How do I set up automatic email notifications via Workflows?

With Workflows, you can set up automatic email notifications triggered by actions taken by team members. This guide will help you set up these notifications, troubleshoot any issues, and get the most out of this feature to simplify your HR tasks.

Note on data protection: When setting up notifications, make sure to include only the necessary personal information to protect privacy and comply with data protection regulations.

How to configure email notifications:

1. Log in to your account and go to the Workflows section.
2. Select the action you want to trigger an email notification, like "Time Off Cancellation."
3. Choose who will receive the email. You can send it to the team member's manager or manually enter an email address.
4. Save your changes and publish the workflow.

See also: How to set up triggers

Troubleshooting common issues:

Email not sent: Double-check the recipient settings and the email address. Still need help? Contact us at help@remote.com.

Email not received: Check your spam or junk folder. Also, make sure your email provider allows emails from Remote.

Frequently asked questions:

Can I use custom email templates?

At the moment, only basic email notifications are available. Customization options may be added in future updates.

What other actions can I automate besides emails?

You can also send Slack message alerts. Check out this step-by-step guide for more information.

Can I send email notifications to multiple recipients?

Yes, you can either send the email to the team member’s manager or enter a specific email address manually. Remember to send emails only to approved recipients, and always verify email addresses before sending.