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Gmail and Moxo

Moxo's Gmail Automation allows businesses to streamline processes by automatically sending emails triggered by specific actions within a workflow. With this capability, users can automate essential email tasks, such as sending personalized email triggers, setting up template responses, and scheduling follow-up reminders - all without manual intervention. This ensures timely, consistent engagement while reducing human error and improving efficiency.

 

Adding the Gmail Automation in Moxo

To a Flow Template or Instant Flow:

  1. Open the Flow Builder and navigate to where the automation will be added.





  2. Drag and drop Automations from the left-hand panel under Control, or click the + button between actions in the Flow, and select Automation.

To a Live Flow Workspace:

  1. Open the relevant Flow Workspace.
  2. Click the '...' ellipses icon.



  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and select Automations under Control.



  5. Identify where the automation should be added, then click + Add Here.

 

Configuring the Gmail Automation

Step 1: Select Automation

  1. In the automation setup panel, choose Gmail from the list of available systems.



  2. Select the event Send an Email, then click Next.



Step 2: Account Setup

  1. Click Choose to select an existing Gmail account.
  2. If no account is linked, click + Connect a New Account to integrate a new Gmail account.



  3. Once the account is connected, click Next.

Step 3: Input Email Details

  1. Enter the recipient's email address.
  2. Specify the Subject of the email.



  3. Add the Body content as required.
    • Use the enhanced DDR capability to dynamically populate data fields from previous actions, workspace details, or other inputs.
  4. After configuring the inputs, click Add Automation to finalize the setup.

The Gmail automation will now trigger automatically when the specified action is completed. The automated email will guide the recipient to the next step or provide necessary reminders.

 

Editing the Gmail Automation

  1. Navigate to the Flow Template or live Flow Workspace containing the automation.



  2. Hover over the automation you want to modify.
  3. Click the 'Edit' icon.
  4. Adjust the app, event, account, or input fields as needed.



  5. Click Save Changes to apply updates.

Automations can only be edited in saved Flow Templates or live Flow Workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipsis icon next to the Flow Workspace name and select Automations & Events.

Here, you can view all upcoming and completed automations and events.


 

 

If an automation is set to run after a specific step, it will execute as soon as that step is completed, sending the corresponding event to the third-party platform.

To confirm this:

  1. Go to the Completed section within Automations & Events.
  2. Check for the status message. If successful, it will display "Automation Executed Successfully". If the automation fails, an error message will be shown.

 

Mapping the Trigger in the Third-Party Application

Triggers created in third-party applications can be viewed by both internal users and clients.

To verify this:

  1. Go to the third-party platform.
  2. Based on the input provided within the Flow, a corresponding email will be sent out upon execution.

       

 

Best Practices

  • Pre-configure accounts for a smooth setup process.
  • Regularly review automations to ensure alignment with project phases and user roles.
  • Use DDR to dynamically populate email content for efficient automation.