In some of our playbooks, we have email templates that are generated for our account managers to send. Is it possible for these to be set up so they send automatically when the playbook is created?

​@charlottejohnson 

There isn’t a direct setting to achieve this, but you can handle the use case by following one of the two approaches below:

 Basic Approach

1. Remove the email task from the playbook.

2. Create a Journey Orchestrator (JO) program that queries recent CTAs created from that playbook and sends the corresponding email.

Recommended Structured Approach

1. Modify the playbook: Replace the email task with a regular task titled something like “Email to be sent by program,” and set the due_date to the day the email should be sent.

2. Create a JO program to:

   • Fetch all accounts where this task is open and the due_date equals today's run date.

   • Send the email using the same email template originally defined in the playbook.

   • Upon successful email delivery, use the CS Task API to mark the task created in Step 1 as closed.

There isn’t a direct setting to achieve this, but you can handle the use case by following one of the two approaches below:

 Basic Approach

1. Remove the email task from the playbook.

2. Create a Journey Orchestrator (JO) program that queries recent CTAs created from that playbook and sends the corresponding email.

Recommended Structured Approach

1. Modify the playbook: Replace the email task with a regular task titled something like “Email to be sent by program,” and set the due_date to the day the email should be sent.

2. Create a JO program to:

   • Fetch all accounts where this task is open and the due_date equals today's run date.

   • Send the email using the same email template originally defined in the playbook.

   • Upon successful email delivery, use the CS Task API to mark the task created in Step 1 as closed.