Generate Documents: Is it possible to generate an Outlook Email?

I'd like to generate a document that I can send as an email. I love the generate document feature. However, I think my only option is to generate a PDF and attach it to an email. I want to send the generated document as the email and avoid a "see attachment" situation where customers have to click through to get info I want them see.
I know there is the generate document with docu-sign feature, but in my situation I don't need signature. I just need customers to see the info when they open the email. Thanks!
Best Answer
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Hi @mistone
I hope you're well and safe!
Have you explored using the Placeholder feature instead?
More info:Β
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
β Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @mistone
I hope you're well and safe!
Have you explored using the Placeholder feature instead?
More info:Β
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
β Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Andree,
Thanks! I've not explored the placeholder feature. That is a great idea...I'll check it out and see that will work for my needs. Cheers.
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SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.