How automation behaves

Recipients by role

Send Email can address a contact-point role on the trigger record instead of a fixed address. The default role key is transactional.

Resolution stops at the first hit:

  1. An explicit address, if the action named one.
  2. An address that holds the requested role.
  3. An address that holds primary.
  4. The oldest remaining address (createdAt, then id).

Role scope limits the pool: contact-only, company-only, or both. When the role applies to both, company addresses are preferred, then contact addresses.

If no address is found, the send fails and the step is logged as failed.

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