---
schema_version: "1"
id: 30828bef716dd84392a7e551eae386c6acd438e696f9389263e489a2bd01e5d8
title: Send an Email from a Task in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_create_email_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_create_email_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: af3259765f0d16a866fafd791bd9ea2e4ea540bf518a5950031b46373bdf8071
description: Configure a task to send an email to one or more recipients directly from a running workflow.
products:
  - Cross Cloud
release: "264"
---
# Send an Email from a Task in Agentforce Operations

Configure a task to send an email to one or more recipients directly from a running workflow.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d28832e39">License Required</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e39 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d28832e73">Role or Access Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">To create a blueprint from scratch, using AI, or by importing a .rex file in
              Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">Admin role or Creator role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">
              <p style="margin-bottom:0;">To create a blueprint by importing a .docx file in Agentforce Operations:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">Admin role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">To publish a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">Admin role or Publisher role with View access for the blueprint</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">To edit a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28832e73 ">Admin role, Creator role, or a user with Edit access for the blueprint</td>

          </tr>
        </tbody>
      </table>

Use an email task to notify people outside your workflow. For example, send a status update to a stakeholder or a request to an external party. Recipients can be anyone, not just Agentforce Operations users. You can personalize the email by using field values from the workflow.

1. [Create a blueprint](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_create_blueprint.htm&release=264.0.0&type=5 "Use AI to generate a blueprint by describing your process and optionally uploading supporting documents. You can also build a blueprint from scratch or import one from another workspace. Anyone with the Creator role can generate blueprints in Agentforce Operations.") or [edit an existing blueprint](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_blueprints_edit.htm&release=264.0.0&type=5 "Open an existing blueprint for editing to add stages, tasks, automations, or other changes.").
2. In the blueprint, in a stage, click **\+ Automation** and select **Email**.
3. Enter a task name.
    
    Use a clear name that describes the email, such as Email manager about change.
4. For **Start**, select when the email sends.
    1. To send the email when the stage starts, select **When the stage starts**.
    2. To send the email after another task in the stage ends, select **After another task ends**. Then select the task to complete before the email sends.
    3. To send the email on a specific date, select **On a specific date**. Then click the calendar icon or enter numbers for month, day, and year.
5. For **To**, enter the recipient email addresses or select people, roles, or teams.
6. For **Subject**, enter a subject line for the email.
    
    To include a field value in the subject, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. Field names and their values are visible to anyone with access to the task.
7. For **Body**, enter the email body.
    
    To include a field value in the body, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. Field names and their values are visible to anyone with access to the task.
8. Click **Add**.