Send Email
Send emails automatically after document generation with dynamic parameters and multiple service options
Last updated
Send emails automatically after document generation with dynamic parameters and multiple service options
Last updated
DocsAutomator offers flexible email automation with two service options: DocsAutomator Mail for reliable delivery and Gmail integration for sending from your own domain.
Sender: DocsAutomator <docs@emails.docsautomator.co>
Benefits: High deliverability, no setup required, reliable infrastructure
Best for: Business communications, automated notifications
Sender: Your connected Gmail account
Benefits: Personal sender reputation, custom sender names, your domain
Best for: Personal communications, branded emails
Requirements: Gmail account connection via OAuth
DocsAutomator Mail is enabled by default and requires no additional setup. Emails are sent from docs@emails.docsautomator.co with "DocsAutomator" as the sender name.
In your automation settings, select Gmail as the email service
Click Connect Gmail Account to authorize DocsAutomator
Select which Gmail account to use for sending emails
Optionally set a custom sender name (defaults to "DocsAutomator")
Multiple Gmail Accounts: You can connect multiple Gmail accounts and choose which one to use for each automation.
Static emails: Enter email addresses directly
Dynamic emails: Use placeholders like {email} or {contact_email}
Multiple recipients: Separate with commas or use multiple placeholder values
Static subject: Enter text directly
Dynamic subject: Use placeholders like {project_name} - Document Ready
Example: Invoice #{invoice_number} for {client_name}
Rich text editor: Format your email content
Dynamic content: Use placeholders throughout the email body
Template variables: Access document data dynamically
Default: PDF documents are attached per default
Optional: Deselect "Attach Generated PDF to Email" to send emails without attachments
Use case: Send notification emails with download links instead
When using Gmail, you can set a custom sender name that appears instead of the default name "DocsAutomator".
Send emails only when specific conditions are met based on your document data.
Click the conditions icon in the email settings
Add conditions using the format: if {placeholder} [condition] value
Multiple conditions use OR logic (email sends if ANY condition is met)
equals: Exact match
does not equal: Not equal to value
contains: Contains substring
does not contain: Does not contain substring
Test your email configuration before going live:
Click Send Test Email in the email settings
Enter a recipient email address
DocsAutomator sends a sample email with:
Your configured subject and content
A sample PDF attachment (if selected)
Actual formatting and styling
Note: Test emails use placeholder-free content since no actual document data is available.
"Gmail account inactive": Reconnect your Gmail account in settings
"No Gmail account selected": Choose a Gmail account in the email service settings
Authentication errors: Re-authorize Gmail access in workspace settings > integrations
Emails not received: Check spam folders, verify recipient addresses
DocsAutomator Mail blocked: Contact support for delivery investigation
Gmail sending limits: Gmail has daily sending limits for personal accounts
Invalid email format: Ensure placeholder values contain valid email addresses
Missing placeholders: Verify all placeholders exist in your document template
Condition errors: Check that condition placeholders have values in your data
