The Automations page holds every email LetterScript can send or draft on its own, as one vertical timeline in transaction order. Set it up once; it applies across your transactions — every transaction sitting in a board category marked In flight (see Create a transaction), using the deadline dates each transaction carries.
Moments and modes
Each row on the timeline is a moment — a point in the transaction where an email makes sense. Most are deadline reminders (earnest money due, the investigation/loan/appraisal contingencies, the final walk-through, close of escrow, possession, and the detail dates a transaction coordinator tracks). Woven between them are the written-for-you templates: the Deal kickoff intro, the Wire-fraud warning, the Closing-week summary, and Congratulations — closed (see Automated email drafts).
Every moment has the same three-way control:
- Off — nothing happens. Every moment starts Off, reminders and written-for-you templates alike: a new workspace sends and drafts nothing until you turn a moment on yourself.
- Draft first — when the moment comes due on a transaction, a ready-to-send draft lands in that transaction's Email tab under Drafts ready for review. Nothing sends until you review and click Send.
- Auto-send — the reminder emails you directly, with no review step. Auto-send is never switched on silently: picking it opens the moment's details showing exactly what will go out and when, and only the Turn on auto-send button arms it.
The colored dot on each row shows its state at a glance — gray for Off, amber for Draft first, green for Auto-send — and switching Off or Draft first takes effect immediately. The ? button on the toolbar spells the three states out if you need reminding.
Finding the moment you want
The toolbar filters the timeline by state: All moments, then On, Draft first and Off, each of those three carrying a count. Landing on On is the quickest way to answer "what is this workspace actually sending?" — the whole list is long, and most of it is deliberately Off.
Configuring a moment
Click a row to open its details.
For reminder moments you control everything about the email:
- When to send — 2 days before, 1 day before, or Day of, plus the time of day. Timing is relative to that milestone's deadline on each transaction.
- Who gets the email — you, the transaction owner. Reminders are personal nudges for now; sending them to buyers, sellers, agents, escrow, and other parties is coming soon, and you'll pick exactly which roles each moment reaches when it does.
- Email message — your wording, with insertable variables:
{{property}}becomes the property address and{{date}}the milestone date. The Email preview shows exactly what will go out, and you can append a one-line action summary for the core deadlines.
Use Save & send test to save your edits and email yourself a sample before you rely on it.
For template moments (kickoff, wire-fraud warning, closing summary, congrats) the wording is written by LetterScript from the transaction record — key dates, contacts, escrow details — so the details show the recipients and the trigger (a number of days before the anchor deadline, or the board stage that fires it). Changes there save as you make them; there's no batch save button anywhere on the page.
The activity feed
The Activity button on the toolbar opens the ledger of everything the automations did, newest first (click it again to put it away): each row shows the moment, who received it (name and email address), the transaction it belongs to, and when it happened. Status pills tell you the outcome — sent, drafted/draft (waiting for your review), pending (scheduled), skipped, or failed/bounced. When something was skipped or failed, the reason appears right under the row — the transaction being muted or no longer active, the deadline moving before the send, the moment being switched off in between, or the workspace's daily email limit being reached.
Per-transaction: view and mute
The rules are workspace-wide, but each transaction shows its own slice. Open the transaction's Workflow tab and find the Automations for this transaction panel:
- Scheduled for this transaction — which active moments will fire on this transaction's upcoming deadlines, with the exact send date, recipients, and a draft first tag where a review step applies.
- Recent activity for this transaction — the same ledger rows, scoped to this transaction.
To silence automations for just this one transaction, flip Mute automations for this transaction on in that panel — it stops both the auto-sent reminder emails and the drafted emails for that transaction until you flip it back off. Every other transaction keeps its automations, and closed, archived, or cancelled transactions stop on their own — the mute switch isn't shown on those, because there's nothing left to silence. On a transaction shared with you view-only, the switch isn't yours to flip and isn't shown either.