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Use Send Email to send an email during or after a call. Enter recipient addresses or select them from Available Variables. Use Email & SMS Notification when you want to send the conversation summary automatically after a call. Use Gmail or Microsoft Outlook when the email should come from a connected provider account.

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Configure the email

To, Subject, and Body are required. These fields, along with From Name, support variables. Each recipient variable must resolve to a valid email address before the block runs. Under Advanced Settings:
  • Body Type controls whether the body is sent as Plain Text or HTML. Select HTML only when the body contains HTML markup.
  • From Name changes the sender name shown in the recipient’s inbox. If left blank, it defaults to Phonely.
Send Email uses [email protected] as the sender address. From Name does not change that address. The block can use only variables available before it runs. For other supported options under Advanced Settings, see Common Block Settings.

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Test the email

Send Email includes a block-level test that previews the resolved message and sends a real email.
  1. Complete the Configure step and select Continue.
  2. Enter sample values for any variables used by the block.
  3. Review the resolved recipients, sender name, subject, and body in Email Preview.
  4. Confirm that the recipients are addresses you control, then select Test.
A successful test confirms that Phonely accepted the request to send the email. Confirm that the message arrived and that its content and formatting are correct.

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Troubleshooting

Confirm that every fixed address and recipient variable resolves to a valid email address. Invalid recipients are omitted; the block fails if none of its recipients are valid. Check the recipient’s spam or junk folder as well.
Confirm that the variable is available before the Send Email block runs and that its source block stored the expected value. In the block-level test, provide a representative sample value and review Email Preview before sending.
Set Body Type to HTML and review the markup for invalid or incomplete tags. Use Plain Text when the body does not require HTML formatting.
Send Email always uses [email protected]. From Name changes only the display name. Use Gmail or Microsoft Outlook when the message must come from a connected email account.
Last modified on July 17, 2026