You can now automate outgoing emails as part of any Kinabase workflow - perfect for routine follow-ups, standardised reminders, or any process that needs consistent communication.

Why you'll love it:

• Automate Everyday Tasks
  Free yourself from manual follow-ups. Let Kinabase send the right emails at the right time.
• Guarantee Consistency
  Keep messaging on-brand and standardised, reducing mistakes and forgotten emails.
• Save Time
  Focus on higher-value work while Kinabase handles repetitive email tasks.

Note: Note: This feature requires setting up Outbound Emails in Kinabase first. Learn more.

How to get started:

1. Set Up Outbound Emails
   Before you start, make sure your email client is configured in Settings → Outbound Emails.
2. Open Automations
   Go to Settings, then select Automations.
3. Add a New Automation
   Click + Add Automation and define your trigger (e.g., a new record is created, a task is completed, etc.).
4. Choose 'Send an Email'
   Under Actions, you'll see the new Send an Email option. Provide the subject line, content, and any other relevant details.
5. Save & Test
   Click OK to confirm. Always test your new automation internally first to ensure the emails look right and send correctly.

Real-world benefits:

• Timely Follow-Ups: Never forget to send a welcome email, invoice, or status update.
• Standardised Communication: Maintain consistent messaging across your organisation.
• Efficient Processes: Spend less time on repetitive tasks and more on strategic projects.

Try out Email Automations today and let Kinabase handle the heavy lifting of sending out routine messages - so you can focus on the work that truly matters.