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Advanced FeaturesDraft Emails

Draft Emails

The agent automatically generates email drafts based on spreadsheet data. Using data from tables like customer lists, order lists, or report recipient lists, you can create dozens of email drafts at once.

Email draft list

Requesting Email Drafts

Ask the agent in natural language from the chat window. You need a sheet in the workbook with recipient information (name, email address).

"Write a delivery completion notification email to the customer emails in column B. Use column A for names and column C for order numbers to personalize each one."
"Create email drafts to send a quarterly report attachment to the contacts at partner companies in Sheet1."

The agent generates a draft for each recipient and displays them as email cards in the chat window.

Reviewing and Editing Email Drafts

Single Email

Single email draft editing screen

Click an email card to open the editing screen.

  • From: Select the connected email service (Gmail, Resend, etc.)
  • To/CC/BCC: Review and edit recipient email addresses
  • Subject: Edit the email subject
  • Body: Edit the HTML body directly
  • Attachments: Attach the workbook file or other files

After editing, click Save, then send with the Send button once you’ve confirmed the content.

Batch Emails

If you’ve created emails with different content for multiple recipients, they appear as a batch card.

Batch email carousel
  • The card shows the number of emails generated and a recipient preview.
  • Click the card to open the editing view. Subject and body live in one common template, and whatever differs per recipient sits in it as a variable such as ${'{'}name{'}'}.
  • Step through the items and fill in just that person’s recipient address and variable values. To reword the message itself, edit the common template and every item picks it up.
  • Sent items record a send time, so you can see how far the batch got and send only what is left.

You can generate up to 100 email drafts at once.

Email Management Screen

You can view and search all generated email drafts under Email in the sidebar. Asking the agent “show me the email list” opens it too.

Email management screen
  • Search by email subject or recipient
  • Displays 5 per page
  • Send history (success/failure) is also visible

Email Sending Setup

To actually send emails, you need an email service integration. Currently supported services:

  • Gmail: Connect via Google account OAuth
  • Resend: Connect by entering your API key

→ Set up integrations

You can write and edit drafts without an email service integration. Sending is only possible after integration.

Automate Emails with Workflows

If you need to send the same type of email regularly, save it as a workflow.

"Create a workflow that organizes this week's to-do list for team members every Monday and creates email drafts."

→ Create a workflow

Add a schedule to that workflow and it can generate the email drafts on its own at a set time, such as every Monday. → Schedule

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