapes.co