You can write an email directly from the Omnibar using one-off Actions.
Creating a New Action from the Omnibar is easy:
Select a Email action to write either a one off email or use a Template. If your organization has opted into Groove’s GenAI features, then Groove can also generate these emails, pulling those insights directly from the web.
Press the Create button to have the email added to your Groove Actions page for you to send at a later date. Alternatively, press the downward-facing arrow and choose from the below options to send the email immediately:
- Send – send the email right away.
- Mark as Complete – mark the email as having been completed and add it to your activity count in Groove Analytics without actually sending the email or logging it to Salesforce.
- Schedule Send – select a future date and time at which the email will send automatically.
- Send and Create Follow – send the email right away and create a new follow-up action in Groove for the same person.
- Send and Add to Flow – send the email right away and allow you to import this Contact/Lead into a Flow.
