Generative Email
When composing an email via Seven20 email features, it is possible to dynamically generate email content through the use of custom flow actions. When configured for a particular email feature, a custom action will become available within the existing template selection menu; when such an action is selected, the configured flow will be launched. This allows for a wide variety of use cases to be met, referencing data within Seven20 to create content in a bespoke way to meet the needs of individual clients and the specific context of the email being sent - this effectively allows for replacing traditional static email templates with a more dynamic and flexible approach.
Generative email custom actions support both screen flows, which can present users with input opportunities, and 'headless' auto-launched flows which will simply generate and populate the content without further user interaction.
Each of the below packaged flows can be used as a template:
| Value | Type |
|---|---|
| seven20_Generative_Email_Action_Template | Autolaunched Flow |
| seven20_Generative_Email_Action_Screen_Template | Screen Flow |
For each type of flow, the following flow input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| whatId | Id | The Id of the associated SObject record |
| whoId | Id | The Id of the recipient |
The following output variables are expected to be returned by the flow:
| Variable Name | Type | Description | Default |
|---|---|---|---|
| subject | Text | The email subject, in plain text | Placeholder |
| body | Text | The email body, in rich text | Placeholder |
| isPreformattedHtml | Boolean | Should be set to true if the body is HTML-formatted | false |
This flow-based approach also supports the use of Seven20's AI flow capabilities to allow for generation of email content via LLM.
Supported email actions
These are the email actions currently supported:
| Location | Action | Custom action process | Flow inputs |
|---|---|---|---|
| Job/Contact record page | Send Job Specification | Email Template Generation: Send Job Spec | Contact (whoId); Job (whatId) |
| Contact list view | Mass Send Job Specification | Email Template Generation: Mass Send Job Spec | Job (whatId) |
| Job record page | Mass Send Job Specification | Email Template Generation: Mass Send Job Spec | Job (whatId) |
| Job record page | Email Candidates | Email Template Generation: Mass Email Candidate | Job (whatId) |
| ATS Additional Details | Email Template Generation: ATS Applications | Contact (whoId); Application (whatId) | |
| ATS | Mass Email Candidates | Email Template Generation: Mass Email Candidate | Job (whatId) |
| ATS Interview transition | Book Interview - Candidate | Email Template Generation: Book Interview With A Candidate | Contact (whoId); Interview (whatId) |
| ATS Interview transition | Book Interview - Hiring Manager | Email Template Generation: Book Interview With A Hiring Manager | Contact (whoId); Interview (whatId) |
| Hotlist split view - single select | Email Template Generation: Hotlist Member | Contact (whoId); Hotlist (whatId) | |
| Hotlist split view - mass actions | Email Template Generation: Mass Hotlist Member | Hotlist (whatId) | |
| Hotlist table view | Email Template Generation: Mass Hotlist Member | Hotlist (whatId) | |
| Contact list view | Mass Email | Email Template Generation: Mass Email Contacts | - |
| Relationship list view | Mass Email | Email Template Generation: Mass Email Contacts | - |
| Application list view | Mass Email | Email Template Generation: Mass Email Applications | - |
| Hotlist | Email All Hotlist Members | Email Template Generation: Mailing List | Hotlist (whatId) |
| Search split view | Email Template Generation: Mass Email Contacts | - | |
| Search table view | Email Template Generation: Mass Email Contacts | - | |
| Search Activity Panel | Email Template Generation: Email Single Contact | Contact (whoId) | |
| Job Board Application Rater Activity Panel | Email Template Generation: JBA Rater | Contact (whoId), Job Board Appliation (whatId) |