Workspace Email Notifications

Email Notifications adds Send email notification to your Attio workflows. Choose a teammate and send the details they need to act, using values from earlier steps.

Email a deal owner when a deal changes stage, notify a teammate about an overdue task, or alert the support lead when a high-value company is created. Each alert goes to an active member of your connected Attio workspace.

Workspace admins manage alerts in the Neon Deer platform: review activity, check sending statuses, cancel waiting alerts, and set delivery limits. Add a subject prefix and one optional BCC address to copy every alert.

Add an alert to a workflow

Set Recipient to a workspace member, write a Subject, and add your Message. Use values from earlier steps to include names, deal details, and a record URL. Messages are plain text with line breaks preserved.

The step finishes with Queued once Neon Deer accepts the alert, so your workflow continues without waiting for delivery. Retries of the same step execution do not create another alert.

Receive the email

Alerts come from alerts@notify.neondeerdata.com. If you have strict email security protocols in place, add this address to allowed senders or contacts, or ask your email administrator to allow it. Your workspace's optional prefix is added before the subject. If an admin sets a BCC address, it receives a copy of every alert, including the message.

Neon Deer checks that the recipient is an active Attio workspace member when sending. Removed or suspended members do not receive alerts. If the member list cannot be checked, the alert waits until it can be.

Check activity

An admin can search and filter alerts in the Neon Deer platform, see why an alert was not sent, and open its workflow run in Attio.

Initial setup

1. Install Email Notifications in Attio.
2. Connect it to Neon Deer when prompted.
3. A workspace admin turns on Send email alerts under Email Notifications → Settings in the Neon Deer platform.
4. Add Send email notification to a workflow.

Only workspace admins can open Email Notifications in the Neon Deer platform. Alerts are off until an admin turns them on.

Adding the step

All three fields are required:

• Recipient: choose an Attio workspace member or use a member from an earlier step. Arbitrary email addresses cannot be used.
• Subject: up to 100 characters. The workspace prefix is added automatically. Any subject lines longer than the prefix length + 100 characters will be cut off, but will not fail.
• Message: up to 2,000 characters. Write several lines and insert values from earlier steps. Formatting and attachments are not supported. Any messages longer than 2,000 characters will be cut off at that limit.

Settings and limits

Neon Deer has Overview, Activity, and Settings tabs. Overview shows recent activity, 30-day sent and not-sent totals, and alerts waiting now. Activity has search and filters for workflow, recipient, status, and creation date. Use Stop all alerts to turn off sending and cancel every alert still waiting.

In Settings, review the connection, choose a subject prefix of up to 40 characters, and add one optional BCC address. It copies every alert across all workflows; one alert with its BCC copy counts once toward the limits. An example email shows your settings without sending a message.

Delivery controls appear in this order:

• Per recipient, per minute: 1, 2, or 5 alerts (default 5). More alerts to that person wait for the next minute.
• Per recipient, per hour: 1, 5, 10, 25, or 50. More alerts to that person are refused; alerts already waiting count.
• Per workspace, per hour: 5, 10, 25, or 50. More alerts wait until they can be sent.
• Keep unsent alerts for: 15 minutes, 30 minutes, or 1 hour. Alerts still waiting after that time expire and are never sent.