Introduction
Workspace
Email & Calendar
Imports & Exports
Users & Permissions
Integrations
Data & Syncing
Tips & Tricks
Account & Billing
Security & Privacy
Support
Docs
/
Email & Calendar
/

Send emails in Attio

You can send emails to your records directly from Attio - no need to leave the platform.

Composing emails

Use the keyboard shortcut c from anywhere within Attio to bring up the Compose email window.

If you haven't already synced your email and granted email sending permissions, you'll be prompted to do so.

  • Quickly locate records with recipient search suggestions
  • CC or BCC additional recipients
  • Format your email by highlighting body text with click and drag
  • Compose an email from scratch, or use a template if you've created one
  • Compose email can also be found in quick actions, as well as under the Email tab of record pages
  • You’ll find your sent emails under the Emails tab in your recipient’s record

Note: Adding attachments to emails is not currently available.

Email templates

If you find yourself using the same format for outgoing emails, it might be helpful to create an email template. Click ⋮ More in the sidebar to view, edit, and create email templates.

Click the + Create template button in the top right corner to create a new template. Save your new template by clicking out of the editor window. To use a template, hit the c key to compose a new email message, and choose start with a template.

Note: everyone in your workspace can view and edit all email templates.

In this article