SendGrid Email Sender

This document explains the SendGrid Email Sender node, which allows you to send automated emails through the SendGrid email service with support for HTML formatting, multiple recipients, and scheduled delivery.

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Node Inputs

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Required Fields

• Recipient: Email address(es) to receive your message

  • For multiple recipients, separate with commas (e.g., “user1@example.com, user2@example.com”)
  • Each recipient will see other recipients in the To: field

• Sender: Select a verified sender email address from your SendGrid account

  • Must be pre-verified in your SendGrid account
  • Appears as the “From” address

• Subject: The email subject line

  • Keep concise but descriptive

• Body: The main content of your email

  • Plain text by default
  • Can be formatted as HTML if “Send HTML?” is enabled

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Optional Fields

• CC Email(s): Carbon copy recipients

  • Comma-separated for multiple addresses
  • Recipients can see who was CC’d

• BCC Email(s): Blind carbon copy recipients

  • Comma-separated for multiple addresses
  • Recipients cannot see who was BCC’d

• Sender Name: Custom display name shown in recipient’s inbox

  • Example: “Your Company Support” instead of just the email address
  • Makes emails more professional and recognizable

• Send HTML?: Toggle to enable HTML formatting

  • When enabled: Body content renders as HTML
  • When disabled: Body content sends as plain text

• Schedule Send?: Toggle to schedule email for future delivery

  • Maximum 72 hours in advance
  • Requires UTC timestamp format - You can connect this input directly with the Datetime node. Toggle the Schedule Send button and under Configure Inputs expose the Send At field as a dynamic input which can be connected directly with the Datetime node.

• Categories: Tags for tracking emails in SendGrid analytics

  • Limited to 10 categories per email
  • Categories must be pre-configured in SendGrid
  • Useful for segmenting email reporting

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Show As Input

The node allows you to configure certain parameters as dynamic inputs. You can enable these in the “Configure Inputs” section:

• recipient: String

  • Email address(es) to receive the message
  • Can be dynamically set from previous nodes (e.g., from extracted contact information)

• cc: String

  • Carbon copy email address(es)
  • Useful for dynamic notification systems

• bcc: String

  • Blind carbon copy email address(es)
  • Perfect for automated logging or monitoring

• sender: String

  • The verified sender email address
  • Must match a verified sender in your SendGrid account

• sender_name: String

  • Display name shown with the sender email
  • Customizable for different email types or departments

• subject: String

  • Email subject line
  • Can be dynamically generated based on workflow data

• body: String

  • Main email content
  • Can be generated by AI nodes or formatted from templates

• html: Boolean

  • true/false to enable/disable HTML formatting
  • Toggle based on content type

• schedule: Boolean

  • true/false to enable/disable scheduled sending
  • Useful for time-sensitive workflows

• send_at: String

  • UTC timestamp for scheduled delivery
  • Format: “YYYY-MM-DDTHH:MM:SSZ” (e.g., “2024-01-14T15:00:00Z”)
  • Must be within 72 hours

• categories: String

  • SendGrid categories for tracking
  • Comma-separated for multiple categories

When enabled as inputs, these parameters can be dynamically set by previous nodes in your workflow. If not enabled, the values set in the node configuration will be used.

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Node Output

• Email Status: Status of the email sending attempt

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Node Functionality

The SendGrid Email Sender node provides:

• Reliable email delivery through SendGrid’s infrastructure
• Support for both plain text and HTML emails
• Multiple recipient handling (To, CC, BCC)
• Future scheduling capability
• Email categorization for analytics
• Custom sender name display

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Example Use Cases

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1. Customer Onboarding Series

Flow: Extract New Customer Data → Format Welcome Email → SendGrid Email Sender
Configuration:
- Subject: "Welcome to {Company Name}!"
- Send HTML?: Yes
- Body: Personalized HTML welcome message with getting started information

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2. Scheduled Invoice Reminders

Flow: Airtable Reader → Filter Overdue Invoices → SendGrid Email Sender
Configuration:
- Recipient: Dynamic from Airtable (customer email)
- Subject: "Invoice #{Invoice Number} Payment Reminder"
- Schedule Send?: Yes
- Send At: Next business day at 9:00 AM

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3. Weekly Team Reports

Flow: Google Analytics Reader → AI Summarizer → SendGrid Email Sender
Configuration:
- Recipients: Team distribution list
- CC: Manager email
- Subject: "Weekly Performance Report: {Date Range}"
- Send HTML?: Yes
- Body: Analytics data with charts and AI-generated insights
- Categories: "weekly-report, analytics"

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4. Event Confirmation Emails

Flow: Google Sheets Reader → For Each Attendee → SendGrid Email Sender
Configuration:
- Recipient: Attendee email (dynamic)
- Subject: "Your Registration for {Event Name} is Confirmed"
- Body: 
  <html>
  <body>
  <h1>Your Registration is Confirmed!</h1>
  <p>Dear {Name},</p>
  <p>Thank you for registering for {Event Name}. The event will take place on {Date} at {Time}.</p>
  <p>Location: {Venue}</p>
  <div style="background-color: #f0f0f0; padding: 15px; border-radius: 5px;">
    <p><strong>Important:</strong> Please bring your ticket and ID for check-in.</p>
  </div>
  </body>
  </html>
- Send HTML?: Yes
- Categories: "events, registrations"

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Important Considerations

1. Sender Verification

   • All sender addresses must be verified in your SendGrid account
   • Domain verification provides the best deliverability

2. Scheduling Limitations

   • Maximum scheduling window is 72 hours
   • Cannot cancel scheduled emails once submitted

3. HTML Email Best Practices

   • Test HTML emails before sending to large audiences
   • Include proper DOCTYPE and HTML structure
   • Consider mobile responsiveness

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Authentication

The SendGrid Email Sender node requires:

1. A SendGrid API key configured in your Gumloop credentials
2. Set up in the Credentials page

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Troubleshooting

• Emails Not Sending: Verify sender email verification status and API key permissions
• Delivery Issues: Check spam scores and content against email best practices
• Scheduling Errors: Confirm timestamp format and ensure it’s within the 72-hour window
• Category Errors: Verify categories exist in your SendGrid account

By using the SendGrid Email Sender node, you can automate personalized email communications with the reliability and analytics capabilities of the SendGrid platform.