Email Sending & Automation

Get step-by-step help with installing EasyMails, connecting your email accounts, and configuring settings to start sending emails from monday.com.

❓ Can I personalize the subject of my emails?

✅ Yes, you can personalize the subject by copying merge tags from the fields and adding them in the subject line. This allows you to dynamically insert recipient-specific information, such as {Name} or {Company}.

You can use merge tag like this

❓ Can I send bulk emails using EasyMails?

✅ Yes, EasyMails allows bulk email sending while keeping each email personalized. To send bulk emails, select multiple recipients from your monday.com board and use the sending option in EasyMails.

• Bulk email limitation: You can send emails to a maximum of 100 items at a time. If you need to send more, consider splitting your list into batches.

❓ How do I use EasyMails in Custom automations?

✅ Use the Integrations panel in monday.com, select an automation recipe, and configure it to send emails when a specific condition is met

❓ Can I CC or BCC recipients?

✅ Yes, while editing an email template, you can add CC/BCC recipients by selecting the CC/BCC option from the dropdown or manually entering the email addresses.

You can enter or select CC/BCC here

❓How do I personalize emails for each recipient?

✅ Use merge tags (e.g., {Name}) to dynamically insert recipient-specific information. Just click on 'Fields', choose the desired merge tag, and paste it into the Subject or Body in mail

You can use this Dynamiv Variables directly

❓ How do I automate emails based on status changes?

✅ Use the Integrations panel in monday.com, select an automation recipe, and configure it to send emails when a specific condition is met (e.g., "When a task is completed, send an email").