M
member badge
Marvin Cabreros
When creating an automation, if you configure your trigger and conditions first (left side), then select "send email" as the action (right side), the email account selection dialog appears. After completing that step, all previously configured triggers and conditions are wiped and must be re-entered manually.
Current behavior:
  1. Set up trigger (e.g., "when status changes")
  2. Add conditions (e.g., "assignee is X")
  3. Select "send email" as the action
  4. Email account dialog appears, select/confirm account
  5. Trigger and conditions are now gone, must be reconfigured from scratch
Expected behavior:
The trigger and conditions should be preserved after the email account selection step, just like they are when selecting any other action type (e.g., change status, add comment, assign task).
Impact:
This forces users to either (a) set up the email action first, then configure triggers/conditions, or (b) re-enter everything after the dialog clears it. For teams building many automations that include email actions (e.g., penalty notifications, client onboarding emails), this adds up to significant time lost and leads to unnecessary automation cloning.
Workaround:
Clone an existing automation that already has the email action configured, then modify the trigger/conditions on the clone. Functional but clutters the automation panel and contributes to workspace lag in large workspaces.