Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments.
I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate reimbursement forms in that Excel format.
We're collecting form responses in Smartsheet, which then populate into the back end, where we then have rows for each respondent, receipts attached, and a form created using the "Generate Document" tool.
We are hoping to build an automation to automatically trigger emails *with attachments* to be sent to a designated inbox, which can then be sent to supervisors for approval. The only issue is that the automation doesn't seem to be automatically attaching all of the attachments to the cell with the email.
Tl:Dr - is it possible to automate emails being sent from form responses and include attachments ?
Answers
-
Hi,
I hope you're well and safe!
It would always be the links to the attachments when they are included, and the way to include all is to use the Update Request feature.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!