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Everything you need to know about using Laureo

Writing & Sending Emails

Compose emails with templates, signatures, and rich text

Composing a New Email

Start a new email from the inbox or from any CRM record.

Click the Composebutton in the top-left corner of the inbox to open the email editor. You can also compose an email directly from a company, person, or opportunity detail page by clicking the email icon in the action bar. When composing from a record, the recipient is automatically pre-filled with the contact's email address.

Email Form Fields

Fields available in the email compose form.

Field	Description	Type
To*	The primary recipient email address. Start typing a name or email to search your contacts, or enter any email address manually.	email
CC	Carbon copy recipients who will receive a copy of the email. All recipients can see CC addresses.	email
BCC	Blind carbon copy recipients. Other recipients cannot see BCC addresses.	email
Subject*	The email subject line. Keep it concise and descriptive.	text
Body*	The main content of the email. Supports rich text formatting.	rich text

The CC and BCC fields are hidden by default to keep the form clean. Click CC or BCC links next to the To field to reveal them.

Rich Text Formatting

Format your email content with the built-in editor toolbar.

Formatting Options

Bold, Italic, Underline — Standard text formatting for emphasis.
Headings — Multiple heading levels for structuring longer emails.
Bulleted and Numbered Lists — Organize information into easy-to-read lists.
Links — Insert hyperlinks by selecting text and clicking the link button or pasting a URL.
Images — Embed images inline within the email body.
Block quotes — Highlight quoted text or important callouts.
Text color and highlight — Change text color or add background highlights.

Attaching Files

Add file attachments to your emails.

Click the Attach button (paperclip icon) in the compose toolbar to add file attachments. You can select files from your computer or drag and drop them directly onto the compose window. Attached files appear as a list below the email body with file name, size, and a remove button. There is a per-email attachment size limit displayed in the compose window.

Attachments are scanned before they are added

Each file you attach is checked by an antivirus scan before it is stored on the draft. If a file is flagged as malware or as a forbidden content class (such as an executable or script), it is rejected and not attached. If the scanner is briefly unavailable, the attachment is held and you're asked to retry in a few minutes — files are never attached unscanned.

Email Signatures

Select and manage your email signature.

Your email signature is automatically appended to the bottom of every new email. If you have multiple signatures configured, use the signature selector dropdown at the bottom of the compose form to choose which one to use. You can create and manage signatures in Settings > Email Signatures.

Using Email Templates

Save time by composing emails from pre-built templates.

Open the template picker

In the compose window, click the Templates button in the toolbar. A dropdown will appear showing your available email templates organized by category.

Select a template

Browse or search for the template you want to use. Click on a template to preview it, then click Use Template to apply it to your email. The subject line and body will be populated with the template content.

Review variable substitution

Templates can contain personalization variables that are automatically replaced with real data. Common variables include {{first_name}}, {{last_name}}, {{company_name}}, and {{email}}. These are filled in based on the recipient's contact record.

Customize and send

After the template is applied, you can edit any part of the email before sending. Add personal touches, update details, or remove sections that are not relevant to this particular recipient.

Drafting with AI

Use the AI Draft button inside the compose window to generate a first pass you can edit.

The compose window includes an AI Draftbutton (sparkles icon) next to the toolbar. Click it to describe what you want and let the AI write the first draft. Edits, attachments, and the final Send click always stay in your hands — the AI never sends.

The button only lights up once the first recipient is filled in. Personalization (first name, company) comes from that contact.
If the recipient isn't in the CRM yet, the AI uses the local-part of the email address as a fallback name.
Counts against your org's AI cost budget (not the Emails Sent meter). Subject to the same per-feature rate limit as chat — exceeding it returns a Retry-After countdown.

See Drafting Emails with AI for the full assistant-driven flow, including drafting from a company or person page without opening the inbox.

Send, Schedule, and Draft Options

Choose when and how your email is delivered.

Send now — Click the Sendbutton to deliver the email immediately. The email will appear in your sent folder and on the linked contact's timeline.
Schedule send — Click the dropdown arrow next to the Send button and select Schedule. Choose a date and time for the email to be sent automatically. Scheduled emails can be edited or cancelled before the scheduled time.
Save as draft — Click Save Draft to save the email without sending it. Drafts are stored in your drafts folder and can be resumed at any time.

Every recipient counts

The Emails Sent meter on Settings > Usagecounts every recipient on the envelope — one send with 5 people across To / CC / BCC adds 5 to the meter. Scheduled sends count when they actually deliver.

Templates save time

Create templates for emails you send frequently, such as introduction emails, follow-up messages, or meeting confirmations. Templates with personalization variables ensure each email feels personal while saving you from typing the same content repeatedly.

Email Inbox— Manage your inbox and conversations Layout Customization— Resizable split panes and the three ways to reach Compose AI Features— Tone presets, refine, rewrite-on-select, and AI draft generation Insert CRM Blocks— Drop quotes, deals, contact cards, and meeting times into compose Email Snippets— Reusable text blocks expanded with ;shortcut Schedule Sends— Send-later, smart time, and the Scheduled view Pre-send Guardrails— CRM-aware checks that run when you click Send Done & Follow-ups— Mark Done and remind-me-if-no-reply AI Smart Reply— Dynamic, context-aware AI reply suggestions with tone control Email Tracking— Track opens, clicks, and deliverability

Layout Customization

AI Features