Trigger Automation Workflows from Event-Based Segments with Send Email

🔍 Problem Statement

As a marketer running Pelcro automations, I cannot trigger workflows from event-based segments, which prevents behavior-driven outreach like dunning reminders or app-download nudges.

💡 User Story

As a marketer, I want to attach an automation workflow to an event-based segment, so that users matching behavioral criteria automatically receive an email, SMS, or in-app/on-site notification.

🎯 Definition of Done (DoD)

✔ Given a marketer is creating an automation workflow with an event-based segment as the audience source, when they reach the action configuration step, then "Send Email (via Pelcro)" is available as a channel option alongside the existing "Notification 'webhook' action.

✔Add a rich text editor for email content in the automations workflow page.

The email composer presents three required + one optional field:

• Subject (required) — single line, supports merge variables

• Body (required) — rich text editor with merge variable support, supports markdown formatting (bold, italic, lists, links, headings)

✔ Each composition field exposes a "+ Insert variable" button that opens a searchable, grouped panel of available variables.

✔ Selecting a variable inserts a styled chip into the field (visually distinct from regular text — pill shape).

✔ Marketers never type raw template syntax. The chip is the entire UX. Clicking a chip exposes a settings popover with:

- The variable name and resolved sample value

- An optional default/fallback value (e.g., "there" for missing first names)

- Formatting options where relevant (date format, currency format, case)

✔ Chips serialize to Liquid template syntax on save (e.g., {{ customer.first_name | default: "there" }}). On send, the renderer resolves them against the recipient's data.