When you add an action to an automation, you configure how and when it runs. Email and task actions share the same timing controls, then have their own content settings.
Action timing
Every action runs relative to the automation's trigger. For each one you can set:
Delay: enter a number of days, choose Before or After the trigger event, then set the time.
Immediate: run the action right after the previous step, with no delay.
This works like relative scheduling on tasks. The action is dated automatically from the trigger event.
Configure an email action
In the Add steps dialog, select Email, then click the card to open its configuration panel.
Set the timing, delay or immediate.
Choose an email template to load its content. See Create and Manage Email Templates.
Select recipients: All Travelers on Trip, or Primary Contact only.
Enter the Subject and Message. Insert variables for dynamic contact and trip data, add your signature, and attach files or forms.
Click Save.
Configure a task action
In the Add steps dialog, select Task, then click the card to open its configuration panel.
Set the timing, delay or immediate.
Configure the due date rules for the task.
Choose a task template to load its content, or set it up directly with a Task Name, Assigned To, Description, an Urgent flag, and Email Notification for the assignee. See Create and Manage Task Templates.
Click Save.
Payment reminders
On an automation using the Payment Due Date trigger, a third action is available: a repeating reminder that keeps nudging the client until payment clears. It's configured differently from email and task actions. See Set Up Recurring Payment Reminders.