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Email Actions

Actions for Email

  • Send Email. Sends data about one or more assets or users to one or more recipients.

Use Cases

Below are the possible use cases for the Send Email action:

  • Send the IT team a list of Macintosh assets that are running the AMF agent but are not running the CarbonBlack agent.

  • Send the IT team a list of EC2 instances that are idle and could be retired.

  • Sending the IT team a list of users who have been disabled in AD and have had recent access to sensitive files.


Before you can execute an email action, you must have access to an email user name and password that Lucidum can use to send emails.


To create an action in Lucidum, follow these steps:

  1. Choose Action Center from the left pane.

  2. In the Action Center, choose from the action types in the Channels pane.

  3. To create a configuration for the action, click the Manage Configuration button. A configuration provides the connection and authorization information to communicate with the external solution.

  4. Save the configuration.

  5. To create an action, click the Create a new action button. An action specifies the task to execute, the data to include in the action, and how frequently to execute the action.

  6. Save the action.

  7. Lucidum automatically executes the action at the time and recurrence you defined in the action.

You can apply an existing configuration to more than one action. If a configuration already exists, you might be able to re-use the existing configuration and might not need to create a new one.

Email Configuration

  • Configuration Name. Identifier for the Configuration. This name will appear in the Lucidum Action Center.

  • Host. The hostname or IP address of the email server.

  • Port. TCP/UDP port of the email server. Default value is 587, the standard SMTP port.

  • User Name . User name for an email account on the server specified in Host.

  • Password. The password associated with User Name.

  • Protocol. Mail protocol. Options are SMTP, POP, and IMAP. The default value is SMTP.

  • Default Encoding. Default encoding to encode email content. The default value is UTF-8.

  • Enable SSL. Specifies whether to use SSL when connecting to the mail server. Default value is TRUE.

Using the deault Lucidum Email Configuration

If you want to use Email Actions without configuring an email account as the “from” user, you can use the default Lucidum configuration for email actions.

To use the default configuration for Email Actions:

  1. In new Email Actions, specify the existing configuration “Default Lucidum Alerts” as the configuration.

  2. Note that emails from Email Actions will have a “from” address of “”

Create a new action/View Action

  • Action Type. Select an action from the pulldown options.

  • Configuration Name. Select an action configuration from the pulldown options. To use the default Lucidum action configuration, select “Default Lucidum Alert” as the configuration.

  • Action Name. Identifier for the action. This name will appear in the Lucidum Action Center.

  • Description. Description of the action.

  • Filters. For new actions, the Add Filter button leads to the New Query page, where you can query for the asset records or user records to include in the email. The Edit Filter button leads to the New Query page, with the current query already loaded for editing. For details on creating and editing queries in Lucidum, the section on Building Queries.

  • Schedule Settings. Define the schedule for the action. Choices are setting a Recurrence by date and time or After Data Ingestion, which happens at least once every 24 hours and can also be triggered manually.

  • Do not trigger the action unless. Specify the number of results from Filters as a prerequisite for executing the action.

  • Output Fields. For the records selected with the Filters field, specify the columns to include in the email message. When creating or editing the query in the Filters field, you can select these fields in the Query Results page > Edit Column button.

  • Recipients. Specify one or more email addresses, separated by commas. The action will send emails to these email addresses.

  • Email Subject. Specify the subject for the email. The action will use this subject when sending emails.

  • Email Body. HTML that specifies the email body. The field includes a default Jinja template that you can edit. For details on Jinja, see

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