For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/automations/email-step-content-options.md.
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      • How do I create the content of an automation email?

      As soon as you add a Send email step to an automation, before any text exists, ClickMax asks "How do you want to create this email?" instead of opening the editor directly — so you pick a starting point before any blank content gets saved.

      Role: any member with edit access to the workspace.

      Before you start

      • An automation being edited, with a freshly added Send email step (no subject or body filled in yet).
      • An email sender configured — see email domain.

      Steps

      1. Open the email step on the automation canvas. The panel shows one step at a time, with the rail at the top: Sender, Message and After sending (optional). Each step gets a ✓ once it's done, and you can click any of them at any time — or move with Back and Continue in the footer, which shows which step you're on.
        • Sender — pick who sends it. Only verified domains can send.
        • Message — write the subject (the counter warns above 60 characters, when it may be cut off on mobile) and the header, and build the content. If the email has no content yet, the Content section asks "How do you want to create this email?".
        • After sending — optional: wait for the contact to click a link or interact with the email before moving on. The node gets one output per path on the canvas.
        • Whatever is still missing (sender, subject, content) shows at the bottom of the panel with a button that takes you straight to the field. A long subject and a variable without fallback only warn.
      2. In the Message step, under Create e-mail, choose one of the options in the Content section:
        • Template — pick a ready-made template (including a blank one) and edit it to your liking in the visual editor.
        • Paste text — paste text from a document (for example, Google Docs) and adjust the result in the editor.
          • A standalone piece of text in brackets ([Buy now]) automatically becomes a button with that label.
          • %FIRSTNAME% and [name] become the lead's name variable, filled in with the contact's first name at send time.
        • Already have HTML ready? Start from the Blank template and, in the editor, use Importar HTML in the Conteúdo tab: drag the file in or turn on Paste HTML and paste the code. The preview shows the result before you confirm; importing replaces all of the email's current content (undo with Ctrl+Z right after if needed). The imported HTML is kept exactly as you pasted it — no editor default colors or background are applied — and stays editable afterward: you can select any element inside it and adjust it as you like.
      3. Once chosen, the visual editor opens full screen with that content loaded, with the whole email in view. Adjust copy and styling as usual and click Salvar in the editor bar to go back to the panel, where subject and preview text live.
        • Outside editing, the email shows as a thumbnail in the Content section, inside the panel. To edit again, click the thumbnail or Edit e-mail — editing always opens full screen.
        • Use saved template, at the top of the step, shows a sideways-scrolling strip with Blank and up to 10 templates (your account's first). See all opens the full catalog, with search by name and a category filter. Picking a template replaces the current email content; if the template has a header and your field is empty, it fills the field.
        • Variables lists each variable used in the subject, header or body (for example, {{name}}). Type the text used when the contact doesn't have that data — Customer, for example — and it applies in all three places.
        • To edit a link or button that already exists in the email, click it and use the same link/button control in the toolbar to change its destination — it edits the selected link instead of creating a new one next to it.
        • Clicking the shown link to choose the destination automatically opens the Conteúdo tab (left-hand panel) already with the options: a checkout link (from the trigger's product or a specific product, with an optional coupon), a page (from a funnel or a specific page), a redirect (one of the redirects configured on the domain), or a custom URL (paste any other link).
        • When you select an image, the Conteúdo tab shows its properties: Adicionar imagem (replaces the file), URL, Texto alternativo (alt text), Link da imagem, Alinhar (alignment), Largura automática, Largura total no celular, Lazy Load, and custom attributes under Avançado.
        • The toolbar's Variables button inserts a lead data point wherever you're typing (full name, first name, email, or phone). Select the text or layer where the variable should go before clicking the option you want.

      If it didn't work

      • "Create with MAX" appears locked: this way of creating the email (paste the text and AI builds it for you) isn't available yet — coming soon. For now, use Template or Paste text — or import HTML from inside the editor.