1. Begin by navigating to your specific company instance or by utilizing your designated login link to access Dazos CRM.
2. Once logged in, locate and click on "Settings," typically found in the main navigation or administrative panel.
3. Within the Settings menu, select "CRM Settings." This will direct you to the administrative configurations specific to your CRM.
4. Under CRM Settings, click on "Automation" to view tools for automating various CRM processes.
5. Within the Automation section, select "Workflows." This will display a list of your existing workflows and provide options to create new ones.
6. Click on "New Workflow" to start building a new automated process. (If you are adding an email action to an existing workflow, select that workflow for editing).
7. Within the workflow editor, locate and click on "Add Action." This will present a list of available actions for your workflow.
8. From the list of actions, choose "Send Mail." This initiates the configuration for an automated email dispatch.
9. A configuration panel will appear. Here, you will define the specifics of the email, including recipients, subject, and importantly, select the pre-existing email template you wish to use for this automated communication.
10. After configuring all necessary details for the email action, click "Save" to apply your changes and integrate the email action into the workflow.