AI Agent: How to send an email to users?

  • limsiangretail
    Asked on March 22, 2025 at 3:50 AM

    The only available option to send a message is through email. 


    for this option - can u guide me? is it possible to attached the image of invoice that is inside google drive?


    Thanks

    Amore

  • Mary JotForm Support
    Replied on March 22, 2025 at 4:59 AM

    Hi Amore,

    You can send an email using the Send Email tool. Let me show you where to find it:

    1. In your AI Agent Builder Page, go to Train.

    3. In the menu on the left, select Tools.

    2. Scroll down and find Send Email. You can now set up an email depending on the prompt set up:

    AI Agent: How to send an email to users? Image 1 Screenshot 20

    As for adding the invoice image, you need to add the image directly in the email body, as the email body will be created manually.

    Let us know if you have any other questions.