Usage

This action allows you to compose and save a draft email in a Gmail account with the DRAFT label. This action is ideal for preparing emails that need review or completion before sending. You can include recipients, subject, body content, attachments, and more, streamlining email creation within automated workflows.

Fields

Connection
Select your configured Gmail connection to authenticate Zenphi with your Gmail account, enabling it to create and manage drafts.
To
Specify the recipient email addresses for the draft email. Multiple addresses can be separated by commas.
CC
Enter the email addresses for carbon copy (CC) recipients. These recipients will receive a copy of the email but are not the primary audience.
BCC
Provide the email addresses for blind carbon copy (BCC) recipients. These recipients will receive a copy of the email without others being aware of their inclusion.
Reply to Address
Specify the email address where replies to this draft email should be directed. If left blank, replies will default to the sender's email address.
Subject
Enter the subject line for the draft email. This provides a concise summary of the email content.
Format
Choose the format of the email body. Options include:
- Rich Text: Allows for basic text formatting (e.g., bold, italics).
- HTML: Enables the use of HTML code for more advanced formatting.
- Plain Text: Sends the email without formatting.
Body
Enter the content of the email. The content can be formatted based on the selected format (Rich Text, HTML, or Plain Text).
Attachment
Add files to attach to the draft email. You can Add one or more files to be included with the email.

Demonstration on how to use it in a flow

1.Drag and drop Create Draft action into the flow.

2.The Name section is pre-filled by the action name but you can configure this section according to your preference.

3.Click the gear icon to open its settings.

Select the Gmail connection that you have configured in Zenphi. This connection allows Zenphi to create drafts in the associated Gmail account.
Enter the recipient's email address in the To field. For example, input [email protected] to specify the primary recipient of the email.
Add any email addresses you want to copy on the email in the CC field. For instance, you could input [email protected] if the manager needs to be copied.
Provide any email addresses for blind carbon copy recipients in the BCC field. For example, input [email protected] to send a copy discreetly.
Specify an alternate Reply To address if needed. For example, enter [email protected] if responses should go to a different email address.
Input the subject of the email in the Subject field. For example, you could write Project Update for November to summarize the content.
Select the desired format for the email body. Choose Rich Text, HTML, or Plain Text depending on your requirements.
Enter the email's content in the Body field. For example, you might include a message such as:
"Dear Team,
Please find attached the November project updates. Let me know if you have any questions."
Add any files you want to attach to the draft email. For example, add a PDF of the project report or other relevant documents.

Result

The "Create Draft" action streamlines the process of composing and saving email drafts directly within Gmail. By accurately filling out fields like recipients, subject, body, and attachments, you can automate the creation of drafts, saving time and ensuring consistency in your communications. This action is a valuable tool for preparing emails that can be reviewed and sent at a later time.