> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Automations

> Send documents by email directly from an automated workflow, triggered by warehouse events such as a paid invoice or a completed sales order.

Automations can send documents by email directly from an automated workflow, removing manual steps and saving time. Whether an invoice has been paid or a sales order is completed, you can ensure the right documents reach the right people instantly.

## Key features

* **Trigger-based messaging** — automatically dispatch emails based on specific events (for example, payment received or order fulfilment).
* **Granular control** — set precise conditions for your triggers, such as filtering by a specific **Account ID**.
* **Customisable templates** — assign a **Template ID** so specific clients receive documents with their preferred branding or layout.

## Setting up an email automation

<Steps>
  <Step title="Start a new workflow">
    From the Home screen, navigate to the **Automations** tab and click **New**.
  </Step>

  <Step title="Define the trigger">
    Under the **When this happens** section, select the event that should kick off the process.
  </Step>

  <Step title="Configure the action">
    Go to the **Do this** section and select the email delivery option, then enter the **File Name**, **Recipient**, **Email Subject/Header**, and **Body**.
  </Step>

  <Step title="Assign templates">
    If prompted, enter the relevant **Template ID** so the document generates correctly for that automation.
  </Step>

  <Step title="Save and activate">
    Click **Save**. The system then monitors for your conditions and automatically sends the email the moment they are met.

    <Frame>
      <img src="https://mintcdn.com/clarussoftwareltd/VhdD_7cL1fkA3BtT/images/knowledgebase/email-automations-1.png?fit=max&auto=format&n=VhdD_7cL1fkA3BtT&q=85&s=a0b9084ab0ab40e8bba731f84e58e90d" alt="Configuring an email delivery action in an automation" width="2680" height="1446" data-path="images/knowledgebase/email-automations-1.png" />
    </Frame>
  </Step>
</Steps>