Scheduled Emails

Schedule emails to be sent at a specific date and time. Useful for follow-ups, time-zone-aware outreach, and planned campaigns.

How Scheduling Works

1. Compose your email from any module (CRM, Support, Recruiting)
2. Instead of clicking Send, choose Schedule
3. Pick the date and time
4. The email is queued and sent automatically at the scheduled time

Scheduling an Email

1. Open the compose dialog from a contact, deal, or ticket page
2. Write your email as usual (recipients, subject, body, signature)
3. Click the Schedule option (next to the Send button)
4. Select the desired date and time
5. Confirm — the email is saved with Pending status

Managing Scheduled Emails

Viewing Pending Emails

Scheduled emails that haven't been sent yet appear with a Pending badge in the activity timeline.

Cancelling a Scheduled Email

To cancel a scheduled email before it sends:

1. Find the email in the activity timeline
2. Click Cancel on the pending email
3. The email is removed from the queue

Editing a Scheduled Email

To modify a scheduled email, cancel it and compose a new one with the updated content.

How Processing Works

Scheduled emails are processed by a background job that runs on a regular schedule:

• The processor checks for emails with a Pending status whose scheduled time has passed
• Each email is sent using the originally selected method (Gmail API, Outlook Graph API, or Resend)
• On success, the status updates to Sent with a timestamp
• On failure, the status updates to Error with a reason

Send Methods

Limitations

• Scheduled emails are processed in batches — there may be a delay of a few minutes past the scheduled time
• If your connected account token has expired by the scheduled time, the email will fail (re-authenticate to fix)
• Scheduled emails are subject to the same rate limits as immediate sends

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Next Steps

• Sending Emails — Compose and send immediately
• Workspace Email Settings — Rate limits and sender configuration
• Bounce Tracking — Monitor delivery after sending