Edit or Skip Emails in Task Automations
complete
Amanda Aparicio
When completing a task that has an automation to send an email to the client, give me two options:
- Edit the email before sending
- Skip sending the email altogether
That way, I can modify what I need to on-the-fly (vs. having to change the automation and then remembering to change it back in the next project recurrence)
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Amanda Aparicio
Merged in a post:
Allow email template edit before sending
Amanda Aparicio
I currently use 17hats and one of the great features is the ability to create email templates that can be edited before being sent as part of a workflow. EG, I have a 'client onboarding' email template which has the rough outline of my onboarding spiel, but which I always customize before sending.
Amanda Aparicio
updated the status to
complete
R
Robert McGee
Can we limit what staff can edit automated emails please 🙏 or even which automated emails can be altered.
Amanda Aparicio
updated the status to
in progress
Autopilot
Merged in a post:
Email Template Edits
S
Samantha Dowdy
When sending client tasks, it would be amazing to be able to customize email templates when each task is sent (not just automatically changing the client name/things like that, but being able to edit deadlines or the wording of sentences, without needing to create a new template)