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.
Flow implementation
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 |
Input variables
The following input variables are always required:
| Variable Name | Type | Description |
|---|---|---|
| whatId | Id | The Id of the associated SObject record |
| whoId | Id | The Id of the recipient |
For specific email actions, additional context is available for use in generating email content. This allows for additional data to be used in emails beyond what would ordinarily be available in email templates via merge fields from the whatId and whoId.
Flows configured for such actions will require the input variable contextDetails. This variable is a collection of an Apex-defined data type where each member contains one or more additional record Ids, enabling the flow to pull information from records. Each member has the following properties:
| Variable Name | Type | Description |
|---|---|---|
| key | Text | Unique identifier of the email action context, populated at the action level e.g. relatedRecord |
| contextId | Text | A record Id sourced from an action context; mutually exclusive with contextIds |
| contextIds | Text collection | Record Ids sourced from an action context supporting multiple records of the same SObject type; mutually exclusive with contextId |
Required output variables
| 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 | Context details |
|---|---|---|---|---|
| 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) | — |
| Contact list view | Submit Speculative CVs | Email Template Generation: Mass Submit A Speculative CV | — | Candidates (relatedRecords) |
| Relationship list view | Submit Speculative CVs | Email Template Generation: Mass Submit A Speculative CV | — | Candidates (relatedRecords) |
| Job Lead list view | Submit Speculative CVs | Email Template Generation: Mass Submit A Speculative CV | — | Candidates (relatedRecords) |
| Job record page | Mass Send Job Specification | Email Template Generation: Mass Send Job Spec | Job (whatId) | — |
| Job record page | Submit Candidate | Email Template Generation: Submit a CV | Application (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 | Submit To Job | Email Template Generation: Submit a CV | Application (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) | — | |
| ATS | Submit Multiple Candidates | Email Template Generation: Mass Submit To Job | Contact (whoId); Interview (whatId) | Applications (relatedRecords) |
| Hotlist split view - mass actions | Send Speculative CV | Email Template Generation: Mass Submit A Speculative CV | - | Hotlist (relatedRecord), Candidates (relatedRecords) |
| Hotlist split view - single select | Submit To Job | Email Template Generation: Submit a CV - Hotlist | Contact (whoId); Application (whatId) | Hotlist (relatedRecord) |
| Hotlist table view | Speculative CV | Email Template Generation: Mass Submit A Speculative CV | - | Hotlist (relatedRecord), Candidates (relatedRecords) |
| Hotlist table view | Email Template Generation: Mass Hotlist Member | - | — | |
| Hotlist record page | Mass Submit Speculative CVs | Email Template Generation: Mass Submit A Speculative CV | - | Hotlist (relatedRecord), Candidates (relatedRecords) |
| Contact list view | Mass Email | Email Template Generation: Mass Email Contacts | — | — |
| Contact record page | Submit to Job | Email Template Generation: Submit a CV | Application (whatId) | — |
| 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 split view | Submit Speculative CV | Email Template Generation: Mass Submit A Speculative CV | — | Candidates (relatedRecords) |
| Search table view | Email Template Generation: Mass Email Contacts | — | — | |
| Search table view | Submit Speculative CV | Email Template Generation: Mass Submit A Speculative CV | — | Candidates (relatedRecords) |
| 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 Application (whatId) | — | |
| Role Related List | Mass Email Roles | Email Template Generation: Mass Email Role | — | Record* (relatedRecord) |
| Contact record page | Submit Speculative CV | Email Template Generation: Submit a Speculative CV | Hiring Manager (whoId) | Candidate (relatedRecord) |
| Contact record page | Submit CV Speculatively | Email Template Generation: Submit a Speculative CV | Hiring Manager (whoId) | Candidate (relatedRecord) |
| Job Lead record page | Send Speculative CV | Email Template Generation: Submit a Speculative CV | Hiring Manager (whoId); Job Lead (whatId) | Candidate (relatedRecord) |
| Roles Related list | Mass Email Speculative CV | Email Template Generation: Mass Submit A Speculative CV | - | Record* (relatedRecord) Candidates (relatedRecords) |
* For Roles Related list actions the Record object will be dependent on which object the action is launched from