Articles on: Tasks

Simple Email: Send a Quick Email from a Transaction

Sometimes you just need to fire off a two-line update to the lender or a quick note to your buyer. A Simple email works like the email you already use in Gmail or Outlook: write it, attach what you need, and press Send. It goes out right away, and the transaction keeps a record of it.

Simple email is now the default. When you add a new Email task to a live transaction, it opens as a Simple email. For templated emails you know you'll send on every transaction, add them to a Workflow instead. A Simple email can't be added to a Workflow.

How it works

When you add an Email task on a transaction (Add > Email Task), it opens as a New email window. Everything is on one screen:

Recipients in a column on the left. Pick from the team members, parties and roles on the transaction, and set each one as To, CC or BCC.
Send From, the Subject and your Message.
Documents from the transaction under the message. Tick the ones you want to attach.
The Nexi icon next to Message, so Nexi can draft or rewrite the email for you.

There's no due date, no assignee and no task options. The email is dated the day you send it.

You need at least one To recipient and a subject before you can send.

Send it

On the transaction, click Add > Email Task.
Set each recipient as To, CC or BCC.
Write a subject and your message, or click the Nexi icon to have it written for you.
Tick any documents you want to attach.
Click Send.

There's no preview step. SmartTags in the subject and message (type "#") are filled in with the transaction's details when it sends.

What you'll see on the transaction

After it sends, the transaction shows a completed Email task:

named after your subject
assigned to you
dated and completed the day you sent it
marked Sent

So every quick email stays with the deal, instead of disappearing into your own inbox.

Need more than a quick email?

If the email should go out on a later date, be assigned to someone else, or use options like Auto-Send or Key Date, click Switch to full Email task. Your recipients, subject, message and documents come with you.

You can switch back and forth until the email is first saved or sent. If you switch back to the Simple email, the due date, assignees and options from the full Email task are dropped.

Email tasks in Workflows always use the full Email task, because they're templates that send later on each transaction. See the Email Task Overview for how full Email tasks work.

If the email can't send

If your team has reached its sending limit, or the email provider refuses the message, Nekst tells you why. Everything you wrote is kept so you can try again, and no task is added to the transaction.

If you close a Simple email without sending it, nothing is saved to the transaction.

Tips

Send from your own email address so replies come straight back to your inbox.
Set your default tone and instructions for Nexi's email writing in Settings > AI Email Assistant.

Updated on: 11/10/2026

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