Automations: Emails and Attachments
Good afternoon -
Looking to see if there is an automation anyone has utilized that allows you to send out a specific email with multiple attachments?
Thank you!
Answers
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Hey @tbuilta !
This video might help you - the short answer is to use Update Requests as they are more easy to configure for attachments reliably.
How to Include Attachments in Smartsheet Notifications | Advanced Smartsheet Update Requests
Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
Smartsheet Consulting Inquiries: schoolofsheets.com/workwithus
Smartsheet Tutorial Videos: schoolofsheets.com/youtube
School of Sheets (Smartsheet Partner)
If my answer helped please accept and react w/💡Insightful, ⬆️ Vote Up, ❤️Awesome!
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Okay thank you! Are there any other options other than the Update Requests?
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Hi @tbuilta
I hope you're well and safe!
To add to Dan's excellent advice/answer.
- What I sometimes do in my client solution is to have a so-called helper sheet where the row is copied/moved to, and then that would trigger the automation from that sheet, including all attachments.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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
Andrée Starå | 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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Thank you both very much for these options for us to try out!!! Much appreciated! @Dan Palenchar & @Andrée Starå
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