{"id":6994,"date":"2023-11-06T08:00:19","date_gmt":"2023-11-06T08:00:19","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/auto-send-emails\/"},"modified":"2026-06-22T10:52:20","modified_gmt":"2026-06-22T10:52:20","slug":"auto-send-emails","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/auto-send-emails\/","title":{"rendered":"Auto-send Emails on Task Completion"},"content":{"rendered":"<p>Creating <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">emails<\/a> in your tasks and automatically sending them on task completion can drastically cut down the time your team spends on manual updates.<\/p>\n<p><em><strong>Users: In order to add or manage email widgets in your workflows, you must be an Administrator or a <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builder<\/a> who has been given \u2018edit\u2019 access by your Administrator.<\/strong><\/em><\/p>\n<p>In your <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\">Library<\/a>, find the workflow to which you want to add the send email widget then click the <strong>quick link<\/strong> next to the workflow name to edit it.<\/p>\n<p>Go to the task to which you want to add the send email widget then drag and drop the send email widget to the center of the screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16534\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/autosend-edit.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Set up your email with the To field, email subject, and email body in either <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/#Rich_text_email\">rich text<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/#HTML_email\">HTML<\/a>. Then <strong>turn on<\/strong> the toggle to auto-send the email on task completion.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16532\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/autosend-editor.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If the auto-send toggle is greyed out, check the following:<\/p>\n<ul>\n<li><strong>Missing email fields<\/strong> \u2014 your To field, email subject, or email body are missing from the email.<\/li>\n<li><strong>Free trial<\/strong> \u2014 auto-send is available on any paid plan. It\u2019s disabled while you\u2019re on a free trial.<\/li>\n<li><strong>New-account window<\/strong> \u2014 for new accounts, sending email is enabled after a 7-day period on any paid plan. For expedited access, contact the support team.<\/li>\n<\/ul>\n<p>If you have the auto-send email feature turned on, in an active run, the <strong>Send email<\/strong> button is replaced with a message below the email that the email will be sent automatically when the task is complete. However, you can still edit the email, if required, before you complete the task.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16533\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/autosend-run.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once the email is sent out, you will see the timestamp when it was sent out. This will be the same as when the task was completed.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16535\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/autosend-resend.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you want to resend the email, you can uncheck the task and complete it again, as shown above.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating emails in your tasks and automatically sending them on task completion can drastically cut down the time your team spends on manual updates. Users: In order to add or manage email widgets in your workflows, you must be an Administrator or a Builder who has been given \u2018edit\u2019 access by your Administrator. In your [&hellip;]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[284],"class_list":["post-6994","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-email-widget"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":3,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6994\/revisions"}],"predecessor-version":[{"id":10070,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6994\/revisions\/10070"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6994"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6994"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}