softsync-email skill

Email

Mail goes out from a mailbox the workspace has already connected. Each recipient gets their own personalised copy, so a list send is many single emails, not one group message.

Order of operations

1. list_mailboxes: check a mailbox is connected. If the list is empty, stop. Connecting a mailbox needs a sign-in in the app.
2. email_templates with action list, then action get to read the one you will send.
3. No suitable template, or one needs fixing? Follow the email-templates reference.
4. manage_email_campaigns with action send, the template and the recipient record ids. One recipient is fine.
5. get_email_campaign to follow progress, and manage_email_campaigns with action cancel to stop what has not gone out yet.

What to know

• A template belongs to one object (for example contacts) and can only be sent to records of that object.
• A placeholder the recipient's record has no value for renders as empty text.
• Sending is paced under the mailbox's hourly and daily limits, so a large list can take a long time. The call returns before anything is delivered.
• Sent mail cannot be recalled.

Rules

• Never invent addresses: each email goes to the address on the recipient's record. Resolve recipients with the records skill.
• Show the user the template and the recipient count and wait for a clear yes before sending.

More detail

Read these when the task needs them:

• email-templates: Writing, changing and deleting templates, and which {{placeholders}} you may use.