Optix

Learn about the default subject line of the "Send an email" action in Automations

What is the default subject line of emails when I send an email Automation?

As an Admin, learn about all of the personalization data options you can use for emails and messages within Optix Automations.

How can I personalize messages and emails with automations?

As an Admin, earn how to send a test email for your Automation, and learn where that email is sent.

How do I test my Automation emails?

As an Admin, learn how to adjust the send and receive Settings for emails sent via Automations.

Where are emails from Automations sent? Can my members reply to these emails?

Learn how you can connect your Gmail,  Exchange/Outlook or Manual SMTP account to Automations

How do I connect my personal email from Automations?

As an Admin, learn how to use the Assignment details macro in Automations

How do assignment details macros work in Optix?

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Raul Zhou

Automation Emails

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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