Email Domains

Configure verified custom domains for branded outbound email delivery across conversations, automations, and document notifications.

Setting up a domain

1. Go to Settings → Company Settings → Email Domains
2. Add your domain (e.g., yourbusiness.com)
3. Add the DNS records Slate provides:
   • DKIM records: cryptographic keys for email authentication (multiple TXT records)
   • SPF record: authorizes Slate's email infrastructure to send on your behalf
4. Click "Verify". Slate checks the records against your DNS.

Verification retries automatically to account for DNS propagation delays across registrars.

Outbound senders

Once your domain is verified, you can configure outbound senders:

• Add email addresses (e.g., sales@yourbusiness.com, support@yourbusiness.com)
• Set a default sender for the company
• Each sender is used for different contexts (conversations, automations, proposals)

Inbound email

Inbound email allows you to receive emails that automatically create items or continue existing conversations in your pipeline.

Setting up inbound email

1. Go to Settings → Emails
2. Enable inbound email on your domain
3. Add an inbound email address (e.g., support@yourdomain.com)
4. Select which pipeline and stage new items should be created in
5. Slate generates a unique forwarding address
6. In your email provider, set up forwarding from your email address to the Slate forwarding address

How it works

When an email is forwarded to Slate:

• If it matches an existing conversation (via email threading), it is appended to that item's conversation thread
• If no match is found, a new item is created in the configured pipeline and stage

Email templates

You can create reusable email templates with variable interpolation:

• Use {contact_name}, {item_name}, {stage}, and other context variables in subject and body
• Templates support header HTML and footer HTML for consistent branding across all emails
• Variable fallbacks allow you to specify default values when a variable has no value for a given item
• The HTML editor includes a live preview showing the rendered output

Template presets

Templates are available for common use cases:

Each preset includes context appropriate variables.

See Settings → Email Templates to manage templates.