How to send an email from Notion

Introduction

In this tutorial, you will learn how to send emails directly from Notion using the Notion Email Composer Template. This method is designed to enhance your email workflow by allowing you to create personalized emails with just one click, making it ideal for business professionals and freelancers looking to boost productivity.

Step 1: Duplicate the Email Composer Template

1. Access the Template: Visit the template store using the link provided in the video description.
2. Duplicate the Template:
   • Click the button to duplicate the template to your Notion workspace.
   • Select the workspace and team space where you want to add the template.

Step 2: Set Up Your Database

1. Create a New Database: If you don’t have a database, create one. For this tutorial, we will use an example database called "Inquiry 2".
2. Access the Email Template Database: Open the email template database included in the duplicated template.

Step 3: Create Your Email Templates

1. Add Email Templates:
   • In the email template database, click "New" to create a new template.
   • Fill in the title, subject, and body of your email. For instance, you can create a template for initial responses to inquiries.
2. Add Multiple Templates: You can create as many templates as needed using dynamic placeholders that will auto-fill data from your database.

Step 4: Link Email Templates to Your Main Database

1. Go to Your Main Database: Open the "Inquiry 2" database.
2. Add a Default Template:
   • Click to add a default template.
   • If you already have a default template, click "Edit" to modify it.
   • Add a property, select "Relation," and choose the email templates database.
   • Select one page to set as your default template.

Step 5: Create the Send Email Button

1. Add a Formula Property:
   • In your main database, add a new property and select "Formula."
2. Use the Helper Tool:
   • Access the helper tool provided in your email composer template.
   • Input the customer email field to pre-fill the "To" field.
   • Set the property type to "Email."
3. Add Replacement Rules:
   • Define variables in your email template (e.g., ID and Customer Name).
   • Use the helper tool to add replacement rules for these variables.
   • Make sure to copy the Notion property names correctly and set the appropriate property types.

Step 6: Generate and Test the Formula

1. Generate the Formula:
   • Once you have set up the variables, click "Generate" to create the formula.
   • Copy the generated formula and paste it into your formula property.
2. Test the Send Email Functionality:
   • Click the "Create Email" button in your database.
   • Ensure it opens your default email client pre-filled with the relevant data (e.g., email address, ID, and customer name).

Conclusion

You now have a fully functional email sending setup in Notion using the Email Composer Template. By following these steps, you can streamline your email workflow and personalize your communication efficiently. For further enhancements and support, consider purchasing the template from the store and accessing additional resources provided. Happy emailing!