What it does
The Send Email step sends an email via your configured email service — Gmail SMTP, Resend, or SendGrid. It supports full HTML formatting, variable substitution from previous steps, and optional invoice attachments.
When to use it
- Sending weekly or monthly affiliate performance reports
- Delivering generated invoices as email attachments
- Notifying affiliates when a condition is met (e.g. payout threshold reached)
- Sending AI-generated performance summaries
Configuration
Send From
Select which email account to send from. The dropdown shows all configured email accounts:
- Gmail SMTP accounts (labeled with the Gmail address)
- Resend (if configured in Providers → Email)
- SendGrid (if configured in Providers → Email)
If you haven’t set up an email service yet, go to Providers → Email first.
Recipients
Enter one or more recipient email addresses, separated by commas. You can also enter a static address for testing.
You don’t currently have to use a variable for the recipient address — enter it as a fixed email. If you’re building one automation per affiliate, each Send Email step targets that affiliate’s address directly.
Subject
Write the email subject line. You can include variables — for example:
Your weekly stats: {affiliate_name_1_stats_1}
Email Body
The body editor supports full rich text formatting and HTML. Use the Variables Available panel on the left to browse and insert variables at the cursor position.
Example body:
Hi {affiliate_name_1_stats_1},
Here are your stats for last week:
Clicks: {clicks_1_stats_1}
Conversions: {conversions_1_stats_1}
Revenue: {revenue_1_stats_1}
Payout: {payout_1_stats_1}
Thanks,
Your Team
Using a Template
Instead of composing from scratch, you can select a saved email template from the Template dropdown. The template’s subject and body are loaded into the editor, where you can further customize before saving.
See Email Templates for how to create and manage reusable templates.
Generate with AI
Click Generate with AI in the email editor to have AffZero AI write a draft subject and body based on the variables available. You can describe the tone and purpose — for example: “Write a professional affiliate performance update highlighting their payout and top offer.”
Invoice Attachment
If a previous Create Invoice step ran in the automation, its generated PDF can be attached to this email. Toggle Attach Invoice and select which invoice step’s output to attach.
How Variables are Substituted
When the automation runs, AffZero replaces every {variable_name} placeholder in the subject and body with the actual value from the corresponding step. If a variable is not found, it’s left as-is (with the curly braces), which usually means the variable name was mistyped.
Variable names are case-sensitive and must match exactly. {Affiliate_Name_1_Stats_1} is not the same as {affiliate_name_1_stats_1}. Always copy variable names from the Variables Available panel to avoid typos.
Send History
Every email sent by an automation is recorded in the Email History section of Runs & Logs. You can see the recipient, subject, timestamp, and delivery status for each sent email.
