Thomas UnderwoodBy Thomas Underwood🕙Updated on June 18, 2021 at 10:00 am

In everyday use Automation Workshop strongly relies on its email sending capacities. Not only it features the Send Email Action for automatic email sending, but also it can report failed and successful completion of Tasks. In order for these features to function properly, you must set SMTP server and email settings in Automation Workshop options.

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Automation Workshop includes many more awesome Triggers and numerous Actions to aid you automate any repetitive computer or business task by providing state-of-the-art GUI tools.

Automated trigger · FTP Watcher
FTP Watcher
Automate action · Upload File
Upload File

How to?

How to configure Automation Workshop email settings? Open Automation Workshop. Choose Options from the Tools section on main menu. Notice Email tab and parameters such as sender's address (From), email recipient (To), as well as SMTP server parameters that need to be properly set in order for emails to be delivered.

Options · Email properties
Automation Workshop · Email options

How to find your SMTP parameters? If you do not know your SMTP server settings there are couple of options. The easiest one is to ask these settings to your network administrator or technical support department · or simply use the built-in Email Setup Wizard:

Email Setup Wizard
Email Setup Wizard

Simply select your favorite email service provider, and we will auto-fill most SMTP settings for you. Then, enter the username and password. Automatically filled fields include a server address, port, and authentication method. You will be able to edit these settings at any time. Some email service providers require an additional SMTP password configuration.

More details…

Apps…

Or, if you already have some email application already running, just take the necessary SMTP server parameters from it:

Microsoft 365 or Office 365

SMTP settings in Office 365. Authenticate Automation Workshop directly with a Microsoft 365 or Office 365 mailbox. See simple instructions on how to send email using Office 365.

Options · Email properties (with Office 365 settings)
Automation Workshop · Email options · Office365

Simply use the following SMTP settings:

   SMTP server: smtp.office365.com
          Port: 587
    Connection: StartTLS
   Credentials: Use credentials of the hosted mailbox

Gmail

Using Automation Workshop with Gmail web service? It is also possible to use Automation Workshop with web mail services if they support SMTP server. Let us see how to configure Automation Workshop to use Gmail SMTP server for sending email messages. See simple instructions on how to enable Google App passwords for SMTP.

Options · Email properties (with Gmail settings)
Automation Workshop · Email options · Gmail

Open Automation Workshop Options (from Tools menu) and switch to the Email tab. Use the following settings when configuring Automation Workshop to work with Gmail SMTP server:

   SMTP server: smtp.gmail.com
          Port: 465
Authentication: Auto detect
    Connection: SSL
      Username: your e-mail in Gmail (e.g. John@gmail.com)
      Password: your Gmail account password

Enter proper From and To addresses. From address is normally your e-mail in Gmail and To address is the mailbox to which you would like to receive notification emails and error reports. Go back to the Email tab and push Send test email button. Check the email specified in To address to ensure correct email delivery.

Gmail more…

Also, it is possible to use Gmail SMTP relay service—authentication using static IP address:

   SMTP server: smtp-relay.gmail.com
          Port: 465
    Connection: SSL
  Requirements: Static IP address

Windows Mail app

Taking SMTP settings from Windows Mail app. Open Mail app from Windows Start menu. Right click on your Accounts, and choose Account settings option.

Windows Mail · Account settings
Windows Mail · Account settings

Now select Change mailbox sync settings option. This will open Sync settings window.

Windows Mail · Account sync settings
Windows Mail · Account sync settings

Now select Advanced mailbox settings option, to access SMTP server information. Notice Outgoing (SMTP) email server field.

Windows Mail · Advanced mailbox settings
Windows Mail · Advanced mailbox settings

Put these parameters into Email tab of Automation Workshop options and click Send test email button in order to verify that SMTP server settings are configured correctly.

Mozilla Thunderbird

SMTP settings in Mozilla Thunderbird. In Mozilla Thunderbird SMTP settings can be found in Tools menu—Account Settings. Choose the email account you want to use for sending emails from Automation Workshop, and go to the Outgoing Server (SMTP) section.

Mozilla Thunderbird · Account settings
Mozilla Thunderbird · Account settings

Note Server Name, User Name, Port, Connection Security and Authentication method parameters and use them in Automation Workshop Email tab as according SMTP server, Username, Port, Connection and Authentication parameters.

Test SMTP

How to test whether Automation Workshop can use the specified SMTP server? When SMTP server and email settings are configured, go to the Email tab in Automation Workshop options and push the Send test email button.

The Notification email: Test message has been successfully sent entry should appear in Automation Workshop Log Pane and the email should shortly arrive to your e-mail address.

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