Features
- Success Follow-up Drafts: Open Gmail from release or account follow-up workflows with customer context
- Workflow Email Actions: Send workflow emails to active organization members
- Markdown Email Formatting: Workflow email bodies render Markdown as styled HTML
- Workflow Attachments: Include rendered signals, signal lists, calls, or recordings in workflow emails
- Connected Account Support: Use a connected Gmail account for supported email flows
Setup Instructions
Prerequisites
- An active BuildBetter account
- A Google Workspace or Gmail account
- Email sending permissions
Connecting Gmail
- Navigate to Settings → Integrations in your BuildBetter dashboard
- Select Gmail from the office integrations
- Click Connect and authorize BuildBetter to send emails on your behalf
- Complete the Google authentication process
- Return to BuildBetter and confirm the connection is active
Usage
Success Follow-up Drafts
Success close-the-loop workflows can prepare customer and request lists, deep links, and draft follow-up context before opening Gmail.Workflow Emails
Workflow emails can notify one or more active organization members. They support Markdown formatting and attachments for BuildBetter artifacts such as signals, signal lists, calls, or recordings.Workflow recipients are checked again at send time, so messages only go to active organization members.
Advanced Configuration
Use Workflows to configure email actions and attachments.Troubleshooting
Emails Not Being Sent
- Verify Gmail connection is active
- Check that workflow recipients are active organization members
- Confirm the workflow test run completed successfully
Authentication Issues
- Reconnect your Gmail integration if authorization expires
- Check Google security settings for third-party access
- Verify you haven’t exceeded daily email sending limits
Customization Problems
- Ensure all required template variables are present
- Check for HTML formatting errors in custom templates
- Test templates before deploying to all users
Privacy Considerations
- Configure appropriate consent notifications in pre-meeting emails
- Always inform participants about recording and data usage when sharing call context
- Review workflow email recipients and attachments before enabling automation