> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.vify.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Email automation

This guideline gives you information about how to set up **Email Automation **with our app! This feature allows you to automatically send emails to your customers, with the PDF invoice attached, when orders are placed, fulfillments are created/updated, or refunds are processed.

### Accessing Email Automation
Naviagte to *Email* *Automation* -> *Email automation* **from the menu bar.

![](https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_p5eeeu.png)
After that, here’s what you can configure:

#### Email Automation configuration options
1. Choose the **email flow**: Invoice, Packing Slip, or Refund
2. Enable or disable **automation** as needed
3. Send emails to ** merchant** automatically (On/Off)
4. Send emails to **customers** automatically with PDF attached (On/Off)
5. Apply automation for ** POS orders** (On/Off)  

![](https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_1jrwf1r.png)
### Additional Settings
![](https://storage.crisp.chat/users/helpdesk/website/303ac0df64f28400/image_1ltsfbf.png)
6. **Set a trigger action** for the email flow
7. **Reply email**: If customer replies, the response will go to this mailbox. By default, it is the store’s email address
8. **Add BCC** recipients for better monitoring
9. Target **Orders/Customers with specific TAGS**
10. Target **Orders/Customers without TAGS**

After customizing the settings, click **Save** to apply the changes.

