Email Templates

Email Templates let you create reusable email configurations for Send Email actions in your workflow flows.

INFO

Email Templates may not be available in all environments. This feature is controlled by a feature flag.

What You See

Email templates are displayed as a grid of cards, each showing:

• Name — the template title
• Description — what the email is for
• Action menu — Edit, Duplicate, Delete

Creating an Email Template

Click New Email Template to open the editor.

Template Details

• Name — a descriptive name (e.g., "Approval Notification", "Welcome Email")
• Description — what this email template is for

Email Configuration

• Subject — the email subject line (supports Scriban template expressions for dynamic values)
• Body — the email content (HTML or plain text, supports Scriban template expressions)
• Recipients — how recipients are determined (static addresses or mapped from workflow variables)

Template Expressions

Use Scriban expressions to insert dynamic values:

Subject: Workflow {{ instance.name }} requires your approval
Body: Hello {{ assignee.name }}, please review the {{ input.requestType }} request...

Using Email Templates

To use an email template in a workflow:

1. Open the Flow Editor for a step
2. Add a Send Email action
3. In the action configuration, select the email template
4. The subject, body, and recipient settings are loaded from the template

Managing Templates

Action	Description
Edit	Modify the template's content
Duplicate	Create a copy
Delete	Permanently remove