Send documents to the right people
Automated Sending sends documents out of your workspace. Email forwarding brings attachments into it. Create a separate rule for each folder and recipient.
Connect and choose a sender
- AI Sortify sender: the built-in option for automated rules.
- Your own accounts: connect Gmail, Outlook, or a professional SMTP mailbox in Email senders. Multiple accounts can be connected when your plan includes this feature.
- Choose a connected sender for each rule. The sender is the account sending the email; the recipient is the person receiving the files.
- Open Connected email senders to review accounts. Account actions include Send test, Reconnect when needed, and Disconnect. Sending a test sends a real email.
- Manual document emails require one of your connected accounts.
Rule setup
- Workspace folder: choose the folder whose documents should be emailed.
- Recipient: files from the rule are sent to this email address.
- Schedule: instant, daily, weekly, or monthly delivery.
Activity and retries
- Logs show delivered, failed, pending, and retryable emails.
- Failed emails can be opened from the rule drawer and resent when retry is available.
- Email rule count and volume may be limited by your current plan.
Before you start
- The workspace owner manages rules. Your plan must include Automated Sending and have an available rule slot.
- Create your workspace folder structure first, then choose an available folder when creating the rule.
- Check the recipient, sender, schedule, and enabled state before saving. Enabled rules can send real documents automatically.
- If a sender requires reconnection, reconnect it and review affected delivery attempts. Use Retry only where the app offers it.
Review a schedule before enabling it
- Instant delivery and scheduled delivery are different choices. Check the schedule offered in the rule editor.
- Review the folder, recipient, connected sender, and enabled state after editing.
- Disabling a rule prevents future work according to its enabled state; review existing delivery attempts separately.
Investigate an unsuccessful delivery
- Open the rule’s delivery activity and read the error.
- Repair an expired sender connection or other reported cause first.
- Retry only the affected attempt where the app offers Retry, then check its new status.