Email Automation Skill
Let your agents send personalized emails, follow-ups, and newsletters automatically.
4 min read5,800 viewsUpdated 2026-02-02
NovaGuide Assistant
In this article you'll learn about Overview, then explore Working with templates, and finally review Email tracking.
Overview
The Email Automation Skill enables agents to compose, send, and track emails using natural language. Features include:
- Template-based sending with merge fields
- Scheduled delivery (send at a specific time)
- A/B testing for subject lines and content
- Open & click tracking with analytics
- Auto follow-ups based on engagement
Average open rate for Botonom-sent emails: 42% (industry average: 21%).
Working with templates
Create templates in Skill Settings → Email → Templates. Use merge fields to personalize:
Subject: {{company_name}}, your monthly report is ready
Hi {{first_name}},
Here's your **{{month}}** performance summary:
📊 Tasks completed: {{tasks_completed}}
💰 Revenue influenced: {{revenue}}
📈 Improvement: {{improvement_pct}}%
[View full report]({{report_url}})
Best,
{{agent_name}}
Available merge fields: {{first_name}}, {{last_name}}, {{company}}, {{email}}, {{invoice_number}}, {{custom.*}}
Email tracking
Every sent email is automatically tracked for opens and clicks. View analytics in the skill dashboard.
| Metric | Description |
|---|---|
| Open rate | % of recipients who opened |
| Click rate | % of recipients who clicked a link |
| Reply rate | % of recipients who replied |
| Bounce rate | % of undeliverable emails |
Your agent can use this data to trigger follow-up actions:
auto_followup:
- trigger: "no_open_after_48h"
action: "resend_with_new_subject"
- trigger: "opened_no_reply_after_24h"
action: "send_followup_template"
- trigger: "link_clicked"
action: "notify_sales_team"
skillemailautomation
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