Who can use this feature

Available on all plans

Send email notifications after a WorkForm submission to automatically deliver a copy of form responses to the respondent, your team, or both, directly from the Automations builder.

When someone fills out a WorkForm, their responses land on your board as a new item. From there, an automation can instantly send a confirmation email to the respondent, a team member, or any additional address, without manual follow-up!

Set up your board and form

To send an email to the person who submitted the form, your board needs to capture their email address during the submission.

1 Add an Email column to your board.

2 Open your WorkForm editor and include the Email column as a field so respondents can enter their address when submitting.

3 Toggle on Response viewing within your form Settings

4 Click on the Form view cell to download the form response on your board

Create the email automation

1 Open your board and click Automate in the top-right area of the board.

2 Click + Add automation, then select Create custom automation.

3 Set the trigger to When an item is created.

4 Click + Add action and select Send an email from the actions list.

Configure recipients and message

Click on Email within your automation builder to compose your subject line and message body. You can use column values as dynamic placeholders to personalize the content with the respondent's actual responses. Then, from within the Item column options, select Form view URL to attach a link to the recipient's form response. 

In the Someone action panel, set the Email address field to your Email column. This dynamically sends the email to the address entered in the form. To send to more recipients, type each email address and press Enter. Add as many as needed. You can also send emails to board or item subscribers, or other users under the People section. 

Activate the automation

Click Create automation to activate the automation. From this point forward, every new WorkForm submission automatically triggers an email to the configured recipients.

To confirm the automation is running as expected, open the Manage tab in the Automations center and review the Run history.

FAQs

Does sending an email via an automation require a connected email integration?

Yes. The Send an email action requires a connected Gmail or Outlook integration on your account. You can connect one from the Integrate tab.

How do I send the confirmation email to multiple recipients?

In the Someone field of the Send an email action, type each address and press Enter after each one to add multiple recipients.

Why is the Send an email action not appearing in the Automations builder?

If Send an email is not visible in the actions list, confirm that a Gmail or Outlook integration is connected on your account. Open the Integrate tab to check or connect one.

Can I send a WorkForm email confirmation to the respondent automatically?

Yes. Add an Email column to your board, include it in the WorkForm, and set the automation's Someone field to that column. The email will go to whatever address the respondent entered.

Where can I check whether my email automation ran successfully?

Open the Manage tab in the Automations center to review the run history and confirm your automation fired as expected.

Related learning

• Get started with monday automations
• Send emails, notifications, and updates with automations