Auto Send Documents

Joechaptaylor

Hi,

I have created a smartsheet database to track new starters, based on fields when a "completed" status is reached, a document is generated filled with new user info.

Is there a way to automate this to email to a user / contact assigned?

Paul Newcome

Yes. You would set up an alert type automation triggered when an attachment is added then set up the recipient to be based on your contact type column.

Andrée Starå

 @Joechaptaylor

I hope you're well and safe!

Yes, you can use Workflow that triggers when the document is added so it sends out an alert with the link to the document.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Darla Brown

Hi @Paul Newcome and @Andrée Starå

For clarification on a project I'm working on. Once a document is generated and attached to the row, the automation still sends a link to the attachment, correct? We still do not have a way to send the actual document. Because that would solve so many of my manual actions if the team could send the actual file. :/

Echomike

Agreed - I don't want the recipients to have to click through smartsheets stuff - just attach the file.