Skip to main content

How to send emails to a client from Uku?

Send emails directly from Uku.

Maria Müürsepp avatar
Written by Maria Müürsepp
Updated over 2 weeks ago

Accounting Emails Can Be Sent Straight From Work Management Software

To send emails to a client from a task, you first need to set up the email app.

You can send an email to a client through Uku in several ways:

  • From the Communication tab

  • From within a task

  • By automating email sending

Communication tab

When you're on the client card, go to the Communication tab to send an email.

Set the following:

  • Recipient

  • Subject

  • Email content

Use the icons below to:

  • Insert a template

  • Add automation

  • Attach a file

  • Format the text

Sending an email from a task


When you're inside a task, click the envelope icon on the right-hand side.


This will open the email sending view.

Set the following:

  • Recipient

  • Subject

  • Email content

Use the icons below to:

  • Insert a template

  • Add automation

  • Attach a file

  • Format the text

Automate the email sending

  1. Open a task template or client's task plan where you want to add an automatic email.

  2. Open the task where you want to send automated emails.

  3. Click on the envelope icon.

This will open the email sending view.

Set the following:

  • Recipient

  • Subject

  • Email content

Add automation
Set up the following when automating email sending:

  • Choose whether sending the email depends on:

    • Task start date

    • Task duedate

    • Task finished

  • Decide when the email should be sent:

    • Right away

    • Amount of days before the selected time

    • 1–3 days after the selected time

Uku sends the email on the specified date at 8:00 a.m. (based on the sender’s time zone).

  • Insert a template

  • Add placeholders

  • Format the text

  • Attach a file


You can choose the sender's address from the drop-down menu. The choice depends on which email addresses you have configured.

You can manually enter the recipient's email or select from the client's contact roles. When you choose a role, Uku will send the email to a corresponding client contact email address.

Enter the subject and body, or select a template.

Five buttons make sending emails from Uku easy and fast:

  1. Add a template - Save time with pre-saved templates instead of writing letters from scratch. Click on the document icon, and you can pick a template. If you select a template, Uku replaces the subject and content with that of the template. If you still want to change the email, click on the "Edit email" link in the lower right corner. Changing the letter does not change the template.

  2. Add automation - It's good to add emails to be sent automatically to repetitive tasks. When automating, you can choose whether sending a letter depends on the task's start date, deadline, or status. You can also specify whether the letter will be sent immediately or 1-3 days before or after the specified time. Uku sends the email on a specified date at 8 a.m. (sender's time zone).

  3. Add a placeholder - When you add a variable, Uku automatically replaces it with the corresponding value upon sending. That way, for example, you don't have to remember the name of the customer's contact. Uku finds the correct information for you.

  4. Format text - The format options include the following tools: bold, italic, underline, lists, and alignment.

  5. Add an attachment - You can also add an attachment to the letter.

Send - press the button "Send" or "Add automation" if you have set the automation.

Did this answer your question?