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Send Notes by Email
Email ready-to-share notes to saved contacts from your account
Use this Agent instantly or customize it - no programming needed
- Recipient namesRecipient names
Your note names the people who should receive the email.
- Email subjectEmail subject
Your note provides the subject for the outgoing email.
- Note messageNote message
Your note's body becomes the email message, without its send-status line.
- Note attachmentsNote attachments
Your linked attachments include file names and contents for the email.
- Previous send statusPrevious send status
Your note may show an earlier successful send that prevents an accidental resend.
- Contact email addressesContact email addresses
Your saved contacts supply one clear email address for each named recipient.
Your note app submits the open note and attachments on command, then adds the send status.
Your contacts app finds each named recipient's email address in saved contacts.
- Note send statusNote send status
Your note shows the sent message ID and recipients, or why this run could not confirm a send.
- Note send statusNote send status
Your note shows the sent message ID and recipients, or why this run could not confirm a send.
- Note send statusNote send status
Your note shows the sent message ID and recipients, or why this run could not confirm a send.
- Note send statusNote send status
Your note shows the sent message ID and recipients, or why this run could not confirm a send.
- Sent emailSent email
Your email account accepts the note's subject, message, and attachments when the send succeeds.
- Note send statusNote send status
Your note shows the sent message ID and recipients, or why this run could not confirm a send.
Your email account emails the note's message and attachments, then returns a message ID or error.
This Agent starts when you run your note's email command. It checks saved contacts and attachments before sending. It puts the send result back in the note.
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GmailUsed as:
- Note app
Gmail submits the open note and attachments on command, then adds the send status.
- Email account
Gmail emails the note's message and attachments, then returns a message ID or error.
Microsoft OutlookUsed as:
- Note app
Microsoft Outlook submits the open note and attachments on command, then adds the send status.
- Contacts app
Microsoft Outlook finds each named recipient's email address in saved contacts.
- Email account
Microsoft Outlook emails the note's message and attachments, then returns a message ID or error.
ZoomUsed as:
- Note app
Zoom submits the open note and attachments on command, then adds the send status.
- Contacts app
Zoom finds each named recipient's email address in saved contacts.
- Email account
Zoom emails the note's message and attachments, then returns a message ID or error.
Google ContactsUsed as:
- Contacts app
Google Contacts finds each named recipient's email address in saved contacts.
Microsoft Office 365Used as:
- Note app
Microsoft Office 365 submits the open note and attachments on command, then adds the send status.
- Email account
Microsoft Office 365 emails the note's message and attachments, then returns a message ID or error.
ClickSend SMSUsed as:
- Email account
ClickSend SMS emails the note's message and attachments, then returns a message ID or error.
KeapUsed as:
- Email account
Keap emails the note's message and attachments, then returns a message ID or error.
ClioUsed as:
- Contacts app
Clio finds each named recipient's email address in saved contacts.
SendGridUsed as:
- Email account
SendGrid emails the note's message and attachments, then returns a message ID or error.
Zoho MailUsed as:
- Note app
Zoho Mail submits the open note and attachments on command, then adds the send status.
- Email account
Zoho Mail emails the note's message and attachments, then returns a message ID or error.
Campaign MonitorUsed as:
- Email account
Campaign Monitor emails the note's message and attachments, then returns a message ID or error.
GetResponseUsed as:
- Email account
GetResponse emails the note's message and attachments, then returns a message ID or error.
MailgunUsed as:
- Email account
Mailgun emails the note's message and attachments, then returns a message ID or error.
MailjetUsed as:
- Email account
Mailjet emails the note's message and attachments, then returns a message ID or error.
Little Green LightUsed as:
- Contacts app
Little Green Light finds each named recipient's email address in saved contacts.
ActiveCampaign PostmarkUsed as:
- Email account
ActiveCampaign Postmark emails the note's message and attachments, then returns a message ID or error.
Mailchimp TransactionalUsed as:
- Email account
Mailchimp Transactional emails the note's message and attachments, then returns a message ID or error.
Microsoft ExchangeUsed as:
- Email account
Microsoft Exchange emails the note's message and attachments, then returns a message ID or error.
Made for your industry
Send Notes by Email is made for businesses in these industries.
- Advertising and Marketing
Send campaign handoff notes and files to saved contacts.
Show all Agents for the Advertising and Marketing industry - IT Services
Email project handoff notes and files to teammates.
Show all Agents for the IT Services industry - Consulting
Send engagement notes and attached files to named colleagues.
Show all Agents for the Consulting industry - Construction
Email job notes and attached files to named project contacts.
Show all Agents for the Construction industry - Architecture and Engineering
Email design notes and files to colleagues on the project.
Show all Agents for the Architecture and Engineering industry
Made for your role
Send Notes by Email is made for people in these roles.
- Project Coordinator
Email project notes and files to colleagues, then log the result.
Show all Agents for the Project Coordinator role - Project Manager
Send team notes by email and see the send status in the note.
Show all Agents for the Project Manager role - Operations Coordinator
Send handoff notes with files to colleagues from the same note.
Show all Agents for the Operations Coordinator role
Made for your department
Send Notes by Email is made for people in these departments.
- Marketing
Share campaign notes and attachments with named colleagues by email.
Show all Agents for the Marketing department - Creative Operations
Email creative handoff notes and files to colleagues.
Show all Agents for the Creative Operations department - Project Management
Email project handoff notes with files and a send confirmation.
Show all Agents for the Project Management department - Operations
Send team handoff notes to contacts and see the email status.
Show all Agents for the Operations department
How Send Notes by Email works
4 steps, in order, on every run.
-
Check the noteRead the note's email details and earlier send status. Hold the email if details are missing or it was sent already.
-
Find recipient addressesMatch the named recipients to saved contacts. Hold the email and name anyone with no match or several matches.
-
Prepare the emailRemove the send-status line from the message and include linked attachments. Hold the email if any file contents are missing.
-
Send and report the resultSend from your connected email account. Add the message ID and recipients to the note, or report a sending error.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
18 tools
- Connect the note app's send command to the Agent's webhook and configure its response to append to the same note.
- Agree on note frontmatter fields for recipient names and the email subject; use the note body as the message and linked note attachments as email attachments.
- Connect the team's contacts list and the email account the coordinator is allowed to send from.
- Use a distinct send-status line in the note and require the coordinator to remove it before intentionally resending a revised note.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Notes by Email:
Yes, if you set up the note's email command and connect it to this Agent. You choose where recipient names and the subject go in frontmatter.
Your note shows which name needs your choice, and the Agent holds the email. You can correct the name or contact before trying again.
Yes. You remove the successful send status before intentionally resending a revised note. Leaving it in place prevents another send.
No. A message ID confirms your email account accepted the message for sending. It does not confirm delivery or an open.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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