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API/schemas
Schema

EmailSendStepDefinition

Email send step — sends an email via Nylas or Agentmail. Used in Chase workflows to send follow-up emails. The recipient, subject, and body support Jinja2 templates with access to the workflow context (parameters, variables, prior step outputs).

FieldTypeDescription
idrequiredstring—
namerequiredstring—
typestring—
descriptionstring | null—
depends_onstring | object[]—
stagestring | null—
timeoutstring | null—
retry_policyRetryPolicy | null—
error_handlerStepErrorHandler | null—
impact_level"low" | "medium" | "high" | "critical"Impact classification for steps.
lowmediumhighcritical
run_mode"propose" | "auto_run"Execution mode for steps.
proposeauto_run
requires_approvalboolean—
metadataobject | null—
examplesStepExample[] | nullAttached example files for this step. Each entry pairs a platform.file_uploads.file_id with a role + tags + notes so the runtime can shape its instruction. Bounded at 20 to keep a reasonable upper limit on the prompt preamble.
tagsstring[] | nullCategorical labels on the step itself (e.g. 'pdf-read', 'coutts', 'fy25'). Free-form; recommended tag set is documented per workstream surface.
recipientrequiredstringRecipient email address or template expression (e.g., '{{ context.parameters.client_email }}')
subject_templaterequiredstringJinja2 template for the email subject
body_templaterequiredstringJinja2 template for the email body (plain text)
send_asstring'archie' to send from AI inbox, 'user' to send from user's connected email
store_message_id_instring | nullContext variable path to store the sent message ID (for threading)