> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Notifications

> Send customized email alerts when form submissions flow through your workflow.

## Recipients

Configure recipients directly on the Email Notification node. Recipients are selected from your team's members — for security, only email addresses belonging to current team members can receive notifications. If a recipient later leaves the team, they are automatically skipped at send time.

You can add multiple recipients to a single node, and different workflows (or different branches of the same workflow) can notify different people — for example, routing enterprise leads to your sales team and everything else to a general inbox.

## Template Variables

Use these variables in your email subject and message. They'll be replaced with actual data when the email is sent.

### Form & Submission

| Variable | Description |
| - | - |
| `{{form_name}}` | The name/title of the form |
| `{{submission_id}}` | Unique ID of the submission |
| `{{submission_date}}` | Formatted date and time of submission |
| `{{all_responses}}` | All form responses, formatted as a list |

### Form Fields

Access specific form field values by their field name.

| Variable | Description |
| - | - |
| `{{field.email}}` | Value of the "email" field |
| `{{field.name}}` | Value of the "name" field |
| `{{field.phone}}` | Value of the "phone" field |
| `{{field.company}}` | Value of the "company" field |
| `{{field.<fieldName>}}` | Any form field by its name |

### Enrichment Data

Access data from enrichment nodes (like Clay) that ran before this email node.

| Variable | Description |
| - | - |
| `{{enrichment.company}}` | Enriched company name |
| `{{enrichment.industry}}` | Company industry |
| `{{enrichment.employee_count}}` | Number of employees |
| `{{enrichment.<field>}}` | Any enrichment data field |

### AI Agent Outputs

Access outputs from AI agent nodes (SDR Agent, Summarizer) that ran before this email node.

| Variable | Description |
| - | - |
| `{{agent.summary}}` | AI-generated summary |
| `{{agent.bucket}}` | Qualification bucket (e.g., High-Intent ICP Match) |
| `{{agent.primary_reasons}}` | Human-readable reasons for the classification |
| `{{agent.recommended_action}}` | Recommended next action for the lead |
| `{{agent.confidence}}` | AI confidence score (0.0-1.0) |
| `{{agent.<field>}}` | Any AI agent output field |

## Example Templates

### Basic Notification

**Subject:**

```
New submission: {{form_name}}
```

**Message:**

```
You have received a new form submission.

{{all_responses}}

Submission ID: {{submission_id}}
Submitted: {{submission_date}}
```

### Sales Alert with AI Qualification

**Subject:**

```
🔥 Qualified Lead: {{field.company}}
```

**Message:**

```
A new lead has been classified by AI!

Contact: {{field.name}}
Email: {{field.email}}
Company: {{field.company}}

Classification: {{agent.bucket}}
Confidence: {{agent.confidence}}
Recommended Action: {{agent.recommended_action}}

Reasons:
{{agent.primary_reasons}}

Enriched Company Info:
- Industry: {{enrichment.industry}}
- Company Size: {{enrichment.employee_count}}
```

## Troubleshooting

### Email not sending

* Check that at least one recipient is added to the node, and that they're still a member of your team
* Verify the workflow is active, not paused or draft
* Check run history for any errors

### Variables not replacing

* Check the variable syntax is correct: `{{variable_name}}`
* Field names are case-sensitive
* Enrichment/agent data requires those nodes to run before the email node
* Check that upstream nodes completed successfully

***

## Next Steps

> [card] [Run History](https://docs.useorbitcrm.ai/guides/workflows/run-history.md)
>
> Monitor and debug workflow runs

> [card] [Node Types](https://docs.useorbitcrm.ai/guides/workflows/nodes.md)
>
> Explore all available nodes


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